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
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
854+ 0.3% |
$49.4K - $55.9K
|
287K
$17.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
852+ 0.86% |
$49.3K - $55.7K
|
100K
$6.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
848+ 683.87% |
$49.1K - $55.5K
|
972
$59.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
833+ 0.37% |
$48.2K - $54.5K
|
227K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
824+ 1.43% |
$47.7K - $53.9K
|
58.3K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
823New |
$47.7K - $53.8K
|
823
$50.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
770+ 2.14% |
$44.6K - $50.4K
|
36.7K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
754+ 13.92% |
$43.7K - $49.3K
|
6.17K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
754+ 1.85% |
$43.7K - $49.3K
|
41.6K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
740+ 7.28% |
$42.8K - $48.4K
|
10.9K
$666K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
739+ 3.4% |
$42.8K - $48.4K
|
22.5K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
727+ 4.37% |
$42.1K - $47.6K
|
17.4K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
713+ 4.34% |
$41.3K - $46.7K
|
17.1K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
704+ 1.11% |
$40.8K - $46.1K
|
64.2K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
683+ 3.88% |
$39.5K - $44.7K
|
18.3K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
680+ 1.2% |
$39.4K - $44.5K
|
57.1K
$3.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
679+ 1.69% |
$39.3K - $44.4K
|
40.7K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
650New |
$37.6K - $42.5K
|
650
$39.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
646+ 6.31% |
$37.4K - $42.3K
|
10.9K
$665K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
643+ 5.94% |
$37.2K - $42.1K
|
11.5K
$701K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
642+ 3.34% |
$37.2K - $42K
|
19.9K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
641+ 14.5% |
$37.1K - $41.9K
|
5.06K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
634+ 14.91% |
$36.7K - $41.5K
|
4.89K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
625+ 9.55% |
$36.2K - $40.9K
|
7.17K
$438K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
614+ 8.88% |
$35.6K - $40.2K
|
7.53K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
592+ 0.95% |
$34.3K - $38.7K
|
62.8K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
580+ 35.65% |
$33.6K - $37.9K
|
2.21K
$135K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
575+ 25.84% |
$33.3K - $37.6K
|
2.8K
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
563+ 531.13% |
$32.6K - $36.8K
|
669
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
555+ 1.93% |
$32.1K - $36.3K
|
29.3K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
549+ 1.92% |
$31.8K - $35.9K
|
29.2K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
540+ 0.49% |
$31.3K - $35.3K
|
112K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
540+ 12.16% |
$31.3K - $35.3K
|
4.98K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
520+ 5.26% |
$30.1K - $34K
|
10.4K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
502+ 4.5% |
$29.1K - $32.8K
|
11.7K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
496+ 4.58% |
$28.7K - $32.5K
|
11.3K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
492+ 3.03% |
$28.5K - $32.2K
|
16.7K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
491+ 3.07% |
$28.4K - $32.1K
|
16.5K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
482+ 1.91% |
$27.9K - $31.5K
|
25.7K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
471+ 8.87% |
$27.3K - $30.8K
|
5.78K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
470+ 7.7% |
$27.2K - $30.8K
|
6.58K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
467+ 9.99% |
$27K - $30.6K
|
5.14K
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
466+ 0.83% |
$27K - $30.5K
|
56.4K
$3.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
464+ 5.45% |
$26.9K - $30.4K
|
8.98K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
462+ 8.19% |
$26.7K - $30.2K
|
6.1K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
439+ 2.65% |
$25.4K - $28.7K
|
17K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
433+ 1.37% |
$25.1K - $28.3K
|
32K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
421+ 0.86% |
$24.4K - $27.5K
|
49.6K
$3.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
417+ 0.66% |
$24.1K - $27.3K
|
63.7K
$3.89M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
404+ 3.03% |
$23.4K - $26.4K
|
13.7K
$839K
|