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 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.13KNew |
$171K - $205K
|
3.13K
$187K
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.12KNew |
$171K - $205K
|
3.12K
$187K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$170K - $203K
|
3.1K
$185K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.1KNew |
$169K - $203K
|
3.1K
$185K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3.09KNew |
$169K - $203K
|
3.09K
$185K
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.09KNew |
$169K - $203K
|
3.09K
$185K
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.09K+ 0.54% |
$169K - $202K
|
574K
$34.3M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.08KNew |
$169K - $202K
|
3.08K
$184K
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.01K+ 5.64% |
$164K - $197K
|
56.3K
$3.36M
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.94K+ 5.08% |
$161K - $193K
|
60.8K
$3.63M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.93K+ 8.65% |
$160K - $192K
|
36.8K
$2.2M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.89K+ 9.83% |
$158K - $189K
|
32.2K
$1.93M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.82K+ 4.32% |
$154K - $185K
|
68.1K
$4.07M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.76K+ 37.91% |
$151K - $181K
|
10K
$599K
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.75K+ 4.55% |
$150K - $180K
|
63.1K
$3.77M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.74K+ 13.78% |
$150K - $180K
|
22.6K
$1.35M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.63K+ 18.13% |
$144K - $172K
|
17.1K
$1.02M
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
2.59KNew |
$142K - $170K
|
2.59K
$155K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.53K+ 3.25% |
$138K - $166K
|
80.4K
$4.8M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.5K+ 1250.0% |
$137K - $164K
|
2.7K
$161K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.45KNew |
$134K - $161K
|
2.45K
$147K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.45K+ 30.25% |
$134K - $161K
|
10.5K
$630K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.44K+ 0.08% |
$133K - $160K
|
2.91M
$174M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.43K+ 20.36% |
$133K - $160K
|
14.4K
$860K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.43K+ 18.36% |
$133K - $159K
|
15.6K
$935K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.41K+ 8.68% |
$132K - $158K
|
30.2K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.39K+ 4.21% |
$130K - $156K
|
59.1K
$3.53M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.35K+ 257.57% |
$128K - $154K
|
3.26K
$195K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.33K+ 55.94% |
$127K - $152K
|
6.48K
$387K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 3.14% |
$126K - $151K
|
75.7K
$4.52M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.27K+ 23.21% |
$124K - $149K
|
12.1K
$720K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.26K+ 15.98% |
$123K - $148K
|
16.4K
$979K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 14.45% |
$122K - $146K
|
17.7K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.23K+ 4.99% |
$122K - $146K
|
46.9K
$2.8M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.16K+ 4.96% |
$118K - $142K
|
45.7K
$2.73M
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.14K+ 4.83% |
$117K - $140K
|
46.4K
$2.77M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.09K+ 13.89% |
$114K - $137K
|
17.1K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.05K+ 4.08% |
$112K - $134K
|
52.3K
$3.12M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.01K+ 1.35% |
$110K - $132K
|
151K
$9.02M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.01K+ 27.94% |
$110K - $132K
|
9.18K
$548K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2K+ 14.78% |
$109K - $131K
|
15.5K
$928K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.97K+ 2.01% |
$108K - $129K
|
100K
$5.98M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.92K+ 9.31% |
$105K - $126K
|
22.5K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.91KNew |
$105K - $125K
|
1.91K
$114K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.88KNew |
$103K - $123K
|
1.88K
$112K
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.81K+ 48.8% |
$98.7K - $118K
|
5.5K
$329K
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.76K+ 5.38% |
$96.3K - $115K
|
34.5K
$2.06M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.75K+ 5.26% |
$95.7K - $115K
|
35K
$2.09M
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.74K+ 34.36% |
$95K - $114K
|
6.79K
$406K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.71K+ 7.25% |
$93.7K - $112K
|
25.4K
$1.51M
|