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 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.34K+ 7.46% |
$62.8K - $68.4K
|
19.3K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.31K+ 134.84% |
$61.7K - $67.2K
|
2.29K
$131K
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.26K+ 2.18% |
$59K - $64.3K
|
58.8K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.25K+ 24.64% |
$58.9K - $64.2K
|
6.34K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.23K+ 5.52% |
$57.9K - $63.1K
|
23.6K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.23K+ 1.93% |
$57.8K - $63K
|
64.9K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
1.22K+ 8.05% |
$57.1K - $62.2K
|
16.3K
$934K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.21KNew |
$57K - $62.2K
|
1.21K
$69.5K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 22.87% |
$56.8K - $61.9K
|
6.5K
$372K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 14.15% |
$55.9K - $60.9K
|
9.59K
$549K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.17K+ 17.6% |
$55.1K - $60.1K
|
7.84K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.15K+ 0.7% |
$54K - $58.9K
|
165K
$9.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.13K+ 20.41% |
$52.9K - $57.6K
|
6.64K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11K+ 7.09% |
$52K - $56.7K
|
16.7K
$957K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.09KNew |
$51.3K - $55.9K
|
1.09K
$62.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.09K+ 23.26% |
$51K - $55.6K
|
5.75K
$330K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08KNew |
$50.9K - $55.5K
|
1.08K
$62.1K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.07K+ 16.0% |
$50.5K - $55K
|
7.79K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.07K+ 167.61% |
$50.1K - $54.6K
|
1.7K
$97.5K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.06K+ 0.61% |
$49.6K - $54K
|
175K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.02K+ 4.17% |
$47.8K - $52.1K
|
25.4K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.02K+ 8.7% |
$47.7K - $52K
|
12.7K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.01KNew |
$47.5K - $51.8K
|
1.01K
$57.9K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.01K+ 0.93% |
$47.3K - $51.5K
|
109K
$6.23M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1K+ 13.72% |
$47K - $51.3K
|
8.3K
$475K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
987+ 3.55% |
$46.4K - $50.6K
|
28.8K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
973+ 3.78% |
$45.7K - $49.8K
|
26.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
931+ 12.56% |
$43.7K - $47.7K
|
8.34K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
930+ 3.85% |
$43.7K - $47.6K
|
25.1K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
918+ 12.81% |
$43.1K - $47K
|
8.09K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
916+ 1.25% |
$43K - $46.9K
|
74.2K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
915+ 3.79% |
$43K - $46.9K
|
25K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
914+ 13.86% |
$42.9K - $46.8K
|
7.51K
$430K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
896+ 1.59% |
$42.1K - $45.9K
|
57.2K
$3.28M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
893+ 7.31% |
$42K - $45.7K
|
13.1K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
885+ 5.37% |
$41.6K - $45.3K
|
17.4K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
857+ 3.89% |
$40.3K - $43.9K
|
22.9K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
846+ 12.74% |
$39.8K - $43.3K
|
7.48K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
840+ 1.2% |
$39.5K - $43K
|
71K
$4.07M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
837+ 14.03% |
$39.3K - $42.9K
|
6.8K
$389K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
829+ 5.46% |
$39K - $42.5K
|
16K
$917K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
796+ 1.64% |
$37.4K - $40.8K
|
49.2K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
792+ 15.83% |
$37.2K - $40.6K
|
5.8K
$332K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
790+ 6.16% |
$37.1K - $40.5K
|
13.6K
$780K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
783+ 4.66% |
$36.8K - $40.1K
|
17.6K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
782+ 16.84% |
$36.7K - $40.1K
|
5.43K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
769+ 4.51% |
$36.1K - $39.4K
|
17.8K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
758+ 12.03% |
$35.6K - $38.8K
|
7.06K
$404K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
736+ 1.29% |
$34.6K - $37.7K
|
57.8K
$3.31M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
726+ 0.75% |
$34.1K - $37.2K
|
97.4K
$5.58M
|