Purchases and Sales Made in Q2 2025 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 2025. 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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-412- 3.51% |
$23.9K - $27K
|
11.3K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-421- 10.77% |
$24.4K - $27.5K
|
3.49K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-421- 0.68% |
$24.4K - $27.5K
|
61.9K
$3.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-424- 3.95% |
$24.5K - $27.7K
|
10.3K
$631K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-426- 3.46% |
$24.7K - $27.9K
|
11.9K
$725K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-429- 2.43% |
$24.8K - $28.1K
|
17.2K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-431- 2.29% |
$25K - $28.2K
|
18.4K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-437- 2.64% |
$25.3K - $28.6K
|
16.1K
$985K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-438- 4.61% |
$25.4K - $28.7K
|
9.07K
$554K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-474- 1.66% |
$27.4K - $31K
|
28K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-480- 7.91% |
$27.8K - $31.4K
|
5.59K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-483- 6.37% |
$28K - $31.6K
|
7.1K
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-491- 6.43% |
$28.4K - $32.1K
|
7.15K
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-492- 0.2% |
$28.5K - $32.2K
|
248K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-496- 4.26% |
$28.7K - $32.5K
|
11.1K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-500- 5.38% |
$29K - $32.7K
|
8.79K
$537K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-500- 6.06% |
$29K - $32.7K
|
7.75K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-500- 1.97% |
$29K - $32.7K
|
24.9K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-501- 2.47% |
$29K - $32.8K
|
19.8K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-501- 8.11% |
$29K - $32.8K
|
5.68K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-508- 2.77% |
$29.4K - $33.2K
|
17.8K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-510- 0.54% |
$29.5K - $33.4K
|
93.6K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-515- 1.59% |
$29.8K - $33.7K
|
31.8K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-538- 0.5% |
$31.2K - $35.2K
|
107K
$6.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-552- 5.6% |
$32K - $36.1K
|
9.3K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-553- 2.79% |
$32K - $36.2K
|
19.3K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-562- 4.18% |
$32.5K - $36.8K
|
12.9K
$788K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-565- 11.97% |
$32.7K - $37K
|
4.15K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-573- 3.18% |
$33.2K - $37.5K
|
17.5K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-585- 1.25% |
$33.9K - $38.3K
|
46.3K
$2.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-588- 1.98% |
$34K - $38.5K
|
29.2K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-589- 9.09% |
$34.1K - $38.5K
|
5.89K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-591- 5.13% |
$34.2K - $38.7K
|
10.9K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-594- 2.7% |
$34.4K - $38.9K
|
21.4K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-600- 1.37% |
$34.7K - $39.3K
|
43.3K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-600- 17.73% |
$34.7K - $39.3K
|
2.79K
$170K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-610- 1.31% |
$35.3K - $39.9K
|
46K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-620- 3.77% |
$35.9K - $40.6K
|
15.8K
$966K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-634- 3.49% |
$36.7K - $41.5K
|
17.5K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-638- 5.92% |
$36.9K - $41.7K
|
10.1K
$619K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-641- 9.93% |
$37.1K - $41.9K
|
5.81K
$355K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-666- 2.71% |
$38.6K - $43.6K
|
23.9K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-672- 3.1% |
$38.9K - $44K
|
21K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-679- 7.01% |
$39.3K - $44.4K
|
9K
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-690- 1.27% |
$40K - $45.1K
|
53.5K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-695- 15.34% |
$40.2K - $45.5K
|
3.84K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-697- 37.49% |
$40.4K - $45.6K
|
1.16K
$71K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-700- 9.18% |
$40.5K - $45.8K
|
6.93K
$423K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-700- 12.23% |
$40.5K - $45.8K
|
5.03K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-731- 4.49% |
$42.3K - $47.8K
|
15.5K
$949K
|