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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
13.8KNew |
$783K - $893K
|
13.8K
$848K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
688New |
$39K - $44.5K
|
688
$42.3K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 8.26% |
$58.9K - $67.1K
|
13.6K
$835K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
110New |
$6.24K - $7.11K
|
110
$6.76K
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
5K+ 8.2% |
$284K - $323K
|
66K
$4.05M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
155New |
$8.79K - $10K
|
155
$9.52K
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-145- 1.63% |
$8.22K - $9.37K
|
8.73K
$536K
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-13.7K- 5.31% |
$776K - $884K
|
244K
$15M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
746+ 7.53% |
$42.3K - $48.2K
|
10.7K
$654K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.07KNew |
$60.7K - $69.2K
|
1.07K
$65.8K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.78KNew |
$214K - $244K
|
3.78K
$232K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.51KNew |
$483K - $550K
|
8.51K
$523K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$28.4K - $32.3K
|
500
$30.7K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
99New |
$5.61K - $6.4K
|
99
$6.08K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
215+ 6.12% |
$12.2K - $13.9K
|
3.73K
$229K
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 1.68% |
$5.67K - $6.46K
|
5.84K
$359K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
492+ 28.76% |
$27.9K - $31.8K
|
2.2K
$135K
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4K+ 9523.81% |
$227K - $259K
|
4.04K
$248K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 15.43% |
$4.25K - $4.85K
|
411
$25.2K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
166New |
$9.41K - $10.7K
|
166
$10.2K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-11- 0.17% |
$624 - $711
|
6.49K
$399K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
543New |
$30.8K - $35.1K
|
543
$33.3K
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
19.8KNew |
$1.12M - $1.28M
|
19.8K
$1.22M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.71K- 37.34% |
$210K - $240K
|
6.22K
$382K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
400+ 7.25% |
$22.7K - $25.9K
|
5.92K
$364K
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.28KNew |
$413K - $470K
|
7.28K
$447K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.68K- 10.52% |
$95.1K - $108K
|
14.3K
$876K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
423New |
$24K - $27.3K
|
423
$26K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.4KNew |
$816K - $930K
|
14.4K
$884K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
149K+ 3569.19% |
$8.43M - $9.62M
|
153K
$9.39M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
160New |
$9.07K - $10.3K
|
160
$9.83K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
91+ 0.94% |
$5.16K - $5.88K
|
9.77K
$600K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 0.43% |
$3.23K - $3.68K
|
13.3K
$814K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-135- 2.93% |
$7.65K - $8.73K
|
4.48K
$275K
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
171+ 2.64% |
$9.7K - $11.1K
|
6.65K
$408K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
329New |
$18.7K - $21.3K
|
329
$20.2K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-42.8K- 99.07% |
$2.43M - $2.77M
|
400
$24.6K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60New |
$3.4K - $3.88K
|
60
$3.68K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.9KNew |
$221K - $252K
|
3.9K
$239K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.28K+ 7.92% |
$469K - $535K
|
113K
$6.93M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-1.37K- 31.23% |
$77.6K - $88.5K
|
3.02K
$185K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 814.07% |
$62.3K - $71K
|
1.23K
$75.8K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49+ 16.9% |
$2.78K - $3.17K
|
339
$20.8K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$5.67K - $6.46K
|
100
$6.14K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-301- 2.31% |
$17.1K - $19.5K
|
12.8K
$783K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 0.26% |
$56.7K - $64.6K
|
392K
$24.1M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 31.79% |
$104K - $119K
|
7.61K
$467K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-230- 2.71% |
$13K - $14.9K
|
8.26K
$507K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
113New |
$6.41K - $7.3K
|
113
$6.94K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.34K+ 28.37% |
$473K - $539K
|
37.8K
$2.32M
|