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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.92K+ 6.29% |
$285K - $322K
|
83K
$5.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.85KNew |
$281K - $317K
|
4.85K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
4.7KNew |
$272K - $308K
|
4.7K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.7KNew |
$272K - $308K
|
4.7K
$287K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.67K+ 17.43% |
$270K - $305K
|
31.4K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.56KNew |
$264K - $298K
|
4.56K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
4.51K+ 5.49% |
$261K - $295K
|
86.8K
$5.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
4.5K+ 39.67% |
$261K - $295K
|
15.8K
$968K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.46K+ 14.03% |
$258K - $292K
|
36.3K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.43KNew |
$256K - $290K
|
4.43K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.35KNew |
$252K - $284K
|
4.35K
$265K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.33K+ 128.55% |
$251K - $283K
|
7.7K
$470K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.33KNew |
$250K - $283K
|
4.33K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.27K+ 1.45% |
$247K - $280K
|
299K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.21KNew |
$244K - $275K
|
4.21K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
4.15K+ 46.33% |
$240K - $272K
|
13.1K
$801K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.12K+ 5.09% |
$238K - $269K
|
85.1K
$5.2M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.11K+ 43.62% |
$238K - $269K
|
13.5K
$826K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.05K+ 56.05% |
$234K - $265K
|
11.3K
$688K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.03K+ 4.6% |
$234K - $264K
|
91.7K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
4.01K+ 28.59% |
$232K - $262K
|
18K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
4K+ 10.72% |
$232K - $262K
|
41.3K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.96KNew |
$229K - $259K
|
3.96K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.88KNew |
$225K - $254K
|
3.88K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3.78K+ 1.8% |
$219K - $248K
|
214K
$13.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.74K+ 38.3% |
$217K - $245K
|
13.5K
$825K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.74K+ 5.74% |
$216K - $244K
|
68.8K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.68K+ 5.13% |
$213K - $241K
|
75.3K
$4.6M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 18.36% |
$210K - $238K
|
23.4K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.6KNew |
$208K - $235K
|
3.6K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.6KNew |
$208K - $235K
|
3.6K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.59KNew |
$208K - $235K
|
3.59K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$207K - $234K
|
3.58K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.58KNew |
$207K - $234K
|
3.58K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.57K+ 84.96% |
$207K - $234K
|
7.77K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.54KNew |
$205K - $231K
|
3.54K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.52K+ 2.61% |
$204K - $231K
|
138K
$8.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
3.5KNew |
$203K - $229K
|
3.5K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.46KNew |
$200K - $226K
|
3.46K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.44K+ 7.76% |
$199K - $225K
|
47.8K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.38KNew |
$196K - $221K
|
3.38K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.37KNew |
$195K - $221K
|
3.37K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.35KNew |
$194K - $219K
|
3.35K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.34KNew |
$193K - $219K
|
3.34K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.34K+ 5.11% |
$193K - $218K
|
68.7K
$4.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.33KNew |
$193K - $218K
|
3.33K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.32KNew |
$192K - $217K
|
3.32K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.31KNew |
$192K - $216K
|
3.31K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.3KNew |
$191K - $216K
|
3.3K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
3.3KNew |
$191K - $216K
|
3.3K
$201K
|