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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.67KNew |
$217K - $264K
|
4.67K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.65K+ 31.78% |
$216K - $262K
|
19.3K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.65K+ 53.96% |
$216K - $262K
|
13.3K
$777K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.61KNew |
$214K - $260K
|
4.61K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.48KNew |
$208K - $253K
|
4.48K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4.45KNew |
$207K - $251K
|
4.45K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.34KNew |
$202K - $245K
|
4.34K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.22K+ 13.43% |
$196K - $238K
|
35.6K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.16KNew |
$193K - $234K
|
4.16K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.14K+ 8.39% |
$192K - $233K
|
53.5K
$3.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.14K+ 6.81% |
$192K - $233K
|
64.9K
$3.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.09K+ 13.01% |
$190K - $230K
|
35.5K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.94K+ 112.18% |
$183K - $222K
|
7.46K
$437K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.92KNew |
$182K - $221K
|
3.92K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.91K+ 75.64% |
$182K - $220K
|
9.08K
$532K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.91K+ 48.58% |
$182K - $220K
|
12K
$701K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.9KNew |
$181K - $220K
|
3.9K
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.87KNew |
$180K - $218K
|
3.87K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.86KNew |
$179K - $218K
|
3.86K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.81K+ 5.77% |
$177K - $215K
|
69.8K
$4.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3.75KNew |
$174K - $211K
|
3.75K
$220K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$174K - $211K
|
3.75K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.74KNew |
$174K - $211K
|
3.74K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.74KNew |
$174K - $211K
|
3.74K
$219K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.73K+ 62.66% |
$173K - $210K
|
9.67K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.71KNew |
$172K - $209K
|
3.71K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.7KNew |
$172K - $209K
|
3.7K
$217K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.7KNew |
$172K - $209K
|
3.7K
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.7KNew |
$172K - $208K
|
3.7K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.69K+ 0.61% |
$172K - $208K
|
610K
$35.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$171K - $207K
|
3.68K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.67KNew |
$170K - $207K
|
3.67K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.67K+ 50.13% |
$170K - $207K
|
11K
$643K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$170K - $206K
|
3.66K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.51K+ 21.06% |
$163K - $198K
|
20.2K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.48K+ 47.74% |
$161K - $196K
|
10.8K
$630K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
3.43K+ 2.34% |
$159K - $193K
|
150K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.36K+ 4.46% |
$156K - $189K
|
78.7K
$4.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.34K+ 8.25% |
$155K - $188K
|
43.8K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$155K - $188K
|
3.33K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
3.14K+ 8.29% |
$146K - $177K
|
41K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.11K+ 11.36% |
$145K - $176K
|
30.5K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3K+ 6.36% |
$140K - $169K
|
50.2K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.91K+ 3.85% |
$135K - $164K
|
78.6K
$4.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.91K+ 3029.17% |
$135K - $164K
|
3K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.76K+ 45.8% |
$128K - $155K
|
8.77K
$514K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.67K+ 40.73% |
$124K - $150K
|
9.21K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.6K+ 17.51% |
$121K - $147K
|
17.5K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.58K+ 4.47% |
$120K - $146K
|
60.4K
$3.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.53K+ 18.93% |
$117K - $142K
|
15.9K
$931K
|