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 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
34+ 0.24% |
$1.93K - $2.2K
|
14.2K
$831K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
54.6K+ 9.97% |
$3.1M - $3.53M
|
603K
$35.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-177- 3.46% |
$10K - $11.4K
|
4.94K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.7K- 31.79% |
$96.3K - $110K
|
3.64K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2.52K- 8.81% |
$143K - $163K
|
26.1K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-167- 3.22% |
$9.47K - $10.8K
|
5.02K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.5KNew |
$880K - $1M
|
15.5K
$911K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.38K- 3.23% |
$192K - $219K
|
101K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4K+ 9523.81% |
$227K - $259K
|
4.04K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.36K- 7.62% |
$191K - $217K
|
40.7K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 15.43% |
$4.25K - $4.85K
|
411
$24.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
767+ 12.31% |
$43.5K - $49.6K
|
7K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.01K+ 12.68% |
$57.2K - $65.2K
|
8.96K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.2KNew |
$751K - $856K
|
13.2K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-17.8K- 1.65% |
$1.01M - $1.15M
|
1.06M
$61.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
47.5KNew |
$2.69M - $3.07M
|
47.5K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
166New |
$9.41K - $10.7K
|
166
$9.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-443- 7.82% |
$25.1K - $28.6K
|
5.22K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-391- 1.53% |
$22.2K - $25.3K
|
25.2K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6K+ 4.32% |
$999K - $1.14M
|
425K
$24.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.91K+ 7.18% |
$165K - $188K
|
43.4K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
23.3K+ 4.06% |
$1.32M - $1.51M
|
598K
$35.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
781+ 0.61% |
$44.3K - $50.5K
|
129K
$7.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 43.63% |
$76.1K - $86.8K
|
1.74K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.47K+ 4.58% |
$197K - $224K
|
79.2K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 69.88% |
$1.88M - $2.15M
|
80.7K
$4.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
740+ 6.81% |
$42K - $47.8K
|
11.6K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-13.7K- 3.21% |
$775K - $884K
|
412K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
522+ 1.72% |
$29.6K - $33.7K
|
30.8K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
798+ 7.57% |
$45.2K - $51.6K
|
11.3K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
111+ 2.02% |
$6.29K - $7.18K
|
5.62K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-98- 1.06% |
$5.56K - $6.33K
|
9.12K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
253+ 0.48% |
$14.3K - $16.4K
|
52.8K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-11- 0.17% |
$624 - $711
|
6.49K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.3K+ 34.96% |
$1.04M - $1.18M
|
70.6K
$4.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-917- 2.99% |
$52K - $59.3K
|
29.7K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.1K+ 11.3% |
$968K - $1.1M
|
168K
$9.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
177+ 1.95% |
$10K - $11.4K
|
9.25K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.7K- 12.47% |
$493K - $562K
|
61.1K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-699- 1.09% |
$39.6K - $45.2K
|
63.2K
$3.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
543New |
$30.8K - $35.1K
|
543
$31.8K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
302+ 0.2% |
$17.1K - $19.5K
|
149K
$8.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
60K+ 351.14% |
$3.4M - $3.88M
|
77.2K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
383+ 7.86% |
$21.7K - $24.8K
|
5.26K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
15.4K+ 2.41% |
$873K - $995K
|
655K
$38.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.4K+ 8.69% |
$249K - $284K
|
55K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
406+ 1.12% |
$23K - $26.2K
|
36.5K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-830- 0.65% |
$47.1K - $53.7K
|
128K
$7.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-206K- 98.24% |
$11.7M - $13.3M
|
3.7K
$217K
|