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 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
10.9K+ 6.2% |
$505K - $612K
|
186K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.8KNew |
$502K - $609K
|
10.8K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5K+ 19.99% |
$488K - $593K
|
63.1K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.5K+ 1453.25% |
$488K - $592K
|
11.2K
$616K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.2K+ 236.5% |
$473K - $574K
|
14.5K
$796K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
9.6K+ 77.93% |
$446K - $541K
|
21.9K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.38K+ 8.48% |
$436K - $529K
|
120K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.22K+ 161.36% |
$429K - $520K
|
14.9K
$820K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.19K+ 77.12% |
$427K - $518K
|
21.1K
$1.16M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.79K+ 21.26% |
$409K - $496K
|
50.1K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
8.35K+ 24.59% |
$388K - $471K
|
42.3K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.26KNew |
$384K - $466K
|
8.26K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.16KNew |
$379K - $460K
|
8.16K
$448K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
8KNew |
$372K - $451K
|
8K
$439K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7.96K+ 35.52% |
$370K - $449K
|
30.4K
$1.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.67K+ 17.44% |
$356K - $432K
|
51.6K
$2.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.67K+ 17.44% |
$356K - $432K
|
51.6K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.48KNew |
$348K - $422K
|
7.48K
$411K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
7.48K+ 0.87% |
$348K - $422K
|
865K
$47.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.29K+ 90.84% |
$339K - $411K
|
15.3K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.21KNew |
$335K - $406K
|
7.21K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.13KNew |
$331K - $402K
|
7.13K
$391K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.08KNew |
$329K - $399K
|
7.08K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
7.05K+ 54.13% |
$328K - $397K
|
20.1K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
6.81K+ 5.6% |
$316K - $384K
|
128K
$7.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
6.76K+ 4.3% |
$314K - $381K
|
164K
$9.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.59K+ 14.37% |
$306K - $371K
|
52.4K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.59K+ 26.14% |
$306K - $371K
|
31.8K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
6.51K+ 3.66% |
$303K - $367K
|
185K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.44K+ 43.5% |
$299K - $363K
|
21.2K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.26KNew |
$291K - $353K
|
6.26K
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.02KNew |
$280K - $339K
|
6.02K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.85KNew |
$272K - $330K
|
5.85K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.85K+ 15.07% |
$272K - $330K
|
44.6K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.82K+ 3.74% |
$270K - $328K
|
161K
$8.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.81K+ 62.86% |
$270K - $327K
|
15K
$826K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.52KNew |
$257K - $311K
|
5.52K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
5.5K+ 15.04% |
$255K - $310K
|
42K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.44KNew |
$253K - $307K
|
5.44K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.42K+ 237.24% |
$252K - $306K
|
7.71K
$423K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.33K+ 8.48% |
$247K - $300K
|
68.1K
$3.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.27KNew |
$245K - $297K
|
5.27K
$289K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.21K+ 58.97% |
$242K - $294K
|
14K
$771K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.17KNew |
$240K - $291K
|
5.17K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.14KNew |
$239K - $290K
|
5.14K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.13KNew |
$238K - $289K
|
5.13K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.06K+ 6.75% |
$235K - $285K
|
80K
$4.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5KNew |
$232K - $282K
|
5K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.86K+ 21.21% |
$226K - $274K
|
27.8K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.71K+ 4.81% |
$219K - $266K
|
103K
$5.63M
|