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 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.11K+ 2.05% |
$180K - $203K
|
155K
$9.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.05K+ 6.06% |
$176K - $199K
|
53.3K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 6.15% |
$176K - $199K
|
52.5K
$3.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.01K+ 51.52% |
$174K - $197K
|
8.85K
$540K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.98K+ 40.35% |
$173K - $195K
|
10.4K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 172.91% |
$172K - $195K
|
4.69K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.88K+ 4.37% |
$166K - $188K
|
68.7K
$4.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.87K+ 398.89% |
$166K - $188K
|
3.59K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.69K+ 109.0% |
$156K - $176K
|
5.16K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.65K+ 6018.18% |
$153K - $173K
|
2.69K
$164K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.62K+ 31.67% |
$151K - $171K
|
10.9K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
2.58K+ 26.58% |
$150K - $169K
|
12.3K
$752K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.56K+ 1.58% |
$148K - $167K
|
164K
$10M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.55K+ 16.87% |
$148K - $167K
|
17.7K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
2.52K+ 19.87% |
$146K - $165K
|
15.2K
$929K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.49K+ 12.05% |
$144K - $163K
|
23.2K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 3.04% |
$140K - $158K
|
82.2K
$5.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
2.38K+ 64.74% |
$138K - $156K
|
6.06K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.37K+ 2.12% |
$137K - $155K
|
114K
$6.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.36K+ 33.37% |
$137K - $154K
|
9.43K
$576K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.26K+ 8.9% |
$131K - $148K
|
27.7K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.25K+ 21.29% |
$130K - $147K
|
12.8K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
2.12K+ 1.59% |
$123K - $138K
|
135K
$8.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.12K+ 2.74% |
$122K - $138K
|
79.4K
$4.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.09K+ 41.92% |
$121K - $136K
|
7.06K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.97K+ 16.88% |
$114K - $129K
|
13.7K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.97K+ 7.26% |
$114K - $129K
|
29.1K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.96K+ 3.83% |
$113K - $128K
|
53.1K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 13.6% |
$113K - $128K
|
16.3K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.94KNew |
$113K - $127K
|
1.94K
$119K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 28.55% |
$112K - $126K
|
8.7K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
1.88K+ 3.69% |
$109K - $123K
|
52.7K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.86K+ 38.81% |
$108K - $122K
|
6.67K
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.86K+ 36.3% |
$108K - $122K
|
6.98K
$426K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.78K+ 6.64% |
$103K - $116K
|
28.6K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.78K+ 4.1% |
$103K - $116K
|
45.2K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 8.54% |
$103K - $116K
|
22.6K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.73K+ 2.61% |
$100K - $113K
|
68.1K
$4.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.72KNew |
$99.4K - $112K
|
1.72K
$105K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.71K+ 1.27% |
$98.8K - $112K
|
136K
$8.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.7K+ 2.99% |
$98.5K - $111K
|
58.7K
$3.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.68K+ 16.61% |
$97.5K - $110K
|
11.8K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.68K+ 4.74% |
$97.3K - $110K
|
37.1K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.64K+ 1.64% |
$95.1K - $108K
|
102K
$6.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.62K+ 9.57% |
$94K - $106K
|
18.6K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.58K+ 19.99% |
$91.3K - $103K
|
9.47K
$578K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.54K+ 11.72% |
$89.1K - $101K
|
14.7K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.52K+ 9.53% |
$87.8K - $99.3K
|
17.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.51K+ 13.4% |
$87.5K - $98.9K
|
12.8K
$782K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.5K+ 3.78% |
$86.6K - $97.8K
|
41.1K
$2.51M
|