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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
141+ 1.54% |
$7.71K - $9.25K
|
9.28K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
139+ 1.0% |
$7.6K - $9.12K
|
14K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
136+ 0.66% |
$7.44K - $8.92K
|
20.7K
$1.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
133New |
$7.28K - $8.72K
|
133
$7.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
131New |
$7.17K - $8.59K
|
131
$7.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
131+ 6.72% |
$7.17K - $8.59K
|
2.08K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
124+ 2.38% |
$6.78K - $8.13K
|
5.34K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
114New |
$6.24K - $7.48K
|
114
$6.68K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
110+ 18.33% |
$6.02K - $7.21K
|
710
$41.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
BUY
|
- |
108+ 53.2% |
$5.91K - $7.08K
|
311
$18.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
101+ 1.33% |
$5.52K - $6.62K
|
7.68K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
101+ 1.56% |
$5.52K - $6.62K
|
6.57K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.94% |
$5.47K - $6.56K
|
10.7K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 1.13% |
$5.47K - $6.56K
|
8.98K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
96New |
$5.25K - $6.3K
|
96
$5.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
95New |
$5.2K - $6.23K
|
95
$5.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
91+ 1.56% |
$4.98K - $5.97K
|
5.94K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
90+ 2.43% |
$4.92K - $5.9K
|
3.8K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
90New |
$4.92K - $5.9K
|
90
$5.27K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
88+ 47.06% |
$4.81K - $5.77K
|
275
$16.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
85+ 0.53% |
$4.65K - $5.58K
|
16.2K
$947K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
81+ 2.07% |
$4.43K - $5.31K
|
3.99K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
79+ 10.3% |
$4.32K - $5.18K
|
846
$49.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
78+ 1.28% |
$4.27K - $5.12K
|
6.16K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
77+ 0.95% |
$4.21K - $5.05K
|
8.15K
$478K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
77+ 213.89% |
$4.21K - $5.05K
|
113
$6.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
73+ 0.46% |
$3.99K - $4.79K
|
15.9K
$932K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
72+ 0.41% |
$3.94K - $4.72K
|
17.8K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
70+ 0.4% |
$3.83K - $4.59K
|
17.8K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
68+ 0.24% |
$3.72K - $4.46K
|
28.7K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
67+ 0.58% |
$3.66K - $4.39K
|
11.7K
$683K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 1.31% |
$3.61K - $4.33K
|
5.1K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
62New |
$3.39K - $4.07K
|
62
$3.63K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
58+ 0.69% |
$3.17K - $3.8K
|
8.47K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
57+ 1.07% |
$3.12K - $3.74K
|
5.36K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
51+ 3.07% |
$2.79K - $3.35K
|
1.71K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
50+ 0.4% |
$2.74K - $3.28K
|
12.5K
$732K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
50New |
$2.74K - $3.28K
|
50
$2.93K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
46+ 1.09% |
$2.52K - $3.02K
|
4.26K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
42New |
$2.3K - $2.75K
|
42
$2.46K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
41+ 14.44% |
$2.24K - $2.69K
|
325
$19K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 0.7% |
$2.19K - $2.62K
|
5.78K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
40New |
$2.19K - $2.62K
|
40
$2.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.91% |
$2.13K - $2.56K
|
4.33K
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 37.23% |
$1.91K - $2.3K
|
129
$7.56K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 3.02% |
$1.86K - $2.23K
|
1.16K
$68K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30+ 3.09% |
$1.64K - $1.97K
|
1K
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 0.66% |
$1.64K - $1.97K
|
4.55K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29New |
$1.59K - $1.9K
|
29
$1.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
29+ 0.12% |
$1.59K - $1.9K
|
24.1K
$1.41M
|