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 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
8.36K+ 37.74% |
$457K - $548K
|
30.5K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.15K+ 1.18% |
$446K - $534K
|
700K
$41M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.14K+ 12.9% |
$445K - $534K
|
71.2K
$4.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.14K+ 15.52% |
$445K - $534K
|
60.6K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.11K+ 23.95% |
$444K - $532K
|
42K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.05K+ 98.59% |
$440K - $528K
|
16.2K
$950K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8K+ 52.11% |
$438K - $525K
|
23.4K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.84KNew |
$429K - $514K
|
7.84K
$460K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.73K+ 71.84% |
$423K - $507K
|
18.5K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7.66K+ 98.92% |
$419K - $502K
|
15.4K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.58K+ 11.13% |
$415K - $497K
|
75.7K
$4.44M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.21KNew |
$394K - $473K
|
7.21K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
7.2K+ 7.01% |
$394K - $472K
|
110K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.13K+ 81.36% |
$390K - $468K
|
15.9K
$932K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.12KNew |
$390K - $467K
|
7.12K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.03KNew |
$384K - $461K
|
7.03K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.01KNew |
$383K - $460K
|
7.01K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.95KNew |
$380K - $456K
|
6.95K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.95K+ 50.48% |
$380K - $456K
|
20.7K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.82KNew |
$373K - $447K
|
6.82K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
6.47KNew |
$354K - $425K
|
6.47K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.47KNew |
$354K - $424K
|
6.47K
$379K
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
6.3K+ 1.57% |
$344K - $413K
|
408K
$23.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6.25KNew |
$342K - $410K
|
6.25K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$335K - $401K
|
6.12K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
5.97KNew |
$326K - $391K
|
5.97K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.92KNew |
$324K - $388K
|
5.92K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.77K+ 42.67% |
$316K - $379K
|
19.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.7K+ 103.47% |
$312K - $374K
|
11.2K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.69K+ 64.01% |
$311K - $373K
|
14.6K
$854K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.63K+ 23.66% |
$308K - $369K
|
29.4K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.58K+ 49.86% |
$305K - $366K
|
16.8K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.57KNew |
$305K - $365K
|
5.57K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.45K+ 26.87% |
$298K - $357K
|
25.7K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
5.26K+ 14.17% |
$288K - $345K
|
42.4K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.19KNew |
$284K - $340K
|
5.19K
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.18KNew |
$284K - $340K
|
5.18K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.16K+ 12.19% |
$282K - $339K
|
47.5K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.98KNew |
$273K - $327K
|
4.98K
$292K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.98K+ 23.6% |
$272K - $327K
|
26.1K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.96KNew |
$271K - $325K
|
4.96K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.89KNew |
$268K - $321K
|
4.89K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
4.84K+ 8.08% |
$265K - $317K
|
64.7K
$3.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.49KNew |
$245K - $294K
|
4.49K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.43K+ 2.75% |
$242K - $291K
|
166K
$9.71M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
4.4K+ 0.69% |
$241K - $288K
|
640K
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.29KNew |
$234K - $281K
|
4.29K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.28K+ 3.12% |
$234K - $281K
|
141K
$8.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.25K+ 39.34% |
$232K - $279K
|
15K
$882K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.13KNew |
$226K - $271K
|
4.13K
$242K
|