Purchases and Sales Made in Q1 2025 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q1 2025. 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 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$766 - $844
|
14
$859
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
14+ 0.14% |
$766 - $844
|
9.89K
$607K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13+ 0.27% |
$711 - $784
|
4.89K
$300K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
13+ 0.09% |
$711 - $784
|
14.1K
$868K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
12+ 0.19% |
$657 - $723
|
6.26K
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12+ 6.52% |
$657 - $723
|
196
$12K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11New |
$602 - $663
|
11
$675
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10New |
$547 - $603
|
10
$614
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10+ 0.22% |
$547 - $603
|
4.53K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.07% |
$547 - $603
|
13.7K
$843K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9New |
$492 - $543
|
9
$552
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9+ 0.13% |
$492 - $543
|
6.83K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.16% |
$328 - $362
|
3.86K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.04% |
$328 - $362
|
13.8K
$846K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6+ 0.17% |
$328 - $362
|
3.54K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.53% |
$274 - $301
|
950
$58.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.31% |
$274 - $301
|
1.63K
$100K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 0.79% |
$219 - $241
|
513
$31.5K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$219 - $241
|
4.65K
$285K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 1.39% |
$164 - $181
|
219
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.51% |
$164 - $181
|
597
$36.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.9% |
$164 - $181
|
337
$20.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.45% |
$164 - $181
|
676
$41.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$164 - $181
|
6.23K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$109 - $121
|
4.96K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.72% |
$109 - $121
|
278
$17.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
2+ 0.05% |
$109 - $121
|
4.21K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.68% |
$109 - $121
|
297
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
2+ 0.26% |
$109 - $121
|
768
$47.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.16% |
$54.7 - $60.3
|
635
$39K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$54.7 - $60.3
|
1.23K
$75.3K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.01% |
$54.7 - $60.3
|
14.4K
$883K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.64% |
$54.7 - $60.3
|
158
$9.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.03% |
$54.7 - $60.3
|
3.59K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.0% |
$54.7 - $60.3
|
43.4K
$2.66M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$54.7 - $60.3
|
13.1K
$803K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.0% |
$54.7 - $60.3
|
40.9K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.96% |
$54.7 - $60.3
|
52
$3.19K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1- 0.01% |
$54.7 - $60.3
|
15.6K
$959K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-1- 0.01% |
$54.7 - $60.3
|
7.02K
$431K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 0.07% |
$54.7 - $60.3
|
1.52K
$93K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1- 0.02% |
$54.7 - $60.3
|
5.73K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 1.74% |
$164 - $181
|
169
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 2.73% |
$164 - $181
|
107
$6.57K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-4- 0.02% |
$219 - $241
|
26.2K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.33% |
$219 - $241
|
1.2K
$73.5K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-7- 0.99% |
$383 - $422
|
700
$43K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 47.06% |
$438 - $482
|
9
$552
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-8- -0.0% |
$438 - $482
|
167K
$10.2M
|