Latest Institutional Transactions on Unilever PLC (UL)
This table provides information on the latest institutional transactions involving Unilever PLC (UL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
177+ 1.95% |
$10K - $11.4K
|
9.25K
$508K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.7K- 12.47% |
$493K - $562K
|
61.1K
$3.35M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-699- 1.09% |
$39.6K - $45.2K
|
63.2K
$3.47M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
543New |
$30.8K - $35.1K
|
543
$29.8K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
302+ 0.2% |
$17.1K - $19.5K
|
149K
$8.19M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
60K+ 351.14% |
$3.4M - $3.88M
|
77.2K
$4.23M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
383+ 7.86% |
$21.7K - $24.8K
|
5.26K
$289K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
15.4K+ 2.41% |
$873K - $995K
|
655K
$35.9M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.4K+ 8.69% |
$249K - $284K
|
55K
$3.02M
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
406+ 1.12% |
$23K - $26.2K
|
36.5K
$2.01M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-830- 0.65% |
$47.1K - $53.7K
|
128K
$7M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-206K- 98.24% |
$11.7M - $13.3M
|
3.7K
$203K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
118+ 2.72% |
$6.69K - $7.63K
|
4.46K
$245K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-63- 0.87% |
$3.57K - $4.07K
|
7.19K
$395K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1- 0.01% |
$56.7 - $64.6
|
9.02K
$495K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.12MNew |
$177M - $202M
|
3.12M
$171M
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
398+ 8.0% |
$22.6K - $25.7K
|
5.37K
$295K
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.56K+ 26.35% |
$202K - $230K
|
17.1K
$938K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$794 - $905
|
5.97K
$328K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 6.15% |
$24.4K - $27.9K
|
6.58K
$361K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.95K+ 118.01% |
$507K - $578K
|
16.5K
$907K
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.71K- 37.34% |
$210K - $240K
|
6.22K
$342K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-125- 0.86% |
$7.09K - $8.08K
|
14.4K
$792K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.9K+ 1.43% |
$107K - $122K
|
135K
$7.39M
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
937+ 7.09% |
$53.1K - $60.6K
|
14.2K
$777K
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-550- 2.05% |
$31.2K - $35.6K
|
26.3K
$1.44M
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-157- 1.65% |
$8.9K - $10.1K
|
9.33K
$512K
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
20.4KNew |
$1.15M - $1.32M
|
20.4K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 113.94% |
$636K - $725K
|
21.1K
$1.16M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
7.94KNew |
$450K - $513K
|
7.94K
$436K
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.76K- 0.45% |
$213K - $243K
|
825K
$45.3M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14K+ 6.34% |
$795K - $906K
|
235K
$12.9M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
93+ 1.41% |
$5.27K - $6.01K
|
6.69K
$367K
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.73K- 3.21% |
$98.3K - $112K
|
52.2K
$2.87M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
575+ 6.63% |
$32.6K - $37.2K
|
9.25K
$508K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-3.2K- 3.74% |
$181K - $207K
|
82.4K
$4.52M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
400+ 7.25% |
$22.7K - $25.9K
|
5.92K
$325K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.28KNew |
$413K - $470K
|
7.28K
$399K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.44K- 10.59% |
$81.4K - $92.8K
|
12.1K
$665K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67New |
$3.8K - $4.33K
|
67
$3.68K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.68K- 10.52% |
$95.1K - $108K
|
14.3K
$783K
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
7.66KNew |
$434K - $495K
|
7.66K
$420K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.09K+ 6.19% |
$459K - $523K
|
139K
$7.62M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.21M+ 7.26% |
$68.9M - $78.5M
|
17.9M
$985M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
369New |
$20.9K - $23.9K
|
369
$20.3K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.07% |
$340 - $388
|
8.89K
$488K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
423New |
$24K - $27.3K
|
423
$23.2K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.74% |
$56.7 - $64.6
|
137
$7.52K
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10.6K+ 4.37% |
$598K - $682K
|
252K
$13.8M
|