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
|
Graypoint LLC
|
SELL
|
- |
-583- 7.65% |
$27.4K - $29.9K
|
7.04K
$409K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-586- 10.69% |
$27.5K - $30K
|
4.9K
$284K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-589- 5.19% |
$27.7K - $30.2K
|
10.8K
$625K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-596- 3.08% |
$28K - $30.5K
|
18.7K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-599- 2.07% |
$28.1K - $30.7K
|
28.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-600- 6.0% |
$28.2K - $30.7K
|
9.39K
$546K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-600- 1.36% |
$28.2K - $30.7K
|
43.4K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-605- 2.67% |
$28.4K - $31K
|
22.1K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-605- 3.05% |
$28.4K - $31K
|
19.2K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-615- 3.77% |
$28.9K - $31.5K
|
15.7K
$912K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-618- 6.0% |
$29K - $31.7K
|
9.68K
$562K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-621- 13.89% |
$29.2K - $31.8K
|
3.85K
$224K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-631- 3.53% |
$29.7K - $32.3K
|
17.2K
$1M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-640- 70.18% |
$30.1K - $32.8K
|
272
$15.8K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-650- 1.5% |
$30.5K - $33.3K
|
42.6K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-705- 50.76% |
$33.1K - $36.1K
|
684
$39.7K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-753- 10.33% |
$35.4K - $38.6K
|
6.54K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-762- 10.64% |
$35.8K - $39K
|
6.4K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-774- 3.31% |
$36.4K - $39.6K
|
22.6K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-797- 8.66% |
$37.5K - $40.8K
|
8.41K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-801- 1.83% |
$37.6K - $41K
|
43K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-801- 3.25% |
$37.6K - $41K
|
23.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-823- 1.38% |
$38.7K - $42.2K
|
59K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-832- 2.7% |
$39.1K - $42.6K
|
30K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-856- 13.7% |
$40.2K - $43.8K
|
5.39K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-869- 7.84% |
$40.8K - $44.5K
|
10.2K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-878- 7.96% |
$41.3K - $45K
|
10.2K
$590K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-881- 8.72% |
$41.4K - $45.1K
|
9.23K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-921- 51.54% |
$43.3K - $47.2K
|
866
$50.3K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-931- 14.59% |
$43.7K - $47.7K
|
5.45K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-941- 6.04% |
$44.2K - $48.2K
|
14.6K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-950- 18.85% |
$44.6K - $48.7K
|
4.09K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-965- 16.92% |
$45.3K - $49.4K
|
4.74K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-966- 6.92% |
$45.4K - $49.5K
|
13K
$755K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-970- 10.81% |
$45.6K - $49.7K
|
8.01K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-974- 15.52% |
$45.8K - $49.9K
|
5.3K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1K- 13.83% |
$47K - $51.2K
|
6.23K
$362K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 10.72% |
$47.2K - $51.5K
|
8.37K
$486K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 14.4% |
$47.5K - $51.7K
|
6K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.01K- 6.4% |
$47.6K - $51.9K
|
14.8K
$860K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.03K- 14.41% |
$48.2K - $52.6K
|
6.1K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.03K- 1.83% |
$48.3K - $52.7K
|
55.2K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.04K- 4.87% |
$48.9K - $53.3K
|
20.3K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 18.47% |
$49K - $53.4K
|
4.6K
$267K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 20.2% |
$50K - $54.5K
|
4.21K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.07K- 0.87% |
$50.1K - $54.6K
|
122K
$7.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.08K- 1.83% |
$50.7K - $55.3K
|
58K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.11K- 6.11% |
$52.3K - $57K
|
17.1K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.11K- 8.63% |
$52.3K - $57K
|
11.8K
$684K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.12K- 10.51% |
$52.6K - $57.4K
|
9.54K
$554K
|