Purchases and Sales Made in Q1 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q1 2024. The information is specifically focused on institutions that hold shares of UNILEVER PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 0.56% |
$141 - $154
|
535
$31.1K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.74% |
$94 - $102
|
271
$15.7K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.74% |
$94 - $102
|
273
$15.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.01% |
$94 - $102
|
13.6K
$789K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.47% |
$94 - $102
|
424
$24.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2+ 0.04% |
$94 - $102
|
4.49K
$261K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.07% |
$94 - $102
|
2.72K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$94 - $102
|
6.42K
$373K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.78% |
$94 - $102
|
260
$15.1K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.2% |
$47 - $51.2
|
84
$4.88K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.95% |
$47 - $51.2
|
106
$6.16K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$47 - $51.2
|
31.4K
$1.82M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.7% |
$47 - $51.2
|
143
$8.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.19% |
$47 - $51.2
|
535
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.11% |
$47 - $51.2
|
911
$52.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.01% |
$47 - $51.2
|
10.5K
$611K
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2- -0.0% |
$94 - $102
|
61.4K
$3.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.58% |
$94 - $102
|
342
$19.9K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.28% |
$141 - $154
|
1.05K
$61.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4- 0.01% |
$188 - $205
|
43K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-5- 8.77% |
$235 - $256
|
52
$3.02K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-6- 0.14% |
$282 - $307
|
4.35K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7- 0.06% |
$329 - $359
|
11.9K
$690K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-9- 0.29% |
$423 - $461
|
3.09K
$180K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-11- 9.02% |
$517 - $563
|
111
$6.45K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12Closed |
$564 - $615
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-16- 0.24% |
$752 - $820
|
6.78K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16- 3.61% |
$752 - $820
|
427
$24.8K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-16- 27.59% |
$752 - $820
|
42
$2.44K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-19- 0.32% |
$893 - $973
|
5.95K
$345K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-20- 0.02% |
$940 - $1.02K
|
94.8K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-20- 0.05% |
$940 - $1.02K
|
36.5K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 1.06% |
$1.17K - $1.28K
|
2.34K
$136K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.22% |
$1.17K - $1.28K
|
11.5K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-27- 0.04% |
$1.27K - $1.38K
|
62.8K
$3.65M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-27- 2.11% |
$1.27K - $1.38K
|
1.25K
$72.7K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28- 0.29% |
$1.32K - $1.43K
|
9.57K
$556K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-35- 0.35% |
$1.64K - $1.79K
|
9.84K
$571K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-38- 20.32% |
$1.79K - $1.95K
|
149
$8.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-40- 0.58% |
$1.88K - $2.05K
|
6.86K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-44- 1.0% |
$2.07K - $2.25K
|
4.36K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-45- 0.68% |
$2.11K - $2.3K
|
6.62K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-50- 0.69% |
$2.35K - $2.56K
|
7.24K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 10.73% |
$2.82K - $3.07K
|
499
$29K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-60- 3.47% |
$2.82K - $3.07K
|
1.67K
$97K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-60- 0.68% |
$2.82K - $3.07K
|
8.83K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-62- 40.26% |
$2.91K - $3.18K
|
92
$5.34K
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-62- 0.39% |
$2.91K - $3.18K
|
15.9K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-63- 10.06% |
$2.96K - $3.23K
|
563
$32.7K
|