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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
168+ 2.5% |
$8.37K - $9.33K
|
6.9K
$423K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.56K- 27.94% |
$177K - $198K
|
9.19K
$564K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$7.48K - $8.33K
|
150
$9.2K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
139+ 13.9% |
$6.93K - $7.72K
|
1.14K
$69.9K
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-3K- 40.19% |
$150K - $167K
|
4.47K
$274K
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.6KNew |
$779K - $868K
|
15.6K
$959K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-8.69K- 73.21% |
$433K - $483K
|
3.18K
$195K
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 32.72% |
$65.2K - $72.7K
|
5.31K
$326K
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
4.09KNew |
$204K - $227K
|
4.09K
$251K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
97New |
$4.83K - $5.39K
|
97
$5.95K
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.5K- 32.89% |
$174K - $194K
|
7.14K
$438K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
143New |
$7.13K - $7.95K
|
143
$8.77K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
373New |
$18.6K - $20.7K
|
373
$22.9K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
166+ 48.68% |
$8.27K - $9.22K
|
507
$31.1K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$387K - $431K
|
7.76K
$476K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.09K- 16.12% |
$54.1K - $60.3K
|
5.65K
$347K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 0.12% |
$449 - $500
|
7.34K
$450K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114- 1.16% |
$5.68K - $6.33K
|
9.75K
$598K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-223- 22.92% |
$11.1K - $12.4K
|
750
$46K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-364- 7.74% |
$18.1K - $20.2K
|
4.34K
$266K
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6- 0.15% |
$299 - $333
|
4.13K
$253K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.82% |
$99.7 - $111
|
247
$15.2K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
728+ 2.06% |
$36.3K - $40.4K
|
36.1K
$2.21M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 15.34% |
$133K - $148K
|
20.1K
$1.23M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 5.01% |
$64.4K - $71.8K
|
24.5K
$1.5M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
42New |
$2.09K - $2.33K
|
42
$2.58K
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.88K+ 1.93% |
$144K - $160K
|
152K
$9.33M
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.26K+ 1.8% |
$62.6K - $69.8K
|
71.2K
$4.37M
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14K- 73.33% |
$696K - $776K
|
5.08K
$312K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
54New |
$2.69K - $3K
|
54
$3.31K
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
482+ 1.93% |
$24K - $26.8K
|
25.4K
$1.56M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
172KNew |
$8.59M - $9.58M
|
172K
$10.6M
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.17% |
$349 - $389
|
4.01K
$246K
|
|
Q1 2023 | |||||||
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.4K- 63.16% |
$117K - $125K
|
1.4K
$85.9K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40New |
$1.95K - $2.08K
|
40
$2.45K
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
5.16KNew |
$251K - $268K
|
5.16K
$316K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
200New |
$9.74K - $10.4K
|
200
$12.3K
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
226+ 3.23% |
$11K - $11.7K
|
7.23K
$443K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.06K- 56.89% |
$100K - $107K
|
1.56K
$96K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.01K- 36.8% |
$195K - $209K
|
6.89K
$423K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.44K- 1.13% |
$69.9K - $74.6K
|
126K
$7.74M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7K+ 122.76% |
$570K - $609K
|
21.2K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20.4KNew |
$995K - $1.06M
|
20.4K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
67.5KNew |
$3.29M - $3.51M
|
67.5K
$4.14M
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.26K+ 34.97% |
$110K - $118K
|
8.74K
$536K
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
CALL |
192KNew |
$9.35M - $9.99M
|
192K
$11.8M
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-137K- 14.63% |
$6.69M - $7.14M
|
801K
$49.2M
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.51K- 50.08% |
$220K - $235K
|
4.5K
$276K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-468- 90.7% |
$22.8K - $24.3K
|
48
$2.95K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.66KNew |
$80.8K - $86.3K
|
1.66K
$102K
|