Purchases and Sales Made in Q1 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q1 2024. The information is specifically focused on institutions that hold shares of UNILEVER PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
101+ 1.26% |
$4.75K - $5.17K
|
8.09K
$494K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
100+ 1.02% |
$4.7K - $5.12K
|
9.86K
$602K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
97New |
$4.56K - $4.97K
|
97
$5.92K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
96+ 1.47% |
$4.51K - $4.92K
|
6.63K
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
87+ 16.6% |
$4.09K - $4.46K
|
611
$37.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
87+ 16.02% |
$4.09K - $4.46K
|
630
$38.5K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
86+ 21.5% |
$4.04K - $4.4K
|
486
$29.7K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
85+ 0.44% |
$3.99K - $4.35K
|
19.2K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
84+ 1.1% |
$3.95K - $4.3K
|
7.74K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81+ 28.52% |
$3.81K - $4.15K
|
365
$22.3K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
81+ 202.5% |
$3.81K - $4.15K
|
121
$7.39K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
77+ 0.67% |
$3.62K - $3.94K
|
11.6K
$711K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
76New |
$3.57K - $3.89K
|
76
$4.64K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
73+ 132.73% |
$3.43K - $3.74K
|
128
$7.82K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
72+ 0.07% |
$3.38K - $3.69K
|
105K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
68New |
$3.2K - $3.48K
|
68
$4.15K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 2.59% |
$3.05K - $3.33K
|
2.58K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
63+ 2.86% |
$2.96K - $3.23K
|
2.26K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
60+ 76.92% |
$2.82K - $3.07K
|
138
$8.43K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
58+ 1.23% |
$2.73K - $2.97K
|
4.76K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
54+ 4.52% |
$2.54K - $2.77K
|
1.25K
$76.4K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
51+ 0.58% |
$2.4K - $2.61K
|
8.89K
$543K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49+ 21.97% |
$2.3K - $2.51K
|
272
$16.6K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
49+ 0.68% |
$2.3K - $2.51K
|
7.26K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
47+ 7.82% |
$2.21K - $2.41K
|
648
$39.6K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
46+ 18.93% |
$2.16K - $2.36K
|
289
$17.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
46+ 7.44% |
$2.16K - $2.36K
|
664
$40.6K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44+ 4.98% |
$2.07K - $2.25K
|
928
$56.7K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
44+ 0.96% |
$2.07K - $2.25K
|
4.61K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
43+ 100.0% |
$2.02K - $2.2K
|
86
$5.25K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
42+ 71.19% |
$1.97K - $2.15K
|
101
$6.17K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40+ 0.61% |
$1.88K - $2.05K
|
6.61K
$403K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
36New |
$1.69K - $1.84K
|
36
$2.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
34+ 0.33% |
$1.6K - $1.74K
|
10.4K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
34+ 0.28% |
$1.6K - $1.74K
|
12.3K
$752K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
33+ 0.43% |
$1.55K - $1.69K
|
7.68K
$469K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
25+ 0.41% |
$1.17K - $1.28K
|
6.13K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
25+ 0.02% |
$1.17K - $1.28K
|
150K
$9.19M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23+ 0.47% |
$1.08K - $1.18K
|
4.89K
$299K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
22+ 1.14% |
$1.03K - $1.13K
|
1.95K
$119K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.44% |
$940 - $1.02K
|
4.62K
$282K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20+ 0.03% |
$940 - $1.02K
|
75.4K
$4.61M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
20+ 0.06% |
$940 - $1.02K
|
34.6K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 3.15% |
$893 - $973
|
622
$38K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 0.55% |
$893 - $973
|
3.46K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 0.12% |
$893 - $973
|
15.5K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15New |
$705 - $768
|
15
$916
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13+ 0.13% |
$611 - $666
|
10.2K
$623K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13+ 5.56% |
$611 - $666
|
247
$15.1K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 175.0% |
$329 - $359
|
11
$672
|