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 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.51K+ 0.63% |
$116K - $141K
|
401K
$23.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.5K+ 21.62% |
$116K - $141K
|
14.1K
$826K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.49K+ 4.41% |
$116K - $140K
|
59K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.43KNew |
$113K - $137K
|
2.43K
$142K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.43K+ 3.87% |
$113K - $137K
|
65.3K
$3.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.43K+ 6.8% |
$113K - $137K
|
38.1K
$2.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 6.58% |
$111K - $135K
|
38.8K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.39K+ 4.62% |
$111K - $135K
|
54.2K
$3.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.38K+ 4.6% |
$110K - $134K
|
54.1K
$3.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.37K+ 35.77% |
$110K - $134K
|
9.01K
$528K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.35K+ 2.46% |
$109K - $133K
|
98.1K
$5.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.29K+ 17.49% |
$107K - $129K
|
15.4K
$903K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.28K+ 8.36% |
$106K - $128K
|
29.5K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.27K+ 24.72% |
$105K - $128K
|
11.4K
$671K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.22K+ 1.29% |
$103K - $125K
|
174K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 17.59% |
$102K - $124K
|
14.7K
$863K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.2K+ 20.11% |
$102K - $124K
|
13.1K
$769K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.19K+ 34.58% |
$102K - $124K
|
8.54K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.19K+ 35.13% |
$102K - $123K
|
8.42K
$493K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.18K+ 1.69% |
$101K - $123K
|
131K
$7.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
2.18K+ 2.76% |
$101K - $123K
|
80.9K
$4.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.08K+ 2.08% |
$96.8K - $117K
|
102K
$6M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2KNew |
$92.9K - $113K
|
2K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.99K+ 0.28% |
$92.6K - $112K
|
716K
$42M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.98K+ 27.81% |
$92.2K - $112K
|
9.11K
$534K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.96K+ 1.45% |
$91K - $110K
|
137K
$8.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.95K+ 2752.11% |
$90.8K - $110K
|
2.03K
$119K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$90.6K - $110K
|
1.95K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.84K+ 13.89% |
$85.3K - $103K
|
15.1K
$882K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 43.5% |
$82.1K - $99.6K
|
5.83K
$342K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.76K+ 3.04% |
$81.8K - $99.3K
|
59.7K
$3.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75K+ 14.31% |
$81.2K - $98.6K
|
14K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 121.16% |
$80.9K - $98.2K
|
3.18K
$186K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.74K+ 25.32% |
$80.7K - $97.9K
|
8.6K
$504K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.74K+ 42.17% |
$80.6K - $97.8K
|
5.85K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.7K+ 20.98% |
$78.9K - $95.7K
|
9.78K
$573K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.69K+ 6.61% |
$78.5K - $95.3K
|
27.2K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 3.99% |
$75.5K - $91.6K
|
42.4K
$2.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 24.63% |
$74.4K - $90.2K
|
8.1K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.55K+ 16.02% |
$72K - $87.3K
|
11.2K
$658K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.5K+ 42.86% |
$69.7K - $84.6K
|
5K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 4.05% |
$69.5K - $84.3K
|
38.4K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.47K+ 3.66% |
$68.4K - $82.9K
|
41.6K
$2.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
1.4K+ 10.17% |
$65.1K - $79K
|
15.2K
$890K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.4K+ 3.26% |
$64.9K - $78.8K
|
44.3K
$2.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 2.25% |
$64.9K - $78.7K
|
63.3K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.39K+ 0.42% |
$64.5K - $78.3K
|
336K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.31K+ 262.4% |
$61K - $74K
|
1.81K
$106K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
1.31K+ 18.56% |
$60.9K - $73.9K
|
8.37K
$491K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29K+ 1.38% |
$59.9K - $72.7K
|
94.6K
$5.54M
|