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 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
100New |
$4.32K - $5.15K
|
100
$5.67K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-367- 74.59% |
$15.9K - $18.9K
|
125
$7.08K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12KNew |
$48.6K - $57.8K
|
1.12K
$63.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33New |
$1.43K - $1.7K
|
33
$1.87K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-34- 4.52% |
$1.47K - $1.75K
|
719
$40.7K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-535- 87.99% |
$23.1K - $27.6K
|
73
$4.14K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24New |
$1.04K - $1.24K
|
24
$1.36K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
4.37KNew |
$189K - $225K
|
4.37K
$247K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-74- 0.27% |
$3.2K - $3.81K
|
27.2K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
196+ 42.89% |
$8.48K - $10.1K
|
653
$37K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
43New |
$1.86K - $2.21K
|
43
$2.44K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
111New |
$4.8K - $5.72K
|
111
$6.29K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
438+ 1.19% |
$18.9K - $22.6K
|
37.3K
$2.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
20+ 0.23% |
$865 - $1.03K
|
8.7K
$493K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
233New |
$10.1K - $12K
|
233
$13.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
6.02KNew |
$260K - $310K
|
6.02K
$341K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-380- 94.53% |
$16.4K - $19.6K
|
22
$1.25K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
57New |
$2.46K - $2.94K
|
57
$3.23K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
4.52M+ 81.53% |
$195M - $233M
|
10.1M
$570M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
900New |
$38.9K - $46.4K
|
900
$51K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
337New |
$14.6K - $17.4K
|
337
$19.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9New |
$389 - $464
|
9
$510
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-822- 4.82% |
$35.5K - $42.3K
|
16.2K
$920K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
104New |
$4.5K - $5.36K
|
104
$5.89K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$51.2K - $61K
|
1.19K
$67.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-10.8K- 3.27% |
$467K - $556K
|
319K
$18.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-500- 2.34% |
$21.6K - $25.8K
|
20.9K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
46New |
$1.99K - $2.37K
|
46
$2.61K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
4.07KNew |
$176K - $210K
|
4.07K
$231K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
350New |
$15.1K - $18K
|
350
$19.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.91KNew |
$82.6K - $98.4K
|
1.91K
$108K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
578New |
$25K - $29.8K
|
578
$32.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-454Closed |
$19.7K - $22.2K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-288- 4.66% |
$12.5K - $14.1K
|
5.9K
$334K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
56+ 5.28% |
$2.43K - $2.74K
|
1.12K
$63.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
30+ 0.9% |
$1.3K - $1.47K
|
3.37K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-92- 50.55% |
$3.98K - $4.5K
|
90
$5.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
$4.33K - $4.89K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
1.15KNew |
$49.7K - $56.1K
|
1.15K
$65.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-220- 3.93% |
$9.53K - $10.8K
|
5.38K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
365+ 6.09% |
$15.8K - $17.8K
|
6.36K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
6KNew |
$260K - $294K
|
6K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2K- 13.33% |
$86.6K - $97.8K
|
13K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
16.5KNew |
$713K - $805K
|
16.5K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
129+ 2.38% |
$5.59K - $6.31K
|
5.55K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-556- 54.46% |
$24.1K - $27.2K
|
465
$26.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
4.77KNew |
$207K - $233K
|
4.77K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-328- 6.53% |
$14.2K - $16K
|
4.7K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
284New |
$12.3K - $13.9K
|
284
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
15+ 0.01% |
$650 - $734
|
147K
$8.36M
|
|