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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
456+ 6.4% |
$24.9K - $29.9K
|
7.58K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
282+ 3.16% |
$15.4K - $18.5K
|
9.22K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-7.77K- 5.35% |
$425K - $509K
|
137K
$8.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8+ 0.18% |
$438 - $525
|
4.53K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.18% |
$438 - $525
|
4.4K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-33.8K- 19.07% |
$1.85M - $2.22M
|
143K
$8.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13K- 20.46% |
$713K - $854K
|
50.6K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
709+ 0.56% |
$38.8K - $46.5K
|
126K
$7.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-76- 0.39% |
$4.16K - $4.98K
|
19.5K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-579- 8.86% |
$31.7K - $38K
|
5.96K
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-5.36K- 29.7% |
$293K - $352K
|
12.7K
$758K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-33.2K- 66.02% |
$1.82M - $2.18M
|
17.1K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-132- 0.36% |
$7.22K - $8.66K
|
36.1K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-2.91K- 96.8% |
$159K - $191K
|
96
$5.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.73K- 9.92% |
$149K - $179K
|
24.8K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-250- 2.86% |
$13.7K - $16.4K
|
8.49K
$507K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
42New |
$2.3K - $2.75K
|
42
$2.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-720- 5.11% |
$39.4K - $47.2K
|
13.4K
$798K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-200- 2.97% |
$10.9K - $13.1K
|
6.53K
$390K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.53K+ 16.98% |
$83.7K - $100K
|
10.5K
$630K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
25+ 0.34% |
$1.37K - $1.64K
|
7.32K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-579- 0.9% |
$31.7K - $38K
|
63.9K
$3.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-770- 1.09% |
$42.1K - $50.5K
|
69.8K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.07K+ 23.2% |
$58.5K - $70.1K
|
5.68K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6.25KNew |
$342K - $410K
|
6.25K
$373K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-836- 2.04% |
$45.7K - $54.8K
|
40.2K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.34% |
$274 - $328
|
1.47K
$87.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-118- 0.22% |
$6.45K - $7.74K
|
54K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.01K+ 1.35% |
$110K - $132K
|
151K
$9.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.94% |
$5.47K - $6.56K
|
10.7K
$641K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-145- 0.3% |
$7.93K - $9.51K
|
48.2K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
38.4KNew |
$2.1M - $2.52M
|
38.4K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2+ 0.01% |
$109 - $131
|
20K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 1.13% |
$5.47K - $6.56K
|
8.98K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
262+ 1.61% |
$14.3K - $17.2K
|
16.6K
$991K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.19% |
$383 - $459
|
3.63K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
13.1KNew |
$718K - $861K
|
13.1K
$784K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.67K- 31.29% |
$91.3K - $110K
|
3.67K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.19% |
$54.7 - $65.6
|
85
$5.08K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
6+ 0.0% |
$328 - $394
|
163K
$9.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.53K+ 3.48% |
$83.5K - $100K
|
45.4K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.88KNew |
$103K - $123K
|
1.88K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-547- 6.36% |
$29.9K - $35.9K
|
8.05K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-305- 2.99% |
$16.7K - $20K
|
9.91K
$592K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-600- 9.5% |
$32.8K - $39.4K
|
5.72K
$342K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-49- 0.76% |
$2.68K - $3.21K
|
6.39K
$381K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
559+ 5.42% |
$30.6K - $36.7K
|
10.9K
$649K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-594- 0.99% |
$32.5K - $39K
|
59.2K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-22- 0.23% |
$1.2K - $1.44K
|
9.42K
$563K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
245+ 0.73% |
$13.4K - $16.1K
|
34K
$2.03M
|