Latest Institutional Transactions on Unilever PLC (UL)
This table provides information on the latest institutional transactions involving Unilever PLC (UL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6+ 0.17% |
$328 - $362
|
3.54K
$214K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-9- 0.24% |
$492 - $543
|
3.76K
$227K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
776+ 13.64% |
$42.5K - $46.8K
|
6.47K
$390K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.47K+ 18.41% |
$245K - $269K
|
28.7K
$1.73M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.01K+ 9.75% |
$55.2K - $60.8K
|
11.3K
$684K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.1K- 17.81% |
$772K - $850K
|
65.1K
$3.93M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.8K+ 6.1% |
$754K - $831K
|
240K
$14.5M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
913+ 4.28% |
$50K - $55K
|
22.3K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
55.6KNew |
$3.04M - $3.35M
|
55.6K
$3.35M
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-557- 0.51% |
$30.5K - $33.6K
|
109K
$6.6M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.65K- 8.45% |
$255K - $280K
|
50.4K
$3.04M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23.5K+ 30.41% |
$1.28M - $1.41M
|
101K
$6.07M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-652- 11.74% |
$35.7K - $39.3K
|
4.9K
$296K
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-55- 0.12% |
$3.01K - $3.32K
|
45.2K
$2.73M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29+ 0.28% |
$1.59K - $1.75K
|
10.5K
$636K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
395+ 0.61% |
$21.6K - $23.8K
|
65.3K
$3.94M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.46KNew |
$189K - $209K
|
3.46K
$209K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2.68K+ 8.68% |
$146K - $161K
|
33.5K
$2.02M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-38.6K- 47.11% |
$2.11M - $2.33M
|
43.4K
$2.62M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195+ 0.99% |
$10.7K - $11.8K
|
19.9K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
13+ 0.09% |
$711 - $784
|
14.1K
$853K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.48K+ 26.96% |
$136K - $150K
|
11.7K
$705K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-542- 8.2% |
$29.7K - $32.7K
|
6.07K
$366K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.73K+ 29.56% |
$204K - $225K
|
16.3K
$986K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
682+ 5.46% |
$37.3K - $41.1K
|
13.2K
$795K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-124- 2.43% |
$6.79K - $7.48K
|
4.98K
$300K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 27.75% |
$725K - $798K
|
61K
$3.68M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
126+ 2.11% |
$6.89K - $7.6K
|
6.1K
$368K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.64% |
$54.7 - $60.3
|
158
$9.53K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
688+ 1.78% |
$37.6K - $41.5K
|
39.3K
$2.37M
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-400- 4.18% |
$21.9K - $24.1K
|
9.18K
$554K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
72+ 5.5% |
$3.94K - $4.34K
|
1.38K
$83.3K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
251+ 2.73% |
$13.7K - $15.1K
|
9.45K
$570K
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-245- 6.24% |
$13.4K - $14.8K
|
3.68K
$222K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-3.13K- 26.89% |
$171K - $188K
|
8.5K
$513K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
22+ 0.29% |
$1.2K - $1.33K
|
7.65K
$462K
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
340+ 2.4% |
$18.6K - $20.5K
|
14.5K
$875K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.43K- 17.87% |
$242K - $267K
|
20.3K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-685- 2.82% |
$37.5K - $41.3K
|
23.6K
$1.42M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
80+ 0.86% |
$4.38K - $4.82K
|
9.41K
$568K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
87New |
$4.76K - $5.25K
|
87
$5.25K
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
12+ 0.19% |
$657 - $723
|
6.26K
$378K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-404- 7.69% |
$22.1K - $24.4K
|
4.85K
$293K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-29- 0.22% |
$1.59K - $1.75K
|
13.3K
$801K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
386+ 0.47% |
$21.1K - $23.3K
|
82.5K
$4.98M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
245+ 6.73% |
$13.4K - $14.8K
|
3.89K
$235K
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
128K+ 52.7% |
$6.99M - $7.7M
|
370K
$22.3M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.93K- 20.42% |
$215K - $237K
|
15.3K
$925K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.32K+ 18.4% |
$72.4K - $79.8K
|
8.51K
$514K
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-29.7K- 11.97% |
$1.63M - $1.79M
|
219K
$13.2M
|