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 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.87KNew |
$225K - $238K
|
4.87K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-54- 9.78% |
$2.5K - $2.64K
|
498
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
270+ 1.71% |
$12.5K - $13.2K
|
16K
$985K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-22- 1.29% |
$1.02K - $1.08K
|
1.69K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.94K- 36.82% |
$229K - $242K
|
8.48K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-694- 1.83% |
$32.1K - $34K
|
37.2K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
37.3KNew |
$1.72M - $1.82M
|
37.3K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.79KNew |
$407K - $430K
|
8.79K
$540K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-42.3K- 86.32% |
$1.96M - $2.07M
|
6.7K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4.41K- 46.01% |
$204K - $216K
|
5.18K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.55K- 40.96% |
$164K - $174K
|
5.12K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.72KNew |
$218K - $231K
|
4.72K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6.21K- 20.43% |
$287K - $304K
|
24.2K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-460- 96.44% |
$21.3K - $22.5K
|
17
$1.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
113New |
$5.23K - $5.53K
|
113
$6.94K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
500+ 7.14% |
$23.1K - $24.5K
|
7.5K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-111- 2.23% |
$5.13K - $5.43K
|
4.87K
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.5KNew |
$69.4K - $73.4K
|
1.5K
$92.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17KNew |
$789K - $834K
|
17K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
137KNew |
$6.32M - $6.69M
|
137K
$8.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.1K- 28.98% |
$97.1K - $103K
|
5.15K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-130- 1.33% |
$6.01K - $6.36K
|
9.67K
$594K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
323New |
$14.9K - $15.8K
|
323
$19.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-50- 1.09% |
$2.31K - $2.45K
|
4.52K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
218New |
$10.1K - $10.7K
|
218
$13.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-9.51K- 50.86% |
$440K - $465K
|
9.18K
$564K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
26+ 30.95% |
$1.2K - $1.27K
|
110
$6.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$416 - $440
|
9
$553
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-475- 1.16% |
$22K - $23.2K
|
40.5K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
218+ 29.86% |
$10.1K - $10.7K
|
948
$58.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-19.5K- 81.63% |
$902K - $955K
|
4.39K
$270K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
157New |
$7.26K - $7.68K
|
157
$9.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-206- 33.99% |
$9.53K - $10.1K
|
400
$24.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
4.16KNew |
$192K - $204K
|
4.16K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-4.08K- 3.87% |
$189K - $200K
|
101K
$6.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$2.08K - $2.2K
|
45
$2.76K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-378- 1.87% |
$17.5K - $18.5K
|
19.9K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.34K- 21.84% |
$154K - $163K
|
11.9K
$733K
|
|
|
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
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
486+ 8.4% |
$22.5K - $23.8K
|
6.28K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$185 - $196
|
519
$31.9K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
37+ 7.71% |
$1.71K - $1.81K
|
517
$31.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-760- 12.05% |
$35.2K - $37.2K
|
5.55K
$341K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-397- 2.45% |
$18.4K - $19.4K
|
15.8K
$972K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.4K- 9.57% |
$111K - $118K
|
22.7K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
151+ 1.46% |
$6.99K - $7.39K
|
10.5K
$642K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-878- 27.19% |
$40.6K - $43K
|
2.35K
$144K
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
210+ 5.46% |
$10.2K - $11.4K
|
4.06K
$249K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
165New |
$8.05K - $8.94K
|
165
$10.1K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
87.6KNew |
$4.28M - $4.75M
|
87.6K
$5.38M
|
|