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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-1.48K- 1.08% |
$68.7K - $83.4K
|
136K
$8.53M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-220- 1.38% |
$10.2K - $12.4K
|
15.7K
$987K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.53% |
$1.07K - $1.3K
|
4.39K
$276K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
19New |
$883 - $1.07K
|
19
$1.19K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-76- 0.82% |
$3.53K - $4.28K
|
9.25K
$581K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75K+ 14.31% |
$81.2K - $98.6K
|
14K
$877K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-210- 0.33% |
$9.76K - $11.8K
|
64K
$4.02M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
3.43K+ 2.34% |
$159K - $193K
|
150K
$9.43M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
857+ 8.71% |
$39.8K - $48.3K
|
10.7K
$672K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 11.21% |
$3.07K - $3.72K
|
523
$32.9K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 24.63% |
$74.4K - $90.2K
|
8.1K
$509K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.43K+ 3.87% |
$113K - $137K
|
65.3K
$4.1M
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.14% |
$372 - $451
|
5.65K
$355K
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-805K- 31.65% |
$37.4M - $45.4M
|
1.74M
$109M
|
|
Jul 23, 2024
Q2 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-44.2K- 5.94% |
$2.05M - $2.49M
|
700K
$44M
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.2K- 2.06% |
$102K - $124K
|
105K
$6.59M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
545New |
$25.3K - $30.7K
|
545
$34.2K
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-65- 0.3% |
$3.02K - $3.66K
|
21.9K
$1.37M
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-700- 2.05% |
$32.5K - $39.5K
|
33.4K
$2.1M
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
2.18K+ 2.76% |
$101K - $123K
|
80.9K
$5.08M
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
600+ 5.6% |
$27.9K - $33.8K
|
11.3K
$711K
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8+ 0.15% |
$372 - $451
|
5.31K
$333K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.4K+ 231.12% |
$764K - $927K
|
23.6K
$1.48M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.09K+ 10.86% |
$50.7K - $61.5K
|
11.1K
$699K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
540+ 3.97% |
$25.1K - $30.4K
|
14.1K
$888K
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-954- 6.35% |
$44.3K - $53.8K
|
14.1K
$885K
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.44K- 3.2% |
$66.8K - $81.1K
|
43.4K
$2.73M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.22K+ 1.29% |
$103K - $125K
|
174K
$10.9M
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-500- 0.42% |
$23.2K - $28.2K
|
119K
$7.49M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.14KNew |
$239K - $290K
|
5.14K
$323K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.76K+ 3.04% |
$81.8K - $99.3K
|
59.7K
$3.75M
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
19.8K+ 11.45% |
$919K - $1.12M
|
192K
$12.1M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.29K+ 90.84% |
$339K - $411K
|
15.3K
$962K
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
358New |
$16.6K - $20.2K
|
358
$22.5K
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-750- 1.37% |
$34.9K - $42.3K
|
53.8K
$3.38M
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.14K- 1.7% |
$332K - $403K
|
412K
$25.9M
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.03% |
$465 - $564
|
30.6K
$1.92M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.5K+ 21.62% |
$116K - $141K
|
14.1K
$885K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.2KNew |
$55.8K - $67.7K
|
1.2K
$75.4K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-567- 8.36% |
$26.3K - $32K
|
6.22K
$391K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
206New |
$9.57K - $11.6K
|
206
$12.9K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-12.6K- 8.01% |
$588K - $713K
|
145K
$9.12M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
361+ 2.75% |
$16.8K - $20.4K
|
13.5K
$847K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.31K- 25.02% |
$200K - $243K
|
12.9K
$812K
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
90+ 1.74% |
$4.18K - $5.07K
|
5.25K
$330K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.08K- 2.93% |
$96.7K - $117K
|
68.9K
$4.33M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 7.94% |
$2.32K - $2.82K
|
680
$42.7K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.58K+ 4.47% |
$120K - $146K
|
60.4K
$3.79M
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-43.3K- 6.32% |
$2.01M - $2.44M
|
641K
$40.3M
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
91+ 1.02% |
$4.23K - $5.13K
|
8.97K
$564K
|