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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-9.51K- 50.86% |
$440K - $465K
|
9.18K
$596K
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.83K- 28.32% |
$84.6K - $89.5K
|
4.63K
$300K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
26+ 30.95% |
$1.2K - $1.27K
|
110
$7.14K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$416 - $440
|
9
$584
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-475- 1.16% |
$22K - $23.2K
|
40.5K
$2.63M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
218+ 29.86% |
$10.1K - $10.7K
|
948
$61.5K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
194New |
$8.97K - $9.49K
|
194
$12.6K
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-19.5K- 81.63% |
$902K - $955K
|
4.39K
$285K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
157New |
$7.26K - $7.68K
|
157
$10.2K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-206- 33.99% |
$9.53K - $10.1K
|
400
$26K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
167K+ 3718.49% |
$7.73M - $8.18M
|
172K
$11.1M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94+ 313.33% |
$4.35K - $4.6K
|
124
$8.05K
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
4.16KNew |
$192K - $204K
|
4.16K
$270K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-4.08K- 3.87% |
$189K - $200K
|
101K
$6.57M
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.62K+ 14.56% |
$75K - $79.4K
|
12.8K
$828K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$2.08K - $2.2K
|
45
$2.92K
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-378- 1.87% |
$17.5K - $18.5K
|
19.9K
$1.29M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
900New |
$41.6K - $44K
|
900
$58.4K
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.34K- 21.84% |
$154K - $163K
|
11.9K
$774K
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-250- 4.65% |
$11.6K - $12.2K
|
5.13K
$333K
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
486+ 8.4% |
$22.5K - $23.8K
|
6.28K
$407K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$185 - $196
|
519
$33.7K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.72% |
$4.39K - $4.65K
|
5.42K
$352K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
37+ 7.71% |
$1.71K - $1.81K
|
517
$33.5K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-760- 12.05% |
$35.2K - $37.2K
|
5.55K
$360K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-397- 2.45% |
$18.4K - $19.4K
|
15.8K
$1.03M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-154- 56.0% |
$7.12K - $7.54K
|
121
$7.85K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.21K- 86.62% |
$195K - $206K
|
650
$42.2K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.4K- 9.57% |
$111K - $118K
|
22.7K
$1.47M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
151+ 1.46% |
$6.99K - $7.39K
|
10.5K
$679K
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-878- 27.19% |
$40.6K - $43K
|
2.35K
$153K
|
|
Q3 2023 | |||||||
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
247+ 2.34% |
$12.1K - $13.4K
|
10.8K
$700K
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
210+ 5.46% |
$10.2K - $11.4K
|
4.06K
$263K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
200New |
$9.76K - $10.8K
|
200
$13K
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
165New |
$8.05K - $8.94K
|
165
$10.7K
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
87.6KNew |
$4.28M - $4.75M
|
87.6K
$5.69M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.06K+ 44.83% |
$198K - $220K
|
13.1K
$851K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.74K- 15.31% |
$231K - $257K
|
26.2K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
34New |
$1.66K - $1.84K
|
34
$2.21K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
60+ 0.78% |
$2.93K - $3.25K
|
7.8K
$506K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.69KNew |
$229K - $254K
|
4.69K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7K- 63.01% |
$342K - $379K
|
4.11K
$267K
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
39.6K+ 149.43% |
$1.93M - $2.15M
|
66.1K
$4.29M
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
4.4K+ 6.23% |
$215K - $238K
|
75K
$4.87M
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-2.42K- 31.27% |
$118K - $131K
|
5.32K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
72.6KNew |
$3.54M - $3.93M
|
72.6K
$4.71M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
400New |
$19.5K - $21.7K
|
400
$26K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
288New |
$14.1K - $15.6K
|
288
$18.7K
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
23.4KNew |
$1.14M - $1.27M
|
23.4K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.93K+ 10.72% |
$93.9K - $104K
|
19.9K
$1.29M
|