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 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-340- 4.01% |
$19.3K - $22K
|
8.13K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-344- 23.43% |
$19.5K - $22.2K
|
1.12K
$63.1K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-345- 1.99% |
$19.6K - $22.3K
|
17K
$955K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-348- 3.21% |
$19.7K - $22.5K
|
10.5K
$590K
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-350- 8.25% |
$19.8K - $22.6K
|
3.89K
$218K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-350- 3.53% |
$19.8K - $22.6K
|
9.58K
$537K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-356- 3.22% |
$20.2K - $23K
|
10.7K
$601K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-360- 3.24% |
$20.4K - $23.3K
|
10.8K
$604K
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-371- 7.55% |
$21K - $24K
|
4.55K
$255K
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-373- 2.24% |
$21.1K - $24.1K
|
16.3K
$915K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-380- 5.4% |
$21.5K - $24.6K
|
6.65K
$373K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-390- 8.26% |
$22.1K - $25.2K
|
4.33K
$243K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-391- 1.53% |
$22.2K - $25.3K
|
25.2K
$1.41M
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-400- 1.92% |
$22.7K - $25.9K
|
20.5K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 6.15% |
$24.4K - $27.9K
|
6.58K
$369K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-433- 5.66% |
$24.6K - $28K
|
7.22K
$405K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-436- 0.79% |
$24.7K - $28.2K
|
54.6K
$3.06M
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-438- 1.14% |
$24.8K - $28.3K
|
38K
$2.13M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-443- 7.82% |
$25.1K - $28.6K
|
5.22K
$293K
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-450- 3.73% |
$25.5K - $29.1K
|
11.6K
$652K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-456- 7.78% |
$25.9K - $29.5K
|
5.4K
$303K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-463- 3.63% |
$26.3K - $29.9K
|
12.3K
$690K
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-467- 3.68% |
$26.5K - $30.2K
|
12.2K
$685K
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-469- 3.11% |
$26.6K - $30.3K
|
14.6K
$821K
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-470- 2.16% |
$26.6K - $30.4K
|
21.3K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-471- 4.13% |
$26.7K - $30.4K
|
10.9K
$614K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-474- 5.33% |
$26.9K - $30.6K
|
8.43K
$473K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-475- 4.33% |
$26.9K - $30.7K
|
10.5K
$590K
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-476- 3.82% |
$27K - $30.8K
|
12K
$674K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-485- 7.11% |
$27.5K - $31.4K
|
6.33K
$356K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-490- 3.73% |
$27.8K - $31.7K
|
12.6K
$709K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-501- 1.28% |
$28.4K - $32.4K
|
38.6K
$2.17M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-504- 3.73% |
$28.6K - $32.6K
|
13K
$730K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-509- 9.98% |
$28.9K - $32.9K
|
4.59K
$258K
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-515- 1.13% |
$29.2K - $33.3K
|
45.2K
$2.54M
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-518- 1.08% |
$29.4K - $33.5K
|
47.7K
$2.68M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-524- 26.19% |
$29.7K - $33.9K
|
1.48K
$82.9K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-544- 97.32% |
$30.8K - $35.2K
|
15
$842
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-550- 2.05% |
$31.2K - $35.6K
|
26.3K
$1.48M
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-564- 6.69% |
$32K - $36.5K
|
7.87K
$442K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-565- 2.5% |
$32K - $36.5K
|
22K
$1.24M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-570- 1.28% |
$32.3K - $36.8K
|
44K
$2.47M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-574- 13.85% |
$32.5K - $37.1K
|
3.57K
$200K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-590- 12.97% |
$33.5K - $38.1K
|
3.96K
$222K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-599- 2.98% |
$34K - $38.7K
|
19.5K
$1.09M
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-615- 7.13% |
$34.9K - $39.8K
|
8.02K
$450K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-626- 1.16% |
$35.5K - $40.5K
|
53.5K
$3M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-650- 51.63% |
$36.9K - $42K
|
609
$34.2K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-670- 2.86% |
$38K - $43.3K
|
22.8K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-676- 1.35% |
$38.3K - $43.7K
|
49.4K
$2.78M
|