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 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-34.8K- 98.21% |
$1.94M - $2.12M
|
634
$37.9K
|
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
CALL |
16KNew |
$891K - $974K
|
16K
$953K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
12.3KNew |
$688K - $752K
|
12.3K
$736K
|
|
|
Aug 16, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
2.73K+ 23.91% |
$153K - $167K
|
14.2K
$846K
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.87KClosed |
$384K - $419K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.22KClosed |
$291K - $318K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
31.4KNew |
$1.76M - $1.92M
|
31.4K
$1.88M
|
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-12.5KClosed |
$698K - $763K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.37KClosed |
$76.4K - $83.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
136New |
$7.6K - $8.3K
|
136
$8.12K
|
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.72KClosed |
$319K - $349K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.91KClosed |
$219K - $239K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-782Closed |
$43.7K - $47.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-24Closed |
$1.34K - $1.47K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1K+ 25.64% |
$55.9K - $61.1K
|
4.9K
$293K
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
35.9K+ 32.04% |
$2M - $2.19M
|
148K
$8.83M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.97KClosed |
$334K - $365K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-4.57KClosed |
$255K - $279K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.5KClosed |
$196K - $214K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-399Closed |
$22.3K - $24.4K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.74KClosed |
$97.4K - $106K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Dash Acquisitions Inc.
|
SELL
|
- |
-23.1KClosed |
$1.29M - $1.41M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4.84KClosed |
$270K - $295K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-39Closed |
$2.18K - $2.38K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-6.94KClosed |
$388K - $424K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-205Closed |
$11.5K - $12.5K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-839Closed |
$46.9K - $51.2K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-7.38KClosed |
$412K - $451K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
First Merchants Corp
|
SELL
|
- |
-13.1KClosed |
$730K - $797K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-500Closed |
$27.9K - $30.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-425Closed |
$23.7K - $25.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-4.58KClosed |
$256K - $279K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
77.2KNew |
$4.31M - $4.72M
|
77.2K
$4.61M
|
|
|
Jul 19, 2021
Q2 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.92KClosed |
$219K - $239K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-44Closed |
$2.46K - $2.69K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Bonness Enterprises Inc
|
BUY
|
- |
6.1K+ 8.72% |
$341K - $372K
|
76K
$4.54M
|
|
|
Jul 13, 2021
Q2 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4KClosed |
$223K - $244K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
SELL
|
- |
-10.4KClosed |
$582K - $636K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-180- 8.55% |
$9.37K - $11K
|
1.93K
$115K
|
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
880+ 1060.24% |
$45.8K - $53.7K
|
963
$57.5K
|
|
|
Jun 21, 2021
Q1 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-49.2KClosed |
$2.56M - $3M
|
0
$0
|
|
|
Jun 09, 2021
Q1 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-51- 33.77% |
$2.66K - $3.11K
|
100
$5.97K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-64Closed |
$3.33K - $3.9K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Atwater Malick LLC
|
SELL
|
- |
-3.56KClosed |
$185K - $217K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.5KClosed |
$78.1K - $91.5K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-3.33KClosed |
$173K - $203K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.49KClosed |
$182K - $213K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.12KClosed |
$110K - $129K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tri Locum Partners LP
New York, NY |
SELL
|
- |
-3.73KClosed |
$194K - $227K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-9.75KClosed |
$508K - $594K
|
0
$0
|
|