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 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$418 - $507
|
9.87K
$620K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.48K- 2.95% |
$68.7K - $83.3K
|
48.6K
$3.06M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-767- 15.67% |
$35.6K - $43.2K
|
4.13K
$259K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
290+ 7.16% |
$13.5K - $16.4K
|
4.34K
$273K
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.67KNew |
$217K - $264K
|
4.67K
$294K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-190- 3.3% |
$8.83K - $10.7K
|
5.56K
$350K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.96K+ 1.45% |
$91K - $110K
|
137K
$8.62M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.29K+ 1.38% |
$59.9K - $72.7K
|
94.6K
$5.94M
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-822- 17.02% |
$38.2K - $46.3K
|
4.01K
$252K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-252- 2.85% |
$11.7K - $14.2K
|
8.58K
$539K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.33K+ 8.48% |
$247K - $300K
|
68.1K
$4.28M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
198+ 3.55% |
$9.2K - $11.2K
|
5.77K
$363K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
417+ 9.03% |
$19.4K - $23.5K
|
5.03K
$316K
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.31K- 12.56% |
$60.8K - $73.8K
|
9.12K
$573K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-16- 0.38% |
$744 - $902
|
4.22K
$265K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-1.72K- 24.36% |
$79.9K - $96.9K
|
5.34K
$335K
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
4.71K+ 4.81% |
$219K - $266K
|
103K
$6.45M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.75KNew |
$174K - $211K
|
3.75K
$236K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12K- 7.44% |
$556K - $675K
|
149K
$9.36M
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
BUY
|
- |
78.3K+ 24.77% |
$3.64M - $4.41M
|
394K
$24.8M
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-8.67K- 66.41% |
$403K - $489K
|
4.39K
$276K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
71+ 0.95% |
$3.3K - $4K
|
7.58K
$476K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-61- 70.93% |
$2.83K - $3.44K
|
25
$1.57K
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-210- 1.29% |
$9.76K - $11.8K
|
16.1K
$1.01M
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200New |
$9.29K - $11.3K
|
200
$12.6K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.52K- 28.97% |
$117K - $142K
|
6.19K
$389K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5.35K- 44.52% |
$249K - $302K
|
6.67K
$419K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-6.89K- 24.63% |
$320K - $388K
|
21.1K
$1.32M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-77- 1.81% |
$3.58K - $4.34K
|
4.19K
$263K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-85- 0.92% |
$3.95K - $4.79K
|
9.14K
$574K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-12- 0.35% |
$558 - $677
|
3.39K
$213K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-668- 1.82% |
$31K - $37.7K
|
36.1K
$2.27M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
45+ 4.94% |
$2.09K - $2.54K
|
956
$60.1K
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.83K- 2.4% |
$178K - $216K
|
156K
$9.78M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-232- 62.7% |
$10.8K - $13.1K
|
138
$8.67K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 1.54% |
$4.6K - $5.58K
|
6.32K
$397K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.82K- 1.15% |
$131K - $159K
|
243K
$15.3M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.5K- 11.34% |
$720K - $873K
|
121K
$7.61M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-444- 0.61% |
$20.6K - $25K
|
72.2K
$4.54M
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.27K+ 2.83% |
$58.8K - $71.3K
|
46K
$2.89M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 19.04% |
$4.41K - $5.36K
|
404
$25.4K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.5K- 4.01% |
$116K - $141K
|
59.9K
$3.76M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.17K- 36.95% |
$379K - $460K
|
13.9K
$875K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.05% |
$232 - $282
|
9.55K
$600K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
217+ 54.25% |
$10.1K - $12.2K
|
617
$38.8K
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.14K+ 6.81% |
$192K - $233K
|
64.9K
$4.08M
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-443- 9.35% |
$20.6K - $25K
|
4.3K
$270K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
157+ 25.74% |
$7.3K - $8.85K
|
767
$48.2K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87New |
$4.04K - $4.91K
|
87
$5.47K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.9K+ 7.53% |
$601K - $729K
|
184K
$11.6M
|