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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-395- 7.52% |
$21.6K - $23.8K
|
4.86K
$295K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.18K+ 41.8% |
$119K - $131K
|
7.39K
$449K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
50+ 0.35% |
$2.74K - $3.01K
|
14.3K
$868K
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-21.6K- 7.92% |
$1.18M - $1.3M
|
250K
$15.2M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-983- 11.68% |
$53.8K - $59.3K
|
7.43K
$452K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500New |
$27.4K - $30.1K
|
500
$30.4K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.65K+ 25.2% |
$200K - $220K
|
18.1K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
170+ 124.09% |
$9.3K - $10.2K
|
307
$18.7K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-68- 0.84% |
$3.72K - $4.1K
|
8.06K
$490K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.17K+ 11.63% |
$64.2K - $70.7K
|
11.3K
$684K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
2.14K+ 2.33% |
$117K - $129K
|
94.1K
$5.72M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
283+ 0.18% |
$15.5K - $17.1K
|
161K
$9.82M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1K- 2.25% |
$54.7K - $60.3K
|
43.5K
$2.65M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
517+ 1.45% |
$28.3K - $31.2K
|
36.1K
$2.2M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
431K+ 220.92% |
$23.6M - $26M
|
626K
$38.1M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
381+ 0.9% |
$20.8K - $23K
|
42.8K
$2.6M
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.44K- 15.95% |
$134K - $147K
|
12.9K
$783K
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-40.2K- 7.16% |
$2.2M - $2.42M
|
521K
$31.7M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
47+ 0.55% |
$2.57K - $2.83K
|
8.59K
$522K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
119+ 1.3% |
$6.51K - $7.17K
|
9.24K
$562K
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-8.5K- 18.44% |
$465K - $512K
|
37.6K
$2.29M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
365+ 1.36% |
$20K - $22K
|
27.2K
$1.65M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
199+ 115.03% |
$10.9K - $12K
|
372
$22.6K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
4.4KNew |
$241K - $265K
|
4.4K
$268K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.31K- 4.33% |
$127K - $140K
|
51.2K
$3.11M
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
218+ 0.55% |
$11.9K - $13.1K
|
39.8K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.71KNew |
$203K - $223K
|
3.71K
$225K
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
8.14K+ 39.21% |
$445K - $491K
|
28.9K
$1.76M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11.5K- 38.28% |
$629K - $693K
|
18.5K
$1.13M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-564- 4.02% |
$30.9K - $34K
|
13.5K
$818K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 1.12% |
$568K - $626K
|
918K
$55.8M
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-100- 0.38% |
$5.47K - $6.03K
|
26K
$1.58M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.93K+ 14.08% |
$544K - $599K
|
80.5K
$4.89M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
340New |
$18.6K - $20.5K
|
340
$20.7K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-170- 3.06% |
$9.3K - $10.2K
|
5.38K
$327K
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
36+ 9.0% |
$1.97K - $2.17K
|
436
$26.5K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.03% |
$54.7 - $60.3
|
3.59K
$218K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
286+ 8.39% |
$15.6K - $17.2K
|
3.69K
$225K
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-472- 9.65% |
$25.8K - $28.5K
|
4.42K
$269K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
512+ 10.36% |
$28K - $30.9K
|
5.45K
$331K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.4K+ 2.49% |
$5.22M - $5.75M
|
3.93M
$239M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
18+ 0.08% |
$985 - $1.09K
|
21.4K
$1.3M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.1K+ 257.81% |
$993K - $1.09M
|
25.2K
$1.53M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 47.06% |
$438 - $482
|
9
$547
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
15.2K+ 2.5% |
$834K - $919K
|
624K
$37.9M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.59K+ 29.18% |
$142K - $156K
|
11.5K
$696K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.42K- 34.15% |
$296K - $327K
|
10.4K
$635K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
102New |
$5.58K - $6.15K
|
102
$6.2K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
21.3K+ 8.05% |
$1.17M - $1.28M
|
286K
$17.4M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
682+ 5.88% |
$37.3K - $41.1K
|
12.3K
$747K
|