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 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-8.78KClosed |
$413K - $450K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-8.91K- 22.04% |
$419K - $457K
|
31.5K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-8.98K- 3.04% |
$422K - $460K
|
286K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-9.08K- 65.53% |
$427K - $465K
|
4.78K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.27K- 11.48% |
$436K - $475K
|
71.5K
$4.09M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.6K- 14.64% |
$451K - $492K
|
56K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.89K- 2.0% |
$465K - $507K
|
485K
$27.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10K- 1.98% |
$471K - $513K
|
497K
$28.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.3K- 7.04% |
$486K - $530K
|
137K
$7.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 94.8% |
$505K - $551K
|
589
$33.7K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10.9K- 15.69% |
$512K - $558K
|
58.5K
$3.35M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10.9K- 6.86% |
$513K - $560K
|
148K
$8.5M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-11.2K- 4.74% |
$525K - $572K
|
224K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.3K- 9.27% |
$531K - $579K
|
111K
$6.33M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.3K- 55.81% |
$533K - $581K
|
8.98K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12.1K- 51.7% |
$570K - $621K
|
11.3K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.2K- 28.02% |
$575K - $627K
|
31.4K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-12.4K- 17.28% |
$583K - $636K
|
59.4K
$3.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 1.2% |
$619K - $675K
|
1.08M
$62.1M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-13.3K- 4.27% |
$623K - $679K
|
297K
$17M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-14.1K- 2.14% |
$662K - $721K
|
644K
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-14.6K- 3.76% |
$686K - $747K
|
374K
$21.4M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-15.7K- 9.76% |
$739K - $806K
|
145K
$8.33M
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-16K- 13.13% |
$753K - $820K
|
106K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16.8K- 53.39% |
$788K - $859K
|
14.6K
$838K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-17.3K- 26.02% |
$815K - $888K
|
49.3K
$2.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-17.6K- 87.25% |
$828K - $902K
|
2.58K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.7K- 10.4% |
$877K - $956K
|
161K
$9.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-19.5K- 82.54% |
$914K - $996K
|
4.11K
$236K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.9K- 0.27% |
$1.03M - $1.12M
|
8.07M
$462M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.3K- 38.51% |
$1.14M - $1.24M
|
38.8K
$2.22M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-24.7K- 5.76% |
$1.16M - $1.26M
|
404K
$23.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.8K- 7.49% |
$1.17M - $1.27M
|
306K
$17.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-26.9K- 38.86% |
$1.26M - $1.38M
|
42.3K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-27.6K- 42.29% |
$1.3M - $1.41M
|
37.6K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-27.7K- 55.55% |
$1.3M - $1.42M
|
22.1K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-28.7K- 76.54% |
$1.35M - $1.47M
|
8.78K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-28.8K- 38.23% |
$1.35M - $1.47M
|
46.5K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-29.8K- 99.62% |
$1.4M - $1.53M
|
113
$6.47K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-30.1K- 80.3% |
$1.42M - $1.54M
|
7.39K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-32.5K- 17.06% |
$1.53M - $1.66M
|
158K
$9.04M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-34.7K- 74.0% |
$1.63M - $1.78M
|
12.2K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-34.7K- 69.59% |
$1.63M - $1.78M
|
15.2K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-35.4K- 42.81% |
$1.66M - $1.81M
|
47.3K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-38.1K- 12.62% |
$1.79M - $1.95M
|
264K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-39.6K- 3.61% |
$1.86M - $2.03M
|
1.06M
$60.5M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-40.7K- 20.0% |
$1.91M - $2.08M
|
163K
$9.32M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-43.2K- 3.19% |
$2.03M - $2.21M
|
1.31M
$75M
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-43.5K- 1.68% |
$2.04M - $2.23M
|
2.54M
$146M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-43.8K- 27.88% |
$2.06M - $2.24M
|
113K
$6.48M
|