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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 3.53% |
$2.32K - $2.65K
|
1.12K
$62.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-42- 0.86% |
$2.38K - $2.71K
|
4.83K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-45- 0.7% |
$2.55K - $2.91K
|
6.34K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-48- 0.59% |
$2.72K - $3.1K
|
8.11K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-49- 30.82% |
$2.78K - $3.17K
|
110
$6.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-49- 1.09% |
$2.78K - $3.17K
|
4.46K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-55- 0.72% |
$3.12K - $3.56K
|
7.54K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 6.5% |
$3.12K - $3.56K
|
791
$44.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-58- 1.36% |
$3.29K - $3.75K
|
4.21K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-60- 0.37% |
$3.4K - $3.88K
|
16.1K
$903K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-60- 0.04% |
$3.4K - $3.88K
|
153K
$8.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-61- 2.93% |
$3.46K - $3.94K
|
2.02K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-61- 1.5% |
$3.46K - $3.94K
|
4.02K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-63- 25.61% |
$3.57K - $4.07K
|
183
$10.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-63- 0.87% |
$3.57K - $4.07K
|
7.19K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-63- 1.45% |
$3.57K - $4.07K
|
4.29K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 0.6% |
$3.69K - $4.2K
|
10.8K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-67- 0.65% |
$3.8K - $4.33K
|
10.3K
$578K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-67- 0.27% |
$3.8K - $4.33K
|
25K
$1.41M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-68- 0.92% |
$3.86K - $4.4K
|
7.33K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-69- 0.65% |
$3.91K - $4.46K
|
10.5K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 15.43% |
$4.25K - $4.85K
|
411
$23.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-77- 68.14% |
$4.37K - $4.98K
|
36
$2.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-81- 1.89% |
$4.59K - $5.24K
|
4.21K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-82- 1.42% |
$4.65K - $5.3K
|
5.7K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-82- 0.65% |
$4.65K - $5.3K
|
12.5K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-86- 0.17% |
$4.88K - $5.56K
|
50.7K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-88- 0.63% |
$4.99K - $5.69K
|
13.8K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-88- 1.39% |
$4.99K - $5.69K
|
6.24K
$350K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-95- 1.18% |
$5.39K - $6.14K
|
7.97K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-95- 5.69% |
$5.39K - $6.14K
|
1.57K
$88.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-95- 0.85% |
$5.39K - $6.14K
|
11.1K
$624K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-96- 1.07% |
$5.44K - $6.21K
|
8.84K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-98- 1.06% |
$5.56K - $6.33K
|
9.12K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-99- 2.61% |
$5.61K - $6.4K
|
3.7K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 1.73% |
$5.61K - $6.4K
|
5.62K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-99- 4.5% |
$5.61K - $6.4K
|
2.1K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 1.68% |
$5.67K - $6.46K
|
5.84K
$328K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-100- 0.94% |
$5.67K - $6.46K
|
10.6K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-101- 1.4% |
$5.73K - $6.53K
|
7.14K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-108- 0.22% |
$6.12K - $6.98K
|
49.2K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-110- 15.49% |
$6.24K - $7.11K
|
600
$33.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-114- 0.67% |
$6.46K - $7.37K
|
17K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-114- 0.55% |
$6.46K - $7.37K
|
20.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-115- 1.61% |
$6.52K - $7.43K
|
7.03K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$6.63K - $7.56K
|
26.1K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-123- 3.38% |
$6.97K - $7.95K
|
3.51K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-125- 0.86% |
$7.09K - $8.08K
|
14.4K
$810K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-125- 0.11% |
$7.09K - $8.08K
|
113K
$6.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-126- 0.09% |
$7.14K - $8.14K
|
137K
$7.68M
|