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 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
399+ 1.92% |
$23.1K - $26.1K
|
21.2K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
397+ 1.86% |
$23K - $26K
|
21.7K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
395New |
$22.9K - $25.8K
|
395
$24.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
394+ 6.2% |
$22.8K - $25.8K
|
6.75K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
385+ 0.47% |
$22.3K - $25.2K
|
82.9K
$5.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
382+ 4.11% |
$22.1K - $25K
|
9.69K
$592K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
380+ 2.29% |
$22K - $24.9K
|
17K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
378+ 3.29% |
$21.9K - $24.7K
|
11.9K
$725K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
375+ 9.13% |
$21.7K - $24.5K
|
4.48K
$274K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
374+ 10.54% |
$21.7K - $24.5K
|
3.92K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
374+ 7.63% |
$21.7K - $24.5K
|
5.27K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
366+ 2.54% |
$21.2K - $23.9K
|
14.8K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
363+ 9.45% |
$21K - $23.8K
|
4.2K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
349+ 0.88% |
$20.2K - $22.8K
|
40.2K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
345+ 6.85% |
$20K - $22.6K
|
5.38K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
330+ 0.45% |
$19.1K - $21.6K
|
74K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
325+ 79.08% |
$18.8K - $21.3K
|
736
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
324+ 6.79% |
$18.8K - $21.2K
|
5.1K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
322+ 28.67% |
$18.6K - $21.1K
|
1.45K
$88.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
320New |
$18.5K - $20.9K
|
320
$19.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
316+ 2.83% |
$18.3K - $20.7K
|
11.5K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
308+ 7.88% |
$17.8K - $20.2K
|
4.22K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
297+ 1.58% |
$17.2K - $19.4K
|
19.1K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
295+ 2.33% |
$17.1K - $19.3K
|
12.9K
$791K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
295+ 9.22% |
$17.1K - $19.3K
|
3.49K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
293+ 1.12% |
$17K - $19.2K
|
26.4K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
288+ 1.28% |
$16.7K - $18.8K
|
22.8K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
283+ 0.42% |
$16.4K - $18.5K
|
67.4K
$4.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
280+ 6.64% |
$16.2K - $18.3K
|
4.5K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
279New |
$16.2K - $18.3K
|
279
$17K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
271+ 7.41% |
$15.7K - $17.7K
|
3.93K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
268+ 6.75% |
$15.5K - $17.5K
|
4.24K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
251+ 1.25% |
$14.5K - $16.4K
|
20.3K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
250+ 4.01% |
$14.5K - $16.4K
|
6.48K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
248+ 2.72% |
$14.4K - $16.2K
|
9.37K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
246+ 0.51% |
$14.2K - $16.1K
|
48.3K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 0.48% |
$14K - $15.8K
|
50.9K
$3.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
240+ 3.9% |
$13.9K - $15.7K
|
6.4K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
240+ 4.06% |
$13.9K - $15.7K
|
6.15K
$376K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
239+ 22.63% |
$13.8K - $15.6K
|
1.3K
$79.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
BUY
|
- |
236+ 1.31% |
$13.7K - $15.4K
|
18.2K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
225+ 3.94% |
$13K - $14.7K
|
5.94K
$363K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
223+ 3.37% |
$12.9K - $14.6K
|
6.83K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
220+ 4.76% |
$12.7K - $14.4K
|
4.84K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
217+ 3.41% |
$12.6K - $14.2K
|
6.58K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
201+ 0.93% |
$11.6K - $13.2K
|
21.7K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
191+ 12.04% |
$11.1K - $12.5K
|
1.78K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
190+ 0.16% |
$11K - $12.4K
|
119K
$7.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
187+ 2.26% |
$10.8K - $12.2K
|
8.46K
$517K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
183New |
$10.6K - $12K
|
183
$11.2K
|