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 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 31.47% |
$118K - $129K
|
10.5K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.43K+ 22.88% |
$114K - $124K
|
13K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.4K+ 47.2% |
$113K - $123K
|
7.48K
$434K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.39K+ 26.04% |
$112K - $123K
|
11.6K
$673K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.32K+ 0.56% |
$109K - $119K
|
419K
$24.3M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.26K+ 24.14% |
$106K - $116K
|
11.6K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.16K+ 20.12% |
$102K - $111K
|
12.9K
$749K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.11K+ 5.17% |
$99.1K - $108K
|
42.9K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
2.06K+ 3.25% |
$96.8K - $106K
|
65.5K
$3.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2.05K+ 4.87% |
$96.5K - $105K
|
44.2K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.04K+ 1.96% |
$95.9K - $105K
|
106K
$6.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.02K+ 5.66% |
$95.1K - $104K
|
37.8K
$2.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2.02K+ 24.11% |
$94.8K - $103K
|
10.4K
$603K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.01K+ 1.89% |
$94.6K - $103K
|
109K
$6.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
2K+ 6.26% |
$94K - $102K
|
34K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2K+ 26.18% |
$93.8K - $102K
|
9.62K
$559K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.94K+ 3.59% |
$91.2K - $99.4K
|
56K
$3.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.91K+ 3.17% |
$89.5K - $97.6K
|
62.1K
$3.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.89K+ 1.58% |
$89K - $97K
|
122K
$7.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.88K+ 25.31% |
$88.1K - $96K
|
9.28K
$539K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.85K+ 12.97% |
$86.9K - $94.8K
|
16.1K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.76K+ 9.22% |
$82.8K - $90.2K
|
20.9K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 27.25% |
$81K - $88.3K
|
8.05K
$467K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.71K+ 50.19% |
$80.4K - $87.6K
|
5.12K
$297K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.71K+ 11.68% |
$80.4K - $87.6K
|
16.4K
$950K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.7K+ 2.46% |
$79.8K - $87K
|
70.8K
$4.11M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 9.45% |
$75.9K - $82.7K
|
18.7K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.61K+ 17.82% |
$75.8K - $82.7K
|
10.7K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.59KNew |
$74.9K - $81.6K
|
1.59K
$92.5K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.55K+ 11.69% |
$73K - $79.5K
|
14.8K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.54K+ 0.96% |
$72.4K - $78.9K
|
162K
$9.44M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.51K+ 35.51% |
$71K - $77.4K
|
5.77K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.51K+ 2.43% |
$70.9K - $77.3K
|
63.5K
$3.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.51KNew |
$70.7K - $77.1K
|
1.51K
$87.4K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.5K+ 4.72% |
$70.6K - $77K
|
33.3K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5K+ 3.62% |
$70.5K - $76.9K
|
43K
$2.49M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5K+ 17.42% |
$70.5K - $76.8K
|
10.1K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
1.5K+ 7.61% |
$70.5K - $76.8K
|
21.2K
$1.23M
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.5K+ 42.86% |
$70.5K - $76.8K
|
5K
$290K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 1.94% |
$70.3K - $76.6K
|
78.6K
$4.56M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.47K+ 23.72% |
$69.2K - $75.4K
|
7.68K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.47K+ 11.01% |
$69K - $75.2K
|
14.8K
$859K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.47K+ 20.89% |
$68.9K - $75.1K
|
8.49K
$493K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.43K+ 2.77% |
$67.4K - $73.4K
|
53.2K
$3.09M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.43K+ 3.53% |
$67K - $73K
|
41.8K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.42K+ 2.43% |
$66.9K - $72.9K
|
60K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.4K+ 1.46% |
$66K - $71.9K
|
97.9K
$5.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.38K+ 33.08% |
$64.6K - $70.4K
|
5.53K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.37K+ 15.18% |
$64.5K - $70.3K
|
10.4K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.37K+ 8.06% |
$64.4K - $70.2K
|
18.4K
$1.07M
|