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 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
307+ 3.65% |
$14.4K - $15.7K
|
8.71K
$499K
|
|
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
BUY
|
- |
306New |
$14.4K - $15.7K
|
306
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
304+ 4.38% |
$14.3K - $15.6K
|
7.24K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
300New |
$14.1K - $15.4K
|
300
$17.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 1.8% |
$14.1K - $15.4K
|
16.9K
$969K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 6.42% |
$14.1K - $15.4K
|
4.98K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
288+ 5.94% |
$13.5K - $14.8K
|
5.13K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
286+ 1.22% |
$13.4K - $14.6K
|
23.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
282New |
$13.3K - $14.4K
|
282
$16.2K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
282+ 1.42% |
$13.3K - $14.4K
|
20.2K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
267New |
$12.5K - $13.7K
|
267
$15.3K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
266+ 7.17% |
$12.5K - $13.6K
|
3.97K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
263+ 0.23% |
$12.4K - $13.5K
|
115K
$6.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
263+ 75.79% |
$12.4K - $13.5K
|
610
$34.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
258+ 2.04% |
$12.1K - $13.2K
|
12.9K
$741K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
247+ 17.64% |
$11.6K - $12.7K
|
1.65K
$94.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
235New |
$11K - $12K
|
235
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
229+ 0.91% |
$10.8K - $11.7K
|
25.3K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
224+ 1.06% |
$10.5K - $11.5K
|
21.4K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
212+ 2.54% |
$9.96K - $10.9K
|
8.56K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
202+ 1.93% |
$9.49K - $10.3K
|
10.7K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
200New |
$9.4K - $10.2K
|
200
$11.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$9.4K - $10.2K
|
200
$11.5K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200New |
$9.4K - $10.2K
|
200
$11.5K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
200+ 3.06% |
$9.4K - $10.2K
|
6.73K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
196+ 2.75% |
$9.21K - $10K
|
7.31K
$419K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
189+ 1.18% |
$8.88K - $9.68K
|
16.2K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
181+ 1.4% |
$8.51K - $9.27K
|
13.1K
$752K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
179+ 1.91% |
$8.41K - $9.17K
|
9.55K
$547K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
174+ 12.68% |
$8.18K - $8.91K
|
1.55K
$88.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
169New |
$7.94K - $8.66K
|
169
$9.68K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
166+ 3.9% |
$7.8K - $8.5K
|
4.42K
$253K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
159New |
$7.47K - $8.14K
|
159
$9.11K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
153+ 2.21% |
$7.19K - $7.84K
|
7.07K
$405K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
150New |
$7.05K - $7.68K
|
150
$8.59K
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
BUY
|
- |
150+ 0.49% |
$7.05K - $7.68K
|
30.6K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
144+ 0.23% |
$6.77K - $7.38K
|
61.9K
$3.55M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
143+ 794.44% |
$6.72K - $7.32K
|
161
$9.22K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
134+ 0.9% |
$6.3K - $6.86K
|
15K
$861K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
128+ 224.56% |
$6.01K - $6.56K
|
185
$10.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
125+ 2.04% |
$5.87K - $6.4K
|
6.26K
$358K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
115+ 2.28% |
$5.4K - $5.89K
|
5.16K
$296K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
108New |
$5.07K - $5.53K
|
108
$6.19K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
103+ 0.53% |
$4.84K - $5.28K
|
19.6K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
101+ 1.26% |
$4.75K - $5.17K
|
8.09K
$463K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
100+ 1.02% |
$4.7K - $5.12K
|
9.86K
$565K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
97New |
$4.56K - $4.97K
|
97
$5.56K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
96+ 1.47% |
$4.51K - $4.92K
|
6.63K
$380K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
87+ 16.6% |
$4.09K - $4.46K
|
611
$35K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
87+ 16.02% |
$4.09K - $4.46K
|
630
$36.1K
|