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 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
656+ 3.64% |
$35.9K - $43K
|
18.7K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
650+ 106.73% |
$35.6K - $42.6K
|
1.26K
$73.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
644+ 2.97% |
$35.2K - $42.2K
|
22.3K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
636+ 14.66% |
$34.8K - $41.7K
|
4.98K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
625+ 4.97% |
$34.2K - $41K
|
13.2K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
620New |
$33.9K - $40.7K
|
620
$36.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
617New |
$33.7K - $40.5K
|
617
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
587+ 2.26% |
$32.1K - $38.5K
|
26.6K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
576+ 1.9% |
$31.5K - $37.8K
|
31K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
571+ 11.97% |
$31.2K - $37.5K
|
5.34K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
571+ 0.12% |
$31.2K - $37.5K
|
458K
$26.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
567+ 10.28% |
$31K - $37.2K
|
6.08K
$357K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
559+ 5.42% |
$30.6K - $36.7K
|
10.9K
$637K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
547+ 3.55% |
$29.9K - $35.9K
|
15.9K
$935K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
544+ 0.38% |
$29.8K - $35.7K
|
142K
$8.33M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
542New |
$29.6K - $35.5K
|
542
$31.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
538+ 5.65% |
$29.4K - $35.3K
|
10.1K
$590K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
530+ 13.24% |
$29K - $34.8K
|
4.53K
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
527+ 1.35% |
$28.8K - $34.6K
|
39.5K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
515New |
$28.2K - $33.8K
|
515
$30.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
509+ 11.01% |
$27.8K - $33.4K
|
5.13K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
509+ 1.87% |
$27.8K - $33.4K
|
27.7K
$1.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
501+ 16.23% |
$27.4K - $32.9K
|
3.59K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
501+ 3.69% |
$27.4K - $32.9K
|
14.1K
$826K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
487+ 6.53% |
$26.6K - $31.9K
|
7.95K
$466K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
485+ 6.1% |
$26.5K - $31.8K
|
8.43K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
477+ 28.36% |
$26.1K - $31.3K
|
2.16K
$127K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
460+ 2.92% |
$25.2K - $30.2K
|
16.2K
$950K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
459+ 11.39% |
$25.1K - $30.1K
|
4.49K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
456+ 6.4% |
$24.9K - $29.9K
|
7.58K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
454+ 0.66% |
$24.8K - $29.8K
|
69.4K
$4.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
446+ 0.35% |
$24.4K - $29.3K
|
130K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
445+ 0.85% |
$24.3K - $29.2K
|
52.7K
$3.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
431+ 1.85% |
$23.6K - $28.3K
|
23.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
420+ 11.53% |
$23K - $27.5K
|
4.06K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
412+ 7.07% |
$22.5K - $27K
|
6.24K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
405+ 202.5% |
$22.2K - $26.6K
|
605
$35.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
400+ 2.13% |
$21.9K - $26.2K
|
19.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
395+ 3.08% |
$21.6K - $25.9K
|
13.2K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
394+ 2.28% |
$21.6K - $25.8K
|
17.7K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
392New |
$21.4K - $25.7K
|
392
$23K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
389+ 2.48% |
$21.3K - $25.5K
|
16.1K
$943K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
388+ 1.22% |
$21.2K - $25.4K
|
32.2K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
383+ 4.58% |
$21K - $25.1K
|
8.75K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
375+ 4.11% |
$20.5K - $24.6K
|
9.49K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
354+ 3.73% |
$19.4K - $23.2K
|
9.85K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
350+ 1.24% |
$19.1K - $23K
|
28.7K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
349+ 5.87% |
$19.1K - $22.9K
|
6.3K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
342+ 8.72% |
$18.7K - $22.4K
|
4.26K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
342+ 5.88% |
$18.7K - $22.4K
|
6.16K
$361K
|