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 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 94.34% |
$4.65K - $5.64K
|
206
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
91+ 1.02% |
$4.23K - $5.13K
|
8.97K
$526K
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
90+ 1.74% |
$4.18K - $5.07K
|
5.25K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 2.24% |
$4.18K - $5.07K
|
4.1K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87New |
$4.04K - $4.91K
|
87
$5.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
86New |
$4K - $4.85K
|
86
$5.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
84+ 2.0% |
$3.9K - $4.74K
|
4.29K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 754.55% |
$3.86K - $4.68K
|
94
$5.51K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
81+ 1.53% |
$3.76K - $4.57K
|
5.37K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
73+ 0.72% |
$3.39K - $4.12K
|
10.2K
$600K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
71+ 0.95% |
$3.3K - $4K
|
7.58K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
62+ 1.01% |
$2.88K - $3.5K
|
6.22K
$365K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
61+ 6.7% |
$2.83K - $3.44K
|
971
$56.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
61+ 1.52% |
$2.83K - $3.44K
|
4.08K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$2.79K - $3.38K
|
60
$3.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
60+ 0.57% |
$2.79K - $3.38K
|
10.6K
$623K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
60+ 13.36% |
$2.79K - $3.38K
|
509
$29.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
58+ 0.42% |
$2.7K - $3.27K
|
13.8K
$806K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
57+ 1.17% |
$2.65K - $3.21K
|
4.92K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
53+ 0.82% |
$2.46K - $2.99K
|
6.52K
$382K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53+ 1.19% |
$2.46K - $2.99K
|
4.52K
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
52New |
$2.42K - $2.93K
|
52
$3.05K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
51+ 0.12% |
$2.37K - $2.88K
|
43K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
50+ 0.87% |
$2.32K - $2.82K
|
5.82K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 7.94% |
$2.32K - $2.82K
|
680
$39.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
50+ 1.22% |
$2.32K - $2.82K
|
4.15K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 13.62% |
$2.32K - $2.82K
|
417
$24.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
48+ 11.24% |
$2.23K - $2.71K
|
475
$27.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
47+ 3.57% |
$2.18K - $2.65K
|
1.36K
$79.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
47+ 0.51% |
$2.18K - $2.65K
|
9.26K
$543K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
45+ 0.29% |
$2.09K - $2.54K
|
15.8K
$923K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 4.94% |
$2.09K - $2.54K
|
956
$56K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 0.44% |
$2.09K - $2.54K
|
10.2K
$601K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
44New |
$2.04K - $2.48K
|
44
$2.58K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
42+ 0.19% |
$1.95K - $2.37K
|
22K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
40+ 15.38% |
$1.86K - $2.26K
|
300
$17.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
36New |
$1.67K - $2.03K
|
36
$2.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
34New |
$1.58K - $1.92K
|
34
$1.99K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34+ 0.59% |
$1.58K - $1.92K
|
5.76K
$338K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31+ 0.69% |
$1.44K - $1.75K
|
4.52K
$265K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
30New |
$1.39K - $1.69K
|
30
$1.76K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28+ 24.78% |
$1.3K - $1.58K
|
141
$8.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
27New |
$1.25K - $1.52K
|
27
$1.58K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
25+ 0.13% |
$1.16K - $1.41K
|
19.9K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
24+ 0.44% |
$1.12K - $1.35K
|
5.43K
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.53% |
$1.07K - $1.3K
|
4.39K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 7.96% |
$1.07K - $1.3K
|
312
$18.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
22+ 61.11% |
$1.02K - $1.24K
|
58
$3.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 5.75% |
$976 - $1.18K
|
386
$22.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.81% |
$976 - $1.18K
|
2.6K
$152K
|