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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
715+ 3.9% |
$33.6K - $36.6K
|
19K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
696+ 15.56% |
$32.7K - $35.6K
|
5.17K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
680+ 5.22% |
$32K - $34.8K
|
13.7K
$796K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
663+ 8.68% |
$31.2K - $34K
|
8.3K
$482K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
661+ 3.18% |
$31.1K - $33.9K
|
21.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
650+ 25.51% |
$30.5K - $33.3K
|
3.2K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
646+ 1.82% |
$30.4K - $33.1K
|
36.1K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
644+ 9.54% |
$30.3K - $33K
|
7.39K
$429K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
641+ 25.48% |
$30.1K - $32.8K
|
3.16K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
640+ 7.25% |
$30.1K - $32.8K
|
9.47K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
611+ 1.24% |
$28.7K - $31.3K
|
50K
$2.9M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
607+ 3.52% |
$28.5K - $31.1K
|
17.8K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
592New |
$27.8K - $30.3K
|
592
$34.4K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
590+ 19.93% |
$27.7K - $30.2K
|
3.55K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
581+ 8.67% |
$27.3K - $29.8K
|
7.28K
$423K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
577+ 10.44% |
$27.1K - $29.6K
|
6.1K
$354K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
561New |
$26.4K - $28.7K
|
561
$32.6K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
559New |
$26.3K - $28.6K
|
559
$32.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
549+ 1.11% |
$25.8K - $28.1K
|
49.8K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
547+ 8.13% |
$25.7K - $28K
|
7.27K
$422K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
541+ 4.21% |
$25.4K - $27.7K
|
13.4K
$777K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
540+ 5.3% |
$25.4K - $27.7K
|
10.7K
$623K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
513+ 3.93% |
$24.1K - $26.3K
|
13.6K
$788K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
512New |
$24.1K - $26.2K
|
512
$29.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
500+ 7.62% |
$23.5K - $25.6K
|
7.07K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
498+ 9.55% |
$23.4K - $25.5K
|
5.72K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
495+ 1.54% |
$23.3K - $25.4K
|
32.7K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
476+ 5.98% |
$22.4K - $24.4K
|
8.44K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
472+ 0.99% |
$22.2K - $24.2K
|
48.3K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
460+ 1.65% |
$21.6K - $23.6K
|
28.3K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
453+ 2.1% |
$21.3K - $23.2K
|
22K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
448+ 3.12% |
$21.1K - $22.9K
|
14.8K
$860K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
445+ 3.69% |
$20.9K - $22.8K
|
12.5K
$725K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
438+ 8.85% |
$20.6K - $22.4K
|
5.39K
$313K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
430+ 0.53% |
$20.2K - $22K
|
82K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
424+ 1.35% |
$19.9K - $21.7K
|
31.9K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
422+ 4.06% |
$19.8K - $21.6K
|
10.8K
$628K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
415+ 9.4% |
$19.5K - $21.3K
|
4.83K
$280K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
395+ 8.19% |
$18.6K - $20.2K
|
5.22K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
394New |
$18.5K - $20.2K
|
394
$22.9K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
384+ 6.15% |
$18K - $19.7K
|
6.63K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
BUY
|
- |
357+ 0.86% |
$16.8K - $18.3K
|
41.7K
$2.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
354+ 1.32% |
$16.6K - $18.1K
|
27.2K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
347+ 2.39% |
$16.3K - $17.8K
|
14.9K
$864K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
342+ 4.03% |
$16.1K - $17.5K
|
8.83K
$513K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
337+ 2.33% |
$15.8K - $17.3K
|
14.8K
$861K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
336+ 2.05% |
$15.8K - $17.2K
|
16.7K
$970K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
330+ 0.32% |
$15.5K - $16.9K
|
104K
$6.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
330+ 3.4% |
$15.5K - $16.9K
|
10K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
312+ 2.83% |
$14.7K - $16K
|
11.3K
$658K
|