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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 22.86% |
$438 - $482
|
27
$1.66K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-9- 0.24% |
$492 - $543
|
3.76K
$231K
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-10- 0.22% |
$547 - $603
|
4.54K
$278K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-10- 0.18% |
$547 - $603
|
5.64K
$346K
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-12- 0.03% |
$657 - $723
|
36.7K
$2.25M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-15- 0.15% |
$821 - $904
|
10.2K
$624K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.86% |
$821 - $904
|
1.72K
$106K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18- 2.28% |
$985 - $1.09K
|
773
$47.4K
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-19- 0.27% |
$1.04K - $1.15K
|
7.12K
$437K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-21- 95.45% |
$1.15K - $1.27K
|
1
$61.4
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-22- 0.12% |
$1.2K - $1.33K
|
18K
$1.1M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 16.06% |
$1.2K - $1.33K
|
115
$7.06K
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.12% |
$1.37K - $1.51K
|
21.5K
$1.32M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-27- 0.73% |
$1.48K - $1.63K
|
3.67K
$225K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-29- 0.79% |
$1.59K - $1.75K
|
3.66K
$224K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-29- 0.22% |
$1.59K - $1.75K
|
13.3K
$815K
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-30- 0.06% |
$1.64K - $1.81K
|
49.1K
$3.02M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30- 0.57% |
$1.64K - $1.81K
|
5.19K
$319K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-31- 0.85% |
$1.7K - $1.87K
|
3.61K
$221K
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-35- 2.06% |
$1.92K - $2.11K
|
1.67K
$102K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-40- 0.68% |
$2.19K - $2.41K
|
5.82K
$357K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-44- 0.99% |
$2.41K - $2.65K
|
4.42K
$271K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-46- 0.14% |
$2.52K - $2.77K
|
32.8K
$2.01M
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-49- 9.39% |
$2.68K - $2.95K
|
473
$29K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-49- 0.91% |
$2.68K - $2.95K
|
5.32K
$327K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-50- 0.5% |
$2.74K - $3.01K
|
9.91K
$608K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-50- 1.03% |
$2.74K - $3.01K
|
4.78K
$294K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-51Closed |
$2.79K - $3.07K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-51- 0.48% |
$2.79K - $3.07K
|
10.7K
$654K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-52- 5.49% |
$2.85K - $3.14K
|
896
$55K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-52- 3.9% |
$2.85K - $3.14K
|
1.28K
$78.6K
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-55- 0.12% |
$3.01K - $3.32K
|
45.2K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-55- 1.41% |
$3.01K - $3.32K
|
3.84K
$235K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-56- 0.14% |
$3.06K - $3.38K
|
39.8K
$2.44M
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-60- 0.66% |
$3.28K - $3.62K
|
8.97K
$550K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-63- 1.05% |
$3.45K - $3.8K
|
5.91K
$363K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-65- 15.33% |
$3.56K - $3.92K
|
359
$22K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-66- 0.89% |
$3.61K - $3.98K
|
7.32K
$449K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-67- 3.32% |
$3.67K - $4.04K
|
1.95K
$120K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-67- 3.71% |
$3.67K - $4.04K
|
1.74K
$107K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-68- 0.84% |
$3.72K - $4.1K
|
8.06K
$495K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-68- 1.47% |
$3.72K - $4.1K
|
4.55K
$279K
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-74- 0.17% |
$4.05K - $4.46K
|
42.6K
$2.61M
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-75- 1.57% |
$4.1K - $4.52K
|
4.71K
$289K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-77- 0.41% |
$4.21K - $4.64K
|
18.8K
$1.15M
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-77- 0.87% |
$4.21K - $4.64K
|
8.75K
$537K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-77- 1.15% |
$4.21K - $4.64K
|
6.61K
$406K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-83- 1.43% |
$4.54K - $5K
|
5.71K
$350K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-83- 0.71% |
$4.54K - $5K
|
11.6K
$715K
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84- 3.83% |
$4.6K - $5.06K
|
2.11K
$130K
|