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 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.81% |
$1.64K - $1.87K
|
3.62K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.3K - $1.49K
|
23
$1.32K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
23+ 0.47% |
$1.3K - $1.49K
|
4.9K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.33% |
$1.13K - $1.29K
|
6.02K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.44% |
$1.13K - $1.29K
|
4.54K
$261K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 6.5% |
$1.02K - $1.16K
|
295
$16.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$624 - $711
|
11.5K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$567 - $646
|
10
$574
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 6.2% |
$454 - $517
|
137
$7.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8+ 0.15% |
$454 - $517
|
5.37K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7+ 0.0% |
$397 - $452
|
192K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.64% |
$340 - $388
|
945
$54.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.88% |
$284 - $323
|
575
$33K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.1% |
$227 - $259
|
3.87K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4+ 0.01% |
$227 - $259
|
77.6K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$170 - $194
|
6.22K
$357K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.04% |
$113 - $129
|
5.65K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$56.7 - $64.6
|
34.4K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.36% |
$56.7 - $64.6
|
276
$15.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 5.88% |
$56.7 - $64.6
|
18
$1.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.03% |
$56.7 - $64.6
|
3.59K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.5% |
$284 - $323
|
994
$57K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.2% |
$510 - $582
|
4.49K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10- 0.01% |
$567 - $646
|
82.2K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.83% |
$567 - $646
|
1.2K
$68.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.91% |
$567 - $646
|
334
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12- 0.26% |
$680 - $776
|
4.52K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-13- 0.02% |
$737 - $840
|
56.1K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.1% |
$907 - $1.03K
|
16.1K
$924K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-17- 0.37% |
$964 - $1.1K
|
4.58K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 0.1% |
$1.02K - $1.16K
|
18.7K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-20- 0.13% |
$1.13K - $1.29K
|
14.9K
$856K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23- 0.25% |
$1.3K - $1.49K
|
9.01K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-28- 0.3% |
$1.59K - $1.81K
|
9.24K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-28- 0.14% |
$1.59K - $1.81K
|
20.7K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-29- 0.03% |
$1.64K - $1.87K
|
99.1K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-34- 40.0% |
$1.93K - $2.2K
|
51
$2.93K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-39- 26.0% |
$2.21K - $2.52K
|
111
$6.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-42- 0.86% |
$2.38K - $2.71K
|
4.83K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-45- 0.7% |
$2.55K - $2.91K
|
6.34K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-55- 6.5% |
$3.12K - $3.56K
|
791
$45.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-58- 1.36% |
$3.29K - $3.75K
|
4.21K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-60- 0.37% |
$3.4K - $3.88K
|
16.1K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-63- 1.45% |
$3.57K - $4.07K
|
4.29K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 0.6% |
$3.69K - $4.2K
|
10.8K
$622K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-68- 0.92% |
$3.86K - $4.4K
|
7.33K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-69- 0.65% |
$3.91K - $4.46K
|
10.5K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-77- 68.14% |
$4.37K - $4.98K
|
36
$2.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-82- 1.42% |
$4.65K - $5.3K
|
5.7K
$327K
|