Latest Institutional Purchases of Unilever PLC (UL)
This list provides information on the latest institutional transactions involving Unilever PLC (UL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
500+ 7.14% |
$23.1K - $24.5K
|
7.5K
$416K
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
486+ 8.4% |
$22.5K - $23.8K
|
6.28K
$348K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
410+ 9.17% |
$19K - $20.1K
|
4.88K
$271K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
351New |
$16.2K - $17.2K
|
351
$19.5K
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
350+ 1.12% |
$16.2K - $17.1K
|
31.7K
$1.76M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
344New |
$15.9K - $16.8K
|
344
$19.1K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
323New |
$14.9K - $15.8K
|
323
$17.9K
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
270+ 1.71% |
$12.5K - $13.2K
|
16K
$890K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
259New |
$12K - $12.7K
|
259
$14.4K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
218New |
$10.1K - $10.7K
|
218
$12.1K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
218+ 29.86% |
$10.1K - $10.7K
|
948
$52.6K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
209New |
$9.67K - $10.2K
|
209
$11.6K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
200+ 4.23% |
$9.25K - $9.79K
|
4.93K
$273K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
194New |
$8.97K - $9.49K
|
194
$10.8K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
181New |
$8.37K - $8.86K
|
181
$10K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
176New |
$8.14K - $8.61K
|
176
$9.77K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
157New |
$7.26K - $7.68K
|
157
$8.71K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
151+ 1.46% |
$6.99K - $7.39K
|
10.5K
$581K
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
113New |
$5.23K - $5.53K
|
113
$6.27K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
94+ 313.33% |
$4.35K - $4.6K
|
124
$6.88K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
78+ 1.32% |
$3.61K - $3.82K
|
5.99K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68+ 453.33% |
$3.15K - $3.33K
|
83
$4.61K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
65+ 1.6% |
$3.01K - $3.18K
|
4.14K
$230K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
55+ 17.46% |
$2.54K - $2.69K
|
370
$20.5K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$2.08K - $2.2K
|
45
$2.5K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
42+ 0.98% |
$1.94K - $2.06K
|
4.35K
$241K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41+ 1.51% |
$1.9K - $2.01K
|
2.76K
$153K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
37+ 0.03% |
$1.71K - $1.81K
|
129K
$7.13M
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
37+ 7.71% |
$1.71K - $1.81K
|
517
$28.7K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35New |
$1.62K - $1.71K
|
35
$1.94K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34New |
$1.57K - $1.66K
|
34
$1.89K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$1.3K - $1.37K
|
28
$1.55K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
26New |
$1.2K - $1.27K
|
26
$1.44K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
26+ 30.95% |
$1.2K - $1.27K
|
110
$6.1K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25New |
$1.16K - $1.22K
|
25
$1.39K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 20.35% |
$1.06K - $1.13K
|
136
$7.55K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
9New |
$416 - $440
|
9
$499
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$416 - $440
|
9
$499
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8+ 0.16% |
$370 - $392
|
5.07K
$281K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.78% |
$185 - $196
|
519
$28.8K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 1.26% |
$139 - $147
|
241
$13.4K
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.01% |
$46.3 - $48.9
|
8.87K
$492K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
207KNew |
$10.1M - $11.2M
|
207K
$11.5M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
170K+ 44.04% |
$8.28M - $9.19M
|
555K
$30.8M
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
87.6KNew |
$4.28M - $4.75M
|
87.6K
$4.86M
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
72.6KNew |
$3.54M - $3.93M
|
72.6K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
39.6K+ 149.43% |
$1.93M - $2.15M
|
66.1K
$3.67M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
24KNew |
$1.17M - $1.3M
|
24K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
23.4KNew |
$1.14M - $1.27M
|
23.4K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.8KNew |
$1.07M - $1.18M
|
21.8K
$1.21M
|