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 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
691+ 10.22% |
$32.1K - $39K
|
7.46K
$437K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
661+ 27.26% |
$30.7K - $37.3K
|
3.09K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
640+ 235.29% |
$29.7K - $36.1K
|
912
$53.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
640+ 4.33% |
$29.7K - $36.1K
|
15.4K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
609New |
$28.3K - $34.3K
|
609
$35.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
606+ 13.62% |
$28.2K - $34.2K
|
5.06K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
603+ 8.06% |
$28K - $34K
|
8.09K
$474K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
600+ 5.6% |
$27.9K - $33.8K
|
11.3K
$663K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
590+ 7.11% |
$27.4K - $33.3K
|
8.89K
$521K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
570+ 8.63% |
$26.5K - $32.1K
|
7.18K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
550+ 2.16% |
$25.6K - $31K
|
26K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
545New |
$25.3K - $30.7K
|
545
$31.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
540+ 3.97% |
$25.1K - $30.4K
|
14.1K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
536+ 4.12% |
$24.9K - $30.2K
|
13.5K
$793K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
510+ 120.28% |
$23.7K - $28.8K
|
934
$54.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
505+ 81.19% |
$23.5K - $28.5K
|
1.13K
$66.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
499+ 7.53% |
$23.2K - $28.1K
|
7.13K
$418K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
496+ 7.59% |
$23K - $28K
|
7.03K
$412K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
463+ 8.06% |
$21.5K - $26.1K
|
6.2K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
452+ 6.05% |
$21K - $25.5K
|
7.93K
$465K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
428+ 423.76% |
$19.9K - $24.1K
|
529
$31K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
425+ 393.52% |
$19.7K - $24K
|
533
$31.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
421+ 5.05% |
$19.6K - $23.7K
|
8.76K
$514K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
417+ 9.03% |
$19.4K - $23.5K
|
5.03K
$295K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
416+ 2.06% |
$19.3K - $23.5K
|
20.6K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
405+ 4.32% |
$18.8K - $22.8K
|
9.79K
$574K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
403New |
$18.7K - $22.7K
|
403
$23.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
403+ 7.87% |
$18.7K - $22.7K
|
5.52K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
400+ 4.66% |
$18.6K - $22.6K
|
8.98K
$526K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
400+ 0.49% |
$18.6K - $22.6K
|
82.4K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
382+ 3.53% |
$17.8K - $21.5K
|
11.2K
$656K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
380+ 6.1% |
$17.7K - $21.4K
|
6.61K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
380+ 8.57% |
$17.7K - $21.4K
|
4.82K
$282K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
379+ 4.57% |
$17.6K - $21.4K
|
8.68K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
364+ 2.83% |
$16.9K - $20.5K
|
13.2K
$776K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
361+ 2.75% |
$16.8K - $20.4K
|
13.5K
$790K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
358New |
$16.6K - $20.2K
|
358
$21K
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
354+ 2.23% |
$16.5K - $20K
|
16.2K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
345+ 3.29% |
$16K - $19.5K
|
10.8K
$634K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
343+ 3.24% |
$15.9K - $19.3K
|
10.9K
$640K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
340+ 1.77% |
$15.8K - $19.2K
|
19.6K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
335New |
$15.6K - $18.9K
|
335
$19.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
334+ 2.25% |
$15.5K - $18.8K
|
15.2K
$888K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
330+ 6.21% |
$15.3K - $18.6K
|
5.65K
$331K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
327+ 1.76% |
$15.2K - $18.4K
|
18.9K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
325+ 2.1% |
$15.1K - $18.3K
|
15.8K
$928K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
318+ 4.5% |
$14.8K - $17.9K
|
7.38K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
313+ 6.81% |
$14.5K - $17.6K
|
4.91K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
312+ 5.79% |
$14.5K - $17.6K
|
5.7K
$334K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
312+ 1.83% |
$14.5K - $17.6K
|
17.3K
$1.02M
|