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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49+ 16.9% |
$2.78K - $3.17K
|
339
$20.6K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$5.67K - $6.46K
|
100
$6.08K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-301- 2.31% |
$17.1K - $19.5K
|
12.8K
$775K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 0.26% |
$56.7K - $64.6K
|
392K
$23.8M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 31.79% |
$104K - $119K
|
7.61K
$463K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-230- 2.71% |
$13K - $14.9K
|
8.26K
$502K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
113New |
$6.41K - $7.3K
|
113
$6.87K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.34K+ 28.37% |
$473K - $539K
|
37.8K
$2.3M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-128- 13.39% |
$7.26K - $8.27K
|
828
$50.3K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
405+ 4.78% |
$23K - $26.2K
|
8.87K
$540K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286New |
$16.2K - $18.5K
|
286
$17.4K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-544- 97.32% |
$30.8K - $35.2K
|
15
$912
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
205+ 0.74% |
$11.6K - $13.3K
|
28K
$1.7M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 0.6% |
$3.69K - $4.2K
|
10.8K
$659K
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
402+ 11.39% |
$22.8K - $26K
|
3.93K
$239K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
31.2KNew |
$1.77M - $2.02M
|
31.2K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.31K- 20.06% |
$74.3K - $84.7K
|
5.22K
$317K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-204- 4.72% |
$11.6K - $13.2K
|
4.12K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-283- 5.34% |
$16K - $18.3K
|
5.02K
$305K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
31.9KNew |
$1.81M - $2.06M
|
31.9K
$1.94M
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
214+ 0.26% |
$12.1K - $13.8K
|
82.3K
$5M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.3K - $1.49K
|
23
$1.4K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
270New |
$15.3K - $17.5K
|
270
$16.4K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-524- 26.19% |
$29.7K - $33.9K
|
1.48K
$89.8K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-3.1K- 9.28% |
$176K - $200K
|
30.3K
$1.84M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-574- 13.85% |
$32.5K - $37.1K
|
3.57K
$217K
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
9.33KNew |
$529K - $603K
|
9.33K
$567K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
179New |
$10.1K - $11.6K
|
179
$10.9K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
452+ 14.66% |
$25.6K - $29.2K
|
3.54K
$215K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
486New |
$27.6K - $31.4K
|
486
$29.5K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.6K+ 39.32% |
$599K - $683K
|
37.4K
$2.28M
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 14.04% |
$11.3K - $12.9K
|
1.23K
$74.5K
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-13- 0.02% |
$737 - $840
|
56.1K
$3.41M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
279New |
$15.8K - $18K
|
279
$17K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-25.7K- 90.71% |
$1.46M - $1.66M
|
2.64K
$160K
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
137KNew |
$7.76M - $8.84M
|
137K
$8.32M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-95- 5.69% |
$5.39K - $6.14K
|
1.57K
$95.7K
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.2K- 13.6% |
$68K - $77.6K
|
7.63K
$464K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-198- 3.25% |
$11.2K - $12.8K
|
5.89K
$358K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.88KNew |
$220K - $251K
|
3.88K
$236K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$567 - $646
|
10
$608
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.5% |
$284 - $323
|
994
$60.4K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.19K+ 34.46% |
$67.5K - $77K
|
4.65K
$283K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.1% |
$227 - $259
|
3.87K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.44% |
$1.13K - $1.29K
|
4.54K
$276K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
35+ 0.56% |
$1.98K - $2.26K
|
6.23K
$379K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.98KNew |
$169K - $193K
|
2.98K
$181K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-463- 3.63% |
$26.3K - $29.9K
|
12.3K
$748K
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-88- 1.39% |
$4.99K - $5.69K
|
6.24K
$380K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
62New |
$3.52K - $4.01K
|
62
$3.77K
|