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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-908- 6.5% |
$49.7K - $59.6K
|
13.1K
$738K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.1K- 1.86% |
$60.2K - $72.1K
|
57.9K
$3.27M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-9.9K- 16.14% |
$541K - $649K
|
51.4K
$2.9M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.5K+ 1250.0% |
$137K - $164K
|
2.7K
$153K
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-65.8K- 42.31% |
$3.6M - $4.32M
|
89.8K
$5.07M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
40New |
$2.19K - $2.62K
|
40
$2.26K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 20.21% |
$155K - $186K
|
11.2K
$633K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.1KNew |
$554K - $664K
|
10.1K
$572K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.1K- 36.19% |
$935K - $1.12M
|
30.1K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.5K- 3.25% |
$82.1K - $98.4K
|
44.6K
$2.52M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-165- 0.75% |
$9.03K - $10.8K
|
21.7K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
405+ 202.5% |
$22.2K - $26.6K
|
605
$34.2K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-200- 47.96% |
$10.9K - $13.1K
|
217
$12.3K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-610- 93.85% |
$33.4K - $40K
|
40
$2.26K
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.73M- 99.56% |
$94.7M - $113M
|
7.66K
$433K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85K+ 29.03% |
$210K - $252K
|
17.1K
$966K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.34KNew |
$183K - $219K
|
3.34K
$189K
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-429K- 38.43% |
$23.4M - $28.1M
|
687K
$38.8M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.59KNew |
$197K - $236K
|
3.59K
$203K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-66- 1.59% |
$3.61K - $4.33K
|
4.09K
$231K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.7K+ 8.72% |
$1.3M - $1.56M
|
296K
$16.7M
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
459+ 11.39% |
$25.1K - $30.1K
|
4.49K
$254K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 5.77% |
$164 - $197
|
49
$2.77K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 15.52% |
$142K - $170K
|
14.1K
$798K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.63KNew |
$199K - $238K
|
3.63K
$205K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15+ 0.28% |
$821 - $984
|
5.46K
$308K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-58- 1.22% |
$3.17K - $3.8K
|
4.7K
$266K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-472- 90.25% |
$25.8K - $31K
|
51
$2.88K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.84K- 25.72% |
$155K - $186K
|
8.21K
$464K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.24K- 2.85% |
$67.7K - $81.1K
|
42.2K
$2.38M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.48KNew |
$190K - $228K
|
3.48K
$197K
|
|
Oct 08, 2024
Q3 2024
|
Sl Advisors, LLC
|
BUY
|
- |
2.59KNew |
$142K - $170K
|
2.59K
$146K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-10.8K- 7.88% |
$591K - $709K
|
126K
$7.14M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-406- 7.35% |
$22.2K - $26.6K
|
5.12K
$289K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$10.9K - $13.1K
|
200
$11.3K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-418- 7.78% |
$22.9K - $27.4K
|
4.96K
$280K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.54% |
$274 - $328
|
939
$53.1K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
900New |
$49.2K - $59K
|
900
$50.9K
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
669+ 0.92% |
$36.6K - $43.9K
|
73.6K
$4.16M
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
383+ 4.58% |
$21K - $25.1K
|
8.75K
$494K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.36K- 1.89% |
$74.6K - $89.5K
|
70.8K
$4M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
179+ 426.19% |
$9.79K - $11.7K
|
221
$12.5K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.05K- 37.88% |
$221K - $265K
|
6.63K
$375K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
170+ 18.76% |
$9.3K - $11.2K
|
1.08K
$60.8K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.13KNew |
$171K - $206K
|
3.13K
$177K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.7K- 36.31% |
$694K - $832K
|
22.3K
$1.26M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-471- 4.6% |
$25.8K - $30.9K
|
9.78K
$552K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 1.18% |
$10.9K - $13.1K
|
16.7K
$945K
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-32- 0.66% |
$1.75K - $2.1K
|
4.78K
$270K
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-120- 4.09% |
$5.58K - $6.77K
|
2.82K
$159K
|