Purchases and Sales Made in Q3 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-502- 3.45% |
$27.5K - $32.9K
|
14K
$823K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-504- 0.8% |
$27.6K - $33.1K
|
62.8K
$3.68M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-507- 0.18% |
$27.7K - $33.3K
|
275K
$16.1M
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-530- 1.06% |
$29K - $34.8K
|
49.3K
$2.89M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-547- 6.36% |
$29.9K - $35.9K
|
8.05K
$472K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-552- 3.01% |
$30.2K - $36.2K
|
17.8K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-553- 3.67% |
$30.2K - $36.3K
|
14.5K
$850K
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-556- 9.49% |
$30.4K - $36.5K
|
5.3K
$311K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-561- 12.44% |
$30.7K - $36.8K
|
3.95K
$231K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-572- 6.18% |
$31.3K - $37.5K
|
8.68K
$509K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-579- 8.86% |
$31.7K - $38K
|
5.96K
$349K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-579- 0.9% |
$31.7K - $38K
|
63.9K
$3.75M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-594- 0.99% |
$32.5K - $39K
|
59.2K
$3.47M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-595- 1.38% |
$32.5K - $39K
|
42.4K
$2.49M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-600- 9.5% |
$32.8K - $39.4K
|
5.72K
$335K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-610- 93.85% |
$33.4K - $40K
|
40
$2.34K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-613- 1.1% |
$33.5K - $40.2K
|
55K
$3.22M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-617- 5.56% |
$33.7K - $40.5K
|
10.5K
$614K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-617- 7.71% |
$33.7K - $40.5K
|
7.39K
$433K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-635- 3.85% |
$34.7K - $41.6K
|
15.9K
$930K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-638- 3.69% |
$34.9K - $41.8K
|
16.6K
$975K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-643- 13.09% |
$35.2K - $42.2K
|
4.27K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-655- 11.38% |
$35.8K - $43K
|
5.1K
$299K
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-658- 10.03% |
$36K - $43.2K
|
5.9K
$346K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-661- 1.83% |
$36.2K - $43.4K
|
35.5K
$2.08M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-675- 13.14% |
$36.9K - $44.3K
|
4.46K
$262K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-677- 13.07% |
$37K - $44.4K
|
4.5K
$264K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 13.97% |
$38.3K - $45.9K
|
4.31K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-704- 1.35% |
$38.5K - $46.2K
|
51.3K
$3M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-711- 7.81% |
$38.9K - $46.6K
|
8.39K
$492K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-712- 0.29% |
$38.9K - $46.7K
|
241K
$14.1M
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-714- 52.38% |
$39.1K - $46.8K
|
649
$38K
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-720- 5.11% |
$39.4K - $47.2K
|
13.4K
$783K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-733- 3.33% |
$40.1K - $48.1K
|
21.3K
$1.25M
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-751- 3.6% |
$41.1K - $49.3K
|
20.1K
$1.18M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-770- 1.09% |
$42.1K - $50.5K
|
69.8K
$4.09M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-775- 19.03% |
$42.4K - $50.8K
|
3.3K
$193K
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-817- 1.44% |
$44.7K - $53.6K
|
56K
$3.28M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-831- 7.57% |
$45.5K - $54.5K
|
10.1K
$595K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-836- 2.04% |
$45.7K - $54.8K
|
40.2K
$2.36M
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-837- 8.75% |
$45.8K - $54.9K
|
8.73K
$512K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-840- 15.41% |
$45.9K - $55.1K
|
4.61K
$270K
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-860- 4.46% |
$47K - $56.4K
|
18.4K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-867- 6.85% |
$47.4K - $56.9K
|
11.8K
$692K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-868- 1.78% |
$47.5K - $56.9K
|
47.8K
$2.8M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-887- 4.02% |
$48.5K - $58.2K
|
21.2K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-895- 12.56% |
$49K - $58.7K
|
6.23K
$365K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-901- 17.48% |
$49.3K - $59.1K
|
4.25K
$249K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-908- 6.5% |
$49.7K - $59.6K
|
13.1K
$765K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-918- 6.37% |
$50.2K - $60.2K
|
13.5K
$791K
|