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 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.1K+ 12.57% |
$803K - $876K
|
153K
$8.89M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
16.8K+ 2.43% |
$789K - $860K
|
707K
$41.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3K+ 3.62% |
$765K - $834K
|
466K
$27.1M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 197.51% |
$765K - $834K
|
24.5K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.4K+ 122.27% |
$725K - $790K
|
28K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
15.2K+ 13.46% |
$714K - $778K
|
128K
$7.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
15.1K+ 36.51% |
$710K - $774K
|
56.5K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
14.5K+ 13.85% |
$683K - $745K
|
120K
$6.94M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14.2K+ 66.32% |
$669K - $729K
|
35.7K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 7.6% |
$669K - $729K
|
201K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
14.2K+ 38.69% |
$667K - $727K
|
50.9K
$2.96M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
13.6K+ 95.21% |
$641K - $698K
|
28K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13.6KNew |
$640K - $698K
|
13.6K
$791K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13.2KNew |
$621K - $677K
|
13.2K
$767K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.6K+ 12.34% |
$594K - $648K
|
115K
$6.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
BUY
|
- |
12.6K+ 25.16% |
$593K - $646K
|
62.7K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.5K+ 20.49% |
$587K - $640K
|
73.5K
$4.27M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 5.21% |
$576K - $628K
|
248K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.2K+ 42.06% |
$572K - $623K
|
41.1K
$2.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.1K+ 7.56% |
$566K - $617K
|
172K
$9.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
11.3K+ 13.67% |
$532K - $580K
|
94.2K
$5.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
11.2K+ 17.41% |
$528K - $575K
|
75.7K
$4.4M
|
|
|
May 06, 2024
Q1 2024
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
11KNew |
$516K - $563K
|
11K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.9KNew |
$514K - $560K
|
10.9K
$635K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.9K+ 7.54% |
$512K - $558K
|
155K
$9.03M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.9K+ 17.41% |
$511K - $557K
|
73.3K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
10.6K+ 36.06% |
$500K - $545K
|
40.2K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
10.5KNew |
$492K - $536K
|
10.5K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
9.98K+ 57.27% |
$469K - $511K
|
27.4K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
9.76K+ 14.15% |
$458K - $500K
|
78.7K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
9.73K+ 158.91% |
$457K - $498K
|
15.9K
$921K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.73K+ 24.83% |
$457K - $498K
|
48.9K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.63KNew |
$452K - $493K
|
9.63K
$559K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.54K+ 34.92% |
$448K - $489K
|
36.9K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.29K+ 2.12% |
$437K - $476K
|
447K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.24KNew |
$434K - $473K
|
9.24K
$536K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.17KNew |
$431K - $470K
|
9.17K
$533K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.02K+ 187.62% |
$424K - $462K
|
13.8K
$803K
|
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
8.98K+ 3.09% |
$422K - $460K
|
300K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.89K+ 20.33% |
$418K - $455K
|
52.6K
$3.05M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.88K+ 19.0% |
$417K - $455K
|
55.6K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.61KNew |
$405K - $441K
|
8.61K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.43K+ 58.15% |
$396K - $432K
|
22.9K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8KNew |
$376K - $410K
|
8K
$465K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.99K+ 6.62% |
$375K - $409K
|
129K
$7.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.9KNew |
$371K - $404K
|
7.9K
$458K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.81K+ 114.9% |
$367K - $400K
|
14.6K
$848K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.66K+ 9.32% |
$360K - $393K
|
89.9K
$5.22M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
7.65KNew |
$359K - $392K
|
7.65K
$444K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
7.5K+ 20.15% |
$353K - $384K
|
44.7K
$2.6M
|