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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.26K+ 15.98% |
$123K - $148K
|
16.4K
$980K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
269+ 19.21% |
$14.7K - $17.6K
|
1.67K
$99.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-6.8K- 0.79% |
$372K - $446K
|
858K
$51.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.75K+ 4.55% |
$150K - $180K
|
63.1K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
78+ 1.28% |
$4.27K - $5.12K
|
6.16K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.69K- 61.31% |
$311K - $373K
|
3.59K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
358KNew |
$19.6M - $23.5M
|
358K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
334+ 3.04% |
$18.3K - $21.9K
|
11.3K
$678K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-250- 3.48% |
$13.7K - $16.4K
|
6.93K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
200+ 100.0% |
$10.9K - $13.1K
|
400
$23.9K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-62.5K- 87.79% |
$3.42M - $4.1M
|
8.69K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.49% |
$7.06K - $8.46K
|
26.3K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-109K- 95.68% |
$5.97M - $7.16M
|
4.92K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-837- 8.75% |
$45.8K - $54.9K
|
8.73K
$522K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-840- 15.41% |
$45.9K - $55.1K
|
4.61K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-150- 0.18% |
$8.21K - $9.84K
|
82.2K
$4.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-206- 5.62% |
$11.3K - $13.5K
|
3.46K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
131New |
$7.17K - $8.59K
|
131
$7.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-231- 2.08% |
$12.6K - $15.2K
|
10.9K
$650K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-301- 0.51% |
$16.5K - $19.7K
|
58.4K
$3.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-275- 11.77% |
$15K - $18K
|
2.06K
$123K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-4.16K- 6.72% |
$227K - $273K
|
57.7K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.1K- 8.02% |
$60K - $71.9K
|
12.6K
$752K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.6KNew |
$197K - $236K
|
3.6K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.34% |
$65.1K - $78.1K
|
26.3K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.28K+ 9.08% |
$70K - $83.9K
|
15.4K
$920K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-20- 0.18% |
$1.09K - $1.31K
|
11.1K
$664K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.07K- 9.8% |
$168K - $202K
|
28.3K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
625+ 4.97% |
$34.2K - $41K
|
13.2K
$790K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-31K- 77.86% |
$1.7M - $2.04M
|
8.83K
$528K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.03K+ 23.1% |
$220K - $264K
|
21.5K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-206- 0.64% |
$11.3K - $13.5K
|
31.8K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
509+ 1.87% |
$27.8K - $33.4K
|
27.7K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-262- 3.7% |
$14.3K - $17.2K
|
6.82K
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$54.7 - $65.6
|
14.1K
$846K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-84- 0.98% |
$4.59K - $5.51K
|
8.5K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-250- 0.54% |
$13.7K - $16.4K
|
45.8K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
109KNew |
$5.98M - $7.18M
|
109K
$6.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.82KNew |
$373K - $447K
|
6.82K
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.28K+ 3.12% |
$234K - $281K
|
141K
$8.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 16.85% |
$872K - $1.05M
|
111K
$6.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-313- 2.87% |
$17.1K - $20.5K
|
10.6K
$634K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-172- 0.47% |
$9.41K - $11.3K
|
36.6K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-504- 0.8% |
$27.6K - $33.1K
|
62.8K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-10.7K- 28.93% |
$588K - $705K
|
26.4K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.97K+ 2.01% |
$108K - $129K
|
100K
$5.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
804+ 5.25% |
$44K - $52.7K
|
16.1K
$964K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-334- 31.75% |
$18.3K - $21.9K
|
718
$43K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-108K- 96.16% |
$5.92M - $7.09M
|
4.32K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.12KNew |
$390K - $467K
|
7.12K
$426K
|