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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.09KNew |
$51.3K - $55.9K
|
1.09K
$67.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
42.9KNew |
$2.02M - $2.2M
|
42.9K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
267New |
$12.5K - $13.7K
|
267
$16.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6K- 50.0% |
$282K - $307K
|
6K
$368K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-158- 84.49% |
$7.42K - $8.09K
|
29
$1.78K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.85K+ 12.97% |
$86.9K - $94.8K
|
16.1K
$990K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
592New |
$27.8K - $30.3K
|
592
$36.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
13+ 5.56% |
$611 - $666
|
247
$15.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.51KNew |
$70.7K - $77.1K
|
1.51K
$92.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-300- 6.67% |
$14.1K - $15.4K
|
4.2K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-120- 2.47% |
$5.64K - $6.15K
|
4.74K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
6.63KNew |
$311K - $339K
|
6.63K
$407K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
46+ 7.44% |
$2.16K - $2.36K
|
664
$40.8K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.61K+ 17.82% |
$75.8K - $82.7K
|
10.7K
$655K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-8.63K- 38.19% |
$405K - $442K
|
14K
$858K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
512New |
$24.1K - $26.2K
|
512
$31.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$190K - $207K
|
4.04K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
169New |
$7.94K - $8.66K
|
169
$10.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-6- 0.14% |
$282 - $307
|
4.35K
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 31.02% |
$89.4K - $97.5K
|
4.23K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.14M- 94.35% |
$148M - $161M
|
188K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-621- 13.89% |
$29.2K - $31.8K
|
3.85K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
66KNew |
$3.1M - $3.38M
|
66K
$4.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-599- 2.07% |
$28.1K - $30.7K
|
28.4K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-235- 57.18% |
$11K - $12K
|
176
$10.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-264- 72.53% |
$12.4K - $13.5K
|
100
$6.14K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
85.8K+ 200.08% |
$4.03M - $4.39M
|
129K
$7.9M
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-305- 0.68% |
$14.1K - $14.9K
|
44.4K
$2.73M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-819K- 65.62% |
$37.9M - $40.1M
|
429K
$26.4M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34New |
$1.57K - $1.66K
|
34
$2.09K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26New |
$1.2K - $1.27K
|
26
$1.6K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
5.35KNew |
$247K - $262K
|
5.35K
$329K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
176New |
$8.14K - $8.61K
|
176
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
10.3KNew |
$476K - $503K
|
10.3K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
22.3K+ 4681.51% |
$1.03M - $1.09M
|
22.8K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
133K+ 53.88% |
$6.17M - $6.53M
|
381K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
37+ 0.03% |
$1.71K - $1.81K
|
129K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-105Closed |
$4.86K - $5.14K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
168K+ 1184.23% |
$7.77M - $8.22M
|
182K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.61K+ 17.05% |
$213K - $225K
|
31.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
65KNew |
$3.01M - $3.18M
|
65K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.39KNew |
$203K - $215K
|
4.39K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-1K- 20.0% |
$46.3K - $48.9K
|
4K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
595New |
$27.5K - $29.1K
|
595
$36.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35New |
$1.62K - $1.71K
|
35
$2.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8.7KNew |
$402K - $426K
|
8.7K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
344New |
$15.9K - $16.8K
|
344
$21.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.21KNew |
$149K - $157K
|
3.21K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.39KNew |
$64.4K - $68.1K
|
1.39K
$85.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25New |
$1.16K - $1.22K
|
25
$1.54K
|
|