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 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
53.6KNew |
$2.67M - $2.98M
|
53.6K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$99.7K - $111K
|
2K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.13K- 21.4% |
$56.5K - $62.9K
|
4.16K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
22New |
$1.1K - $1.22K
|
22
$1.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.09K+ 33.77% |
$254K - $283K
|
20.2K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
SELL
|
- |
-650- 10.02% |
$32.4K - $36.1K
|
5.84K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-1.02K- 15.76% |
$51K - $56.9K
|
5.48K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
908+ 986.96% |
$45.3K - $50.4K
|
1K
$56.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-37- 0.81% |
$1.84K - $2.06K
|
4.55K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-37- 11.35% |
$1.84K - $2.06K
|
289
$16.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
16KNew |
$799K - $890K
|
16K
$908K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-12- 0.25% |
$598 - $667
|
4.8K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-300- 4.78% |
$15K - $16.7K
|
5.97K
$338K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
36New |
$1.79K - $2K
|
36
$2.04K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
410+ 10.64% |
$20.4K - $22.8K
|
4.27K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.73KNew |
$236K - $263K
|
4.73K
$268K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-8.56K- 9.52% |
$427K - $476K
|
81.3K
$4.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
744+ 17.52% |
$37.1K - $41.3K
|
4.99K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
67+ 1.68% |
$3.34K - $3.72K
|
4.07K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
578+ 8.55% |
$28.8K - $32.1K
|
7.34K
$416K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
168+ 2.5% |
$8.37K - $9.33K
|
6.9K
$391K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.56K- 27.94% |
$177K - $198K
|
9.19K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
150New |
$7.48K - $8.33K
|
150
$8.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
139+ 13.9% |
$6.93K - $7.72K
|
1.14K
$64.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-3K- 40.19% |
$150K - $167K
|
4.47K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
15.6KNew |
$779K - $868K
|
15.6K
$886K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-8.69K- 73.21% |
$433K - $483K
|
3.18K
$180K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
4.09KNew |
$204K - $227K
|
4.09K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
97New |
$4.83K - $5.39K
|
97
$5.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
143New |
$7.13K - $7.95K
|
143
$8.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
373New |
$18.6K - $20.7K
|
373
$21.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$387K - $431K
|
7.76K
$440K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9- 0.12% |
$449 - $500
|
7.34K
$416K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-114- 1.16% |
$5.68K - $6.33K
|
9.75K
$553K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-223- 22.92% |
$11.1K - $12.4K
|
750
$42.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-364- 7.74% |
$18.1K - $20.2K
|
4.34K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.82% |
$99.7 - $111
|
247
$14K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
728+ 2.06% |
$36.3K - $40.4K
|
36.1K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 15.34% |
$133K - $148K
|
20.1K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.29K- 5.01% |
$64.4K - $71.8K
|
24.5K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.88K+ 1.93% |
$144K - $160K
|
152K
$8.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-14K- 73.33% |
$696K - $776K
|
5.08K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
54New |
$2.69K - $3K
|
54
$3.06K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
482+ 1.93% |
$24K - $26.8K
|
25.4K
$1.44M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
7+ 0.17% |
$349 - $389
|
4.01K
$227K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
$79.3K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40New |
$1.95K - $2.08K
|
40
$2.27K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
5.16KNew |
$251K - $268K
|
5.16K
$292K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
200New |
$9.74K - $10.4K
|
200
$11.3K
|
|