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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
11.3K+ 13.78% |
$656K - $742K
|
93.6K
$5.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.3KNew |
$653K - $738K
|
11.3K
$689K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.3KNew |
$595K - $673K
|
10.3K
$628K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.1K+ 225.22% |
$584K - $660K
|
14.6K
$889K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
9.84K+ 6.46% |
$569K - $644K
|
162K
$9.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
9.74K+ 242.01% |
$564K - $637K
|
13.8K
$840K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.13KNew |
$529K - $598K
|
9.13K
$558K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
9.09K+ 6.11% |
$526K - $595K
|
158K
$9.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.99K+ 4.83% |
$521K - $588K
|
195K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.71K+ 1.44% |
$504K - $570K
|
612K
$37.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.67K+ 34.63% |
$502K - $567K
|
33.7K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.56K+ 1.44% |
$495K - $560K
|
604K
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.4K+ 10.57% |
$486K - $549K
|
87.9K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.07K+ 11.03% |
$467K - $528K
|
81.3K
$4.96M
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
7.91K+ 21.14% |
$458K - $517K
|
45.3K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.77K+ 38.7% |
$450K - $509K
|
27.9K
$1.7M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.6KNew |
$440K - $498K
|
7.6K
$464K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
7.6KNew |
$440K - $497K
|
7.6K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.32KNew |
$424K - $479K
|
7.32K
$447K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
7.32K+ 174.65% |
$424K - $479K
|
11.5K
$703K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.16K+ 59.45% |
$415K - $468K
|
19.2K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.12K+ 5.58% |
$412K - $466K
|
135K
$8.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.89KNew |
$399K - $451K
|
6.89K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
6.75K+ 103.94% |
$391K - $441K
|
13.2K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.57KNew |
$380K - $430K
|
6.57K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.52K+ 0.59% |
$377K - $426K
|
1.1M
$67.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.49K+ 49.83% |
$376K - $425K
|
19.5K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.48K+ 886.18% |
$375K - $424K
|
7.21K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.47KNew |
$375K - $424K
|
6.47K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.44K+ 14.01% |
$373K - $422K
|
52.4K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.4K+ 64.44% |
$371K - $419K
|
16.3K
$998K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.34KNew |
$367K - $415K
|
6.34K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6.3K+ 19.07% |
$364K - $412K
|
39.3K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.19K+ 35.01% |
$358K - $405K
|
23.9K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.06K+ 23.47% |
$351K - $396K
|
31.9K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6K+ 79.73% |
$348K - $393K
|
13.5K
$827K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.98K+ 11.87% |
$346K - $391K
|
56.4K
$3.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.94K+ 9.67% |
$344K - $389K
|
67.4K
$4.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.94K+ 0.06% |
$344K - $388K
|
9.28M
$567M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.79KNew |
$335K - $379K
|
5.79K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.67K+ 10.52% |
$328K - $371K
|
59.6K
$3.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
5.66K+ 8.66% |
$328K - $370K
|
71K
$4.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.65K+ 5.5% |
$327K - $370K
|
108K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.6K+ 53.19% |
$324K - $367K
|
16.1K
$986K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.43KNew |
$314K - $355K
|
5.43K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.38K+ 8.58% |
$311K - $352K
|
68K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
5.33KNew |
$309K - $349K
|
5.33K
$326K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
5.25KNew |
$304K - $344K
|
5.25K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
5.22KNew |
$302K - $341K
|
5.22K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5KNew |
$290K - $327K
|
5K
$305K
|