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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
349+ 5.87% |
$19.1K - $22.9K
|
6.3K
$376K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
342+ 8.72% |
$18.7K - $22.4K
|
4.26K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
342+ 5.88% |
$18.7K - $22.4K
|
6.16K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
338+ 2.58% |
$18.5K - $22.2K
|
13.5K
$804K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
334+ 3.04% |
$18.3K - $21.9K
|
11.3K
$676K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
332+ 62.76% |
$18.2K - $21.8K
|
861
$51.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
321+ 1.06% |
$17.6K - $21.1K
|
30.6K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
320+ 3.31% |
$17.5K - $21K
|
9.99K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
311+ 2.35% |
$17K - $20.4K
|
13.6K
$810K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
307+ 1.89% |
$16.8K - $20.1K
|
16.5K
$987K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
304+ 1.36% |
$16.6K - $19.9K
|
22.7K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
302+ 7.03% |
$16.5K - $19.8K
|
4.6K
$275K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
300+ 2.03% |
$16.4K - $19.7K
|
15.1K
$902K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
296+ 7.39% |
$16.2K - $19.4K
|
4.3K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
282+ 3.16% |
$15.4K - $18.5K
|
9.22K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
281+ 1.97% |
$15.4K - $18.4K
|
14.5K
$869K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
269+ 19.21% |
$14.7K - $17.6K
|
1.67K
$99.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
262+ 1.61% |
$14.3K - $17.2K
|
16.6K
$991K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
261+ 4.54% |
$14.3K - $17.1K
|
6.01K
$359K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
245+ 0.73% |
$13.4K - $16.1K
|
34K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
240+ 5.36% |
$13.1K - $15.7K
|
4.72K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
238+ 9.79% |
$13K - $15.6K
|
2.67K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
237+ 4.62% |
$13K - $15.5K
|
5.37K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
226+ 1.32% |
$12.4K - $14.8K
|
17.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
226+ 2.01% |
$12.4K - $14.8K
|
11.4K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
222New |
$12.1K - $14.6K
|
222
$13.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
221+ 0.59% |
$12.1K - $14.5K
|
37.4K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
210+ 1.92% |
$11.5K - $13.8K
|
11.1K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
207+ 2.78% |
$11.3K - $13.6K
|
7.66K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
204New |
$11.2K - $13.4K
|
204
$12.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
201+ 4.3% |
$11K - $13.2K
|
4.88K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
200New |
$10.9K - $13.1K
|
200
$11.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
200+ 100.0% |
$10.9K - $13.1K
|
400
$23.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$10.9K - $13.1K
|
200
$11.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
196+ 4.52% |
$10.7K - $12.9K
|
4.54K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
191+ 2.75% |
$10.4K - $12.5K
|
7.15K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
190+ 2.08% |
$10.4K - $12.5K
|
9.3K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
186+ 0.73% |
$10.2K - $12.2K
|
25.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
182+ 0.46% |
$9.96K - $11.9K
|
39.5K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
181+ 6.96% |
$9.9K - $11.9K
|
2.78K
$166K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
179+ 426.19% |
$9.79K - $11.7K
|
221
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
175New |
$9.57K - $11.5K
|
175
$10.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
175New |
$9.57K - $11.5K
|
175
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
171+ 0.45% |
$9.35K - $11.2K
|
38.4K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
170+ 18.76% |
$9.3K - $11.2K
|
1.08K
$64.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
161+ 3.84% |
$8.81K - $10.6K
|
4.35K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
161+ 0.75% |
$8.81K - $10.6K
|
21.6K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
154+ 8.34% |
$8.42K - $10.1K
|
2K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
150+ 2.66% |
$8.21K - $9.84K
|
5.8K
$346K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150+ 23.01% |
$8.21K - $9.84K
|
802
$47.9K
|