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 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$1.42K - $1.62K
|
3.79K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
23+ 0.47% |
$1.3K - $1.49K
|
4.9K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.3K - $1.49K
|
23
$1.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.44% |
$1.13K - $1.29K
|
4.54K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.33% |
$1.13K - $1.29K
|
6.02K
$351K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 6.5% |
$1.02K - $1.16K
|
295
$17.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
18+ 0.32% |
$1.02K - $1.16K
|
5.69K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$794 - $905
|
5.97K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$624 - $711
|
11.5K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$567 - $646
|
10
$583
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8+ 0.15% |
$454 - $517
|
5.37K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 6.2% |
$454 - $517
|
137
$7.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7+ 0.0% |
$397 - $452
|
192K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.64% |
$340 - $388
|
945
$55.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6+ 0.07% |
$340 - $388
|
8.89K
$518K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.88% |
$284 - $323
|
575
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.1% |
$227 - $259
|
3.87K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4+ 0.01% |
$227 - $259
|
77.6K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$227 - $259
|
4.64K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$170 - $194
|
6.22K
$363K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.04% |
$113 - $129
|
5.65K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 1.29% |
$113 - $129
|
157
$9.15K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.74% |
$56.7 - $64.6
|
137
$7.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.36% |
$56.7 - $64.6
|
276
$16.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$56.7 - $64.6
|
34.4K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 5.88% |
$56.7 - $64.6
|
18
$1.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.03% |
$56.7 - $64.6
|
3.59K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1- 0.01% |
$56.7 - $64.6
|
9.02K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-5- 0.06% |
$284 - $323
|
8.69K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.5% |
$284 - $323
|
994
$57.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.2% |
$510 - $582
|
4.49K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10- 0.01% |
$567 - $646
|
82.2K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.91% |
$567 - $646
|
334
$19.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 0.83% |
$567 - $646
|
1.2K
$70K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-11- 0.17% |
$624 - $711
|
6.49K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12- 0.26% |
$680 - $776
|
4.52K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-13- 0.02% |
$737 - $840
|
56.1K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.1% |
$907 - $1.03K
|
16.1K
$938K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-17- 0.37% |
$964 - $1.1K
|
4.58K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 0.1% |
$1.02K - $1.16K
|
18.7K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-20- 0.13% |
$1.13K - $1.29K
|
14.9K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23- 0.25% |
$1.3K - $1.49K
|
9.01K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-26- 0.44% |
$1.47K - $1.68K
|
5.91K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-28- 0.3% |
$1.59K - $1.81K
|
9.24K
$538K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-28- 0.14% |
$1.59K - $1.81K
|
20.7K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-29- 0.03% |
$1.64K - $1.87K
|
99.1K
$5.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-34- 40.0% |
$1.93K - $2.2K
|
51
$2.97K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-39- 26.0% |
$2.21K - $2.52K
|
111
$6.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-41- 3.53% |
$2.32K - $2.65K
|
1.12K
$65.3K
|