Purchases and Sales Made in Q2 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.59K- 6.68% |
$73.7K - $89.5K
|
22.2K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.61K- 3.29% |
$74.7K - $90.7K
|
47.2K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.63K- 17.3% |
$75.5K - $91.6K
|
7.77K
$464K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.63K- 11.52% |
$75.9K - $92.1K
|
12.6K
$750K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.64K- 12.65% |
$76K - $92.2K
|
11.3K
$675K
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.66K- 3.31% |
$77K - $93.4K
|
48.3K
$2.89M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.68K- 19.9% |
$77.9K - $94.5K
|
6.75K
$403K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.7K- 15.23% |
$79.2K - $96.1K
|
9.49K
$567K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-1.72K- 24.36% |
$79.9K - $96.9K
|
5.34K
$319K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.75K- 9.66% |
$81.3K - $98.6K
|
16.4K
$977K
|
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.76K- 0.59% |
$81.9K - $99.3K
|
298K
$17.8M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.77K- 0.99% |
$82.3K - $99.8K
|
177K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.78K- 3.32% |
$82.8K - $100K
|
52K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.81K- 7.6% |
$84.3K - $102K
|
22.1K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.9K- 9.3% |
$88.2K - $107K
|
18.5K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.96K- 3.54% |
$90.9K - $110K
|
53.3K
$3.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.97K- 18.9% |
$91.7K - $111K
|
8.47K
$506K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.01K- 1.83% |
$93.2K - $113K
|
108K
$6.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.01K- 5.38% |
$93.4K - $113K
|
35.3K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 10.75% |
$93.6K - $114K
|
16.7K
$999K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.08K- 4.55% |
$96.6K - $117K
|
43.6K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.08K- 2.93% |
$96.7K - $117K
|
68.9K
$4.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.1K- 3.55% |
$97.6K - $118K
|
57.1K
$3.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.13K- 61.67% |
$98.9K - $120K
|
1.32K
$79K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.15K- 32.02% |
$100K - $121K
|
4.57K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.17K- 10.12% |
$101K - $123K
|
19.3K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.2K- 2.06% |
$102K - $124K
|
105K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.21K- 3.48% |
$103K - $125K
|
61.3K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 31.94% |
$104K - $126K
|
4.78K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.29K- 3.23% |
$106K - $129K
|
68.5K
$4.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.29K- 24.63% |
$106K - $129K
|
7.01K
$419K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.3K- 89.32% |
$107K - $130K
|
275
$16.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.45K- 9.27% |
$114K - $138K
|
24K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.45K- 5.87% |
$114K - $138K
|
39.3K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.46K- 33.98% |
$114K - $138K
|
4.77K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.5K- 4.01% |
$116K - $141K
|
59.9K
$3.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.52K- 28.97% |
$117K - $142K
|
6.19K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.53K- 11.04% |
$117K - $142K
|
20.4K
$1.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.59K- 3.22% |
$120K - $146K
|
77.9K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.59K- 20.44% |
$121K - $146K
|
10.1K
$603K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.6K- 3.47% |
$121K - $146K
|
72.3K
$4.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.61K- 4.42% |
$121K - $147K
|
56.4K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.61K- 33.51% |
$121K - $147K
|
5.18K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.62K- 7.56% |
$122K - $147K
|
32K
$1.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.64K- 35.43% |
$123K - $149K
|
4.81K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.66K- 3.58% |
$124K - $150K
|
71.6K
$4.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.73K- 12.6% |
$127K - $154K
|
18.9K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 21.17% |
$129K - $157K
|
10.4K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2.81K- 6.84% |
$131K - $158K
|
38.3K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.82K- 1.15% |
$131K - $159K
|
243K
$14.5M
|