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 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.95K+ 50.48% |
$380K - $456K
|
20.7K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.38K- 12.57% |
$130K - $156K
|
16.6K
$991K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.1KNew |
$554K - $664K
|
10.1K
$606K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.1K- 36.19% |
$935K - $1.12M
|
30.1K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.5K- 3.25% |
$82.1K - $98.4K
|
44.6K
$2.67M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 1.31% |
$3.61K - $4.33K
|
5.1K
$305K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5- 0.13% |
$274 - $328
|
3.86K
$231K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
237+ 4.62% |
$13K - $15.5K
|
5.37K
$321K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.84KNew |
$429K - $514K
|
7.84K
$469K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-165- 0.75% |
$9.03K - $10.8K
|
21.7K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
405+ 202.5% |
$22.2K - $26.6K
|
605
$36.2K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 47.96% |
$10.9K - $13.1K
|
217
$13K
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
SELL
|
- |
-84.1K- 21.32% |
$4.6M - $5.51M
|
310K
$18.6M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
707+ 1.91% |
$38.7K - $46.4K
|
37.7K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
226+ 1.32% |
$12.4K - $14.8K
|
17.4K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-610- 93.85% |
$33.4K - $40K
|
40
$2.39K
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.73M- 99.56% |
$94.7M - $113M
|
7.66K
$458K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
307+ 1.89% |
$16.8K - $20.1K
|
16.5K
$989K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85K+ 29.03% |
$210K - $252K
|
17.1K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.34KNew |
$183K - $219K
|
3.34K
$200K
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-429K- 38.43% |
$23.4M - $28.1M
|
687K
$41.1M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-40.4K- 81.35% |
$2.21M - $2.65M
|
9.27K
$555K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.59KNew |
$197K - $236K
|
3.59K
$215K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.71% |
$219 - $262
|
570
$34.1K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-66- 1.59% |
$3.61K - $4.33K
|
4.09K
$245K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.7K+ 8.72% |
$1.3M - $1.56M
|
296K
$17.7M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.12% |
$54.7 - $65.6
|
828
$49.5K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
485+ 6.1% |
$26.5K - $31.8K
|
8.43K
$505K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
302+ 7.03% |
$16.5K - $19.8K
|
4.6K
$275K
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
459+ 11.39% |
$25.1K - $30.1K
|
4.49K
$269K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
891+ 13.04% |
$48.7K - $58.4K
|
7.72K
$462K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-343- 0.39% |
$18.8K - $22.5K
|
88.7K
$5.31M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 5.77% |
$164 - $197
|
49
$2.93K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-280- 0.43% |
$15.3K - $18.4K
|
64.6K
$3.87M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
18K+ 47.0% |
$986K - $1.18M
|
56.4K
$3.38M
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-350- 4.52% |
$19.1K - $23K
|
7.39K
$442K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 15.52% |
$142K - $170K
|
14.1K
$845K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-85.5K- 46.34% |
$4.68M - $5.61M
|
99K
$5.92M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.63KNew |
$199K - $238K
|
3.63K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
412+ 7.07% |
$22.5K - $27K
|
6.24K
$373K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15+ 0.28% |
$821 - $984
|
5.46K
$326K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
70+ 0.4% |
$3.83K - $4.59K
|
17.8K
$1.06M
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
6.3K+ 1.57% |
$344K - $413K
|
408K
$24.4M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-58- 1.22% |
$3.17K - $3.8K
|
4.7K
$281K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-472- 90.25% |
$25.8K - $31K
|
51
$3.05K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-6.04K- 28.69% |
$331K - $396K
|
15K
$899K
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-7.29K- 10.44% |
$398K - $478K
|
62.5K
$3.74M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.84K- 25.72% |
$155K - $186K
|
8.21K
$491K
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-34K- 9.33% |
$1.86M - $2.23M
|
331K
$19.8M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-47- 0.11% |
$2.57K - $3.08K
|
42.4K
$2.54M
|