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 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.16K+ 6.38% |
$195K - $213K
|
69.3K
$4.03M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.13K+ 44.69% |
$194K - $212K
|
13.4K
$777K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.11K+ 42.89% |
$193K - $211K
|
13.7K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.11K+ 392.36% |
$193K - $210K
|
5.16K
$299K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.1KNew |
$193K - $210K
|
4.1K
$238K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.07KNew |
$191K - $208K
|
4.07K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
$191K - $208K
|
4.06K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.05KNew |
$190K - $207K
|
4.05K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$190K - $207K
|
4.04K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.03KNew |
$189K - $206K
|
4.03K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4KNew |
$188K - $205K
|
4K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
4KNew |
$188K - $205K
|
4K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4K+ 12.81% |
$188K - $205K
|
35.2K
$2.04M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.99KNew |
$187K - $204K
|
3.99K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.82K+ 1.6% |
$179K - $195K
|
242K
$14M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
3.81K+ 2.19% |
$179K - $195K
|
178K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
3.8K+ 11.1% |
$179K - $195K
|
38.1K
$2.21M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
3.8K+ 11.1% |
$179K - $195K
|
38.1K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.76K+ 1.76% |
$177K - $193K
|
218K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
3.66K+ 76.32% |
$172K - $188K
|
8.47K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.64K+ 37.48% |
$171K - $186K
|
13.4K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
3.62K+ 2.71% |
$170K - $185K
|
137K
$7.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.6K+ 5.21% |
$169K - $184K
|
72.6K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.49K+ 28.72% |
$164K - $179K
|
15.7K
$909K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.45K+ 14.78% |
$162K - $177K
|
26.8K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.4K+ 2.58% |
$160K - $174K
|
135K
$7.85M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.38K+ 31.31% |
$159K - $173K
|
14.2K
$824K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.38K+ 8.33% |
$159K - $173K
|
44K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.37K+ 30.17% |
$158K - $173K
|
14.6K
$845K
|
|
|
May 13, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
3.32K+ 52.87% |
$156K - $170K
|
9.6K
$557K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.27KNew |
$153K - $167K
|
3.27K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.26K+ 37.71% |
$153K - $167K
|
11.9K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.24K+ 5.28% |
$152K - $166K
|
64.6K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.2K+ 126.57% |
$150K - $164K
|
5.73K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.12K+ 32.92% |
$147K - $160K
|
12.6K
$732K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.94K+ 15.72% |
$138K - $151K
|
21.7K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.94K+ 28.49% |
$138K - $151K
|
13.3K
$770K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.92K+ 18.42% |
$137K - $150K
|
18.8K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.92K+ 13.11% |
$137K - $150K
|
25.2K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
2.91K+ 4.89% |
$137K - $149K
|
62.4K
$3.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.89K+ 3.11% |
$136K - $148K
|
95.7K
$5.56M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.88K+ 28.81% |
$135K - $148K
|
12.9K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.84K+ 36.8% |
$134K - $146K
|
10.6K
$614K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.83K+ 5.77% |
$133K - $145K
|
52K
$3.02M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.79KNew |
$131K - $143K
|
2.79K
$162K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 44.5% |
$128K - $139K
|
8.83K
$513K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.71K+ 19.98% |
$127K - $139K
|
16.3K
$945K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.69K+ 13.49% |
$126K - $138K
|
22.6K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.66K+ 23.85% |
$125K - $136K
|
13.8K
$802K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.52K+ 16.07% |
$119K - $129K
|
18.2K
$1.06M
|