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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
51.1KNew |
$2.4M - $2.62M
|
51.1K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
50.5K+ 26.73% |
$2.37M - $2.58M
|
239K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
50.1K+ 11.77% |
$2.35M - $2.56M
|
475K
$27.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
49.8K+ 8.19% |
$2.34M - $2.55M
|
658K
$38.2M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
47.3K+ 40.62% |
$2.22M - $2.42M
|
164K
$9.5M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
47.2K+ 34.33% |
$2.22M - $2.42M
|
185K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
45.8KNew |
$2.15M - $2.35M
|
45.8K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.9K+ 46.63% |
$2.11M - $2.3M
|
141K
$8.21M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
44.7K+ 10.55% |
$2.1M - $2.29M
|
469K
$27.2M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
44KNew |
$2.07M - $2.25M
|
44K
$2.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
44KNew |
$2.07M - $2.25M
|
44K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
42.9KNew |
$2.02M - $2.2M
|
42.9K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
42K+ 29.1% |
$1.97M - $2.15M
|
186K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.9K+ 2124.02% |
$1.83M - $1.99M
|
40.7K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
38KNew |
$1.78M - $1.94M
|
38K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.9K+ 248.28% |
$1.73M - $1.89M
|
51.8K
$3.01M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
36KNew |
$1.69M - $1.84M
|
36K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
33.8KNew |
$1.59M - $1.73M
|
33.8K
$1.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
33.3K+ 4.04% |
$1.57M - $1.71M
|
858K
$49.8M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
32.9K+ 7.03% |
$1.54M - $1.68M
|
501K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.6K+ 223.16% |
$1.53M - $1.67M
|
47.2K
$2.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
32.5K+ 8.86% |
$1.53M - $1.66M
|
399K
$23.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
31.9KNew |
$1.5M - $1.63M
|
31.9K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
31.8K+ 25.38% |
$1.5M - $1.63M
|
157K
$9.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
31.6K+ 3.79% |
$1.48M - $1.62M
|
866K
$50.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.3K+ 57.04% |
$1.42M - $1.55M
|
83.4K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
28.5K+ 34.69% |
$1.34M - $1.46M
|
111K
$6.44M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.6K+ 78.42% |
$1.3M - $1.41M
|
62.8K
$3.65M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
27.1K+ 16.32% |
$1.27M - $1.39M
|
193K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
27K+ 90.33% |
$1.27M - $1.38M
|
56.8K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
26.3K+ 232.11% |
$1.24M - $1.35M
|
37.6K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
26.2K+ 6.87% |
$1.23M - $1.34M
|
408K
$23.7M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
25.3K+ 50.55% |
$1.19M - $1.3M
|
75.3K
$4.37M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
24.8K+ 49.56% |
$1.17M - $1.27M
|
75K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
24.5K+ 5.2% |
$1.15M - $1.26M
|
496K
$28.8M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.12M - $1.23M
|
23.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
23.6K+ 8.7% |
$1.11M - $1.21M
|
294K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
23K+ 47.92% |
$1.08M - $1.18M
|
71K
$4.12M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
22.4KNew |
$1.05M - $1.15M
|
22.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 27.54% |
$1.02M - $1.11M
|
100K
$5.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
21.3K+ 4.05% |
$1M - $1.09M
|
548K
$31.8M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
20.6K+ 7.32% |
$966K - $1.05M
|
301K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
20.4K+ 3.27% |
$961K - $1.05M
|
646K
$37.5M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
20.4K+ 3.27% |
$961K - $1.05M
|
646K
$37.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.3K+ 6.13% |
$907K - $989K
|
334K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18.2K+ 162.91% |
$857K - $935K
|
29.4K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
17.4K+ 154.97% |
$817K - $891K
|
28.6K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.4K+ 19.16% |
$816K - $890K
|
108K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.3KNew |
$814K - $887K
|
17.3K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
17.3K+ 53.92% |
$813K - $886K
|
49.4K
$2.87M
|