Purchases and Sales Made in Q4 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
32+ 0.34% |
$1.81K - $2.07K
|
9.39K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30+ 0.73% |
$1.7K - $1.94K
|
4.16K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.81% |
$1.64K - $1.87K
|
3.62K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
26+ 0.72% |
$1.47K - $1.68K
|
3.65K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$1.42K - $1.62K
|
3.79K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
23+ 0.47% |
$1.3K - $1.49K
|
4.9K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.3K - $1.49K
|
23
$1.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
22New |
$1.25K - $1.42K
|
22
$1.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.44% |
$1.13K - $1.29K
|
4.54K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.33% |
$1.13K - $1.29K
|
6.02K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20New |
$1.13K - $1.29K
|
20
$1.22K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 6.5% |
$1.02K - $1.16K
|
295
$18K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
18+ 0.32% |
$1.02K - $1.16K
|
5.69K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 50.0% |
$964 - $1.1K
|
51
$3.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$794 - $905
|
5.97K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$624 - $711
|
11.5K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
11+ 1.69% |
$624 - $711
|
660
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.3% |
$624 - $711
|
3.67K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$567 - $646
|
10
$611
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8+ 0.15% |
$454 - $517
|
5.37K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 6.2% |
$454 - $517
|
137
$8.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7+ 0.0% |
$397 - $452
|
192K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.19% |
$397 - $452
|
3.64K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.64% |
$340 - $388
|
945
$57.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.07% |
$340 - $388
|
8.89K
$543K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.88% |
$284 - $323
|
575
$35.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.1% |
$227 - $259
|
3.87K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4+ 0.01% |
$227 - $259
|
77.6K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$227 - $259
|
4.64K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$170 - $194
|
6.22K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.51% |
$170 - $194
|
594
$36.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.04% |
$113 - $129
|
5.65K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 1.29% |
$113 - $129
|
157
$9.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$56.7 - $64.6
|
34.4K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 5.88% |
$56.7 - $64.6
|
18
$1.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.03% |
$56.7 - $64.6
|
3.59K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.36% |
$56.7 - $64.6
|
276
$16.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.74% |
$56.7 - $64.6
|
137
$8.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.02% |
$56.7 - $64.6
|
6.61K
$404K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.93% |
$56.7 - $64.6
|
108
$6.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1- 0.01% |
$56.7 - $64.6
|
9.02K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.5% |
$284 - $323
|
994
$60.7K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-5- 0.06% |
$284 - $323
|
8.69K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7- 0.16% |
$397 - $452
|
4.26K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.2% |
$510 - $582
|
4.49K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.83% |
$567 - $646
|
1.2K
$73.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.91% |
$567 - $646
|
334
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10- 0.01% |
$567 - $646
|
82.2K
$5.02M
|