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 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
7.46K+ 38.0% |
$350K - $382K
|
27.1K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.43K+ 22.47% |
$349K - $381K
|
40.5K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.41K+ 1.93% |
$348K - $380K
|
391K
$22.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.23KNew |
$340K - $370K
|
7.23K
$420K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.13KNew |
$335K - $365K
|
7.13K
$414K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.12KNew |
$334K - $364K
|
7.12K
$413K
|
|
|
May 10, 2024
Q1 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
6.76K+ 4.97% |
$318K - $346K
|
143K
$8.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.73KNew |
$316K - $345K
|
6.73K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.72KNew |
$316K - $344K
|
6.72K
$390K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.68K+ 20.86% |
$314K - $342K
|
38.7K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.66KNew |
$313K - $341K
|
6.66K
$387K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.65K+ 102.8% |
$312K - $341K
|
13.1K
$762K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
6.63KNew |
$311K - $339K
|
6.63K
$385K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
6.59K+ 27.68% |
$310K - $338K
|
30.4K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.54KNew |
$307K - $335K
|
6.54K
$380K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.5KNew |
$305K - $333K
|
6.5K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
6.47KNew |
$304K - $331K
|
6.47K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
6.44K+ 11.73% |
$302K - $330K
|
61.3K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
6.31KNew |
$297K - $323K
|
6.31K
$367K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.16KNew |
$290K - $316K
|
6.16K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.15KNew |
$289K - $315K
|
6.15K
$357K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.1K+ 20.7% |
$287K - $313K
|
35.6K
$2.07M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.07KNew |
$285K - $311K
|
6.07K
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6K+ 100.0% |
$282K - $307K
|
12K
$697K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.95KNew |
$279K - $305K
|
5.95K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.95K+ 86.52% |
$279K - $305K
|
12.8K
$744K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.94K+ 3.56% |
$279K - $304K
|
173K
$10M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.87KNew |
$276K - $301K
|
5.87K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
5.77K+ 6.26% |
$271K - $296K
|
97.9K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.72KNew |
$269K - $293K
|
5.72K
$332K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
5.72K+ 3.72% |
$269K - $293K
|
159K
$9.26M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.39K+ 20.88% |
$253K - $276K
|
31.2K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.32KNew |
$250K - $272K
|
5.32K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.3KNew |
$249K - $271K
|
5.3K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
5.12KNew |
$241K - $262K
|
5.12K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.99KNew |
$234K - $256K
|
4.99K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.81KNew |
$226K - $246K
|
4.81K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
4.67KNew |
$219K - $239K
|
4.67K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.66KNew |
$219K - $239K
|
4.66K
$271K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.55K+ 18.2% |
$214K - $233K
|
29.5K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.45KNew |
$209K - $228K
|
4.45K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.43K+ 46.35% |
$208K - $227K
|
14K
$813K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.39K+ 7.78% |
$206K - $225K
|
60.7K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
4.38KNew |
$206K - $224K
|
4.38K
$255K
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
4.38K+ 13.09% |
$206K - $224K
|
37.9K
$2.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.38KNew |
$206K - $224K
|
4.38K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.31KNew |
$202K - $221K
|
4.31K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.27KNew |
$200K - $218K
|
4.27K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.24K+ 13.17% |
$199K - $217K
|
36.4K
$2.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.21K+ 12.98% |
$198K - $215K
|
36.6K
$2.13M
|