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 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-502- 9.26% |
$27.5K - $30.3K
|
4.92K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-525- 8.57% |
$28.7K - $31.7K
|
5.6K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-527- 1.27% |
$28.8K - $31.8K
|
41.1K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-533- 6.58% |
$29.2K - $32.1K
|
7.57K
$465K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-534- 9.9% |
$29.2K - $32.2K
|
4.86K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-542- 8.2% |
$29.7K - $32.7K
|
6.07K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-550- 0.49% |
$30.1K - $33.2K
|
112K
$6.87M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-557- 0.51% |
$30.5K - $33.6K
|
109K
$6.71M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-557- 14.19% |
$30.5K - $33.6K
|
3.37K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-563- 11.17% |
$30.8K - $33.9K
|
4.48K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-564- 4.02% |
$30.9K - $34K
|
13.5K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-568- 3.03% |
$31.1K - $34.2K
|
18.2K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-572- 6.38% |
$31.3K - $34.5K
|
8.4K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-573- 99.65% |
$31.4K - $34.5K
|
2
$123
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-577- 3.39% |
$31.6K - $34.8K
|
16.4K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-593- 14.22% |
$32.4K - $35.8K
|
3.58K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-594- 4.28% |
$32.5K - $35.8K
|
13.3K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-600- 0.55% |
$32.8K - $36.2K
|
109K
$6.66M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-610- 21.67% |
$33.4K - $36.8K
|
2.21K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-616- 14.8% |
$33.7K - $37.1K
|
3.55K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-617- 6.68% |
$33.8K - $37.2K
|
8.62K
$529K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-622- 8.79% |
$34K - $37.5K
|
6.45K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-639- 56.1% |
$35K - $38.5K
|
500
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-641- 1.27% |
$35.1K - $38.6K
|
50K
$3.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-650- 1.89% |
$35.6K - $39.2K
|
33.8K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-652- 5.43% |
$35.7K - $39.3K
|
11.3K
$696K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-652- 11.74% |
$35.7K - $39.3K
|
4.9K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-661- 6.93% |
$36.2K - $39.9K
|
8.88K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-662- 1.27% |
$36.2K - $39.9K
|
51.4K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-685- 2.82% |
$37.5K - $41.3K
|
23.6K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-695- 16.47% |
$38K - $41.9K
|
3.53K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-700- 11.78% |
$38.3K - $42.2K
|
5.24K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-702- 2.56% |
$38.4K - $42.3K
|
26.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-718- 8.52% |
$39.3K - $43.3K
|
7.71K
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-728- 1.53% |
$39.8K - $43.9K
|
46.9K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-732- 1.87% |
$40.1K - $44.1K
|
38.3K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-755- 7.41% |
$41.3K - $45.5K
|
9.44K
$579K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-755- 1.49% |
$41.3K - $45.5K
|
49.9K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-791- 5.11% |
$43.3K - $47.7K
|
14.7K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-805- 3.55% |
$44K - $48.5K
|
21.8K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-814- 3.93% |
$44.5K - $49.1K
|
19.9K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-815- 1.72% |
$44.6K - $49.1K
|
46.6K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-836- 6.65% |
$45.7K - $50.4K
|
11.7K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-865- 20.57% |
$47.3K - $52.2K
|
3.34K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-876- 8.44% |
$47.9K - $52.8K
|
9.51K
$584K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-879- 1.55% |
$48.1K - $53K
|
56K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-880- 13.38% |
$48.2K - $53.1K
|
5.7K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-897- 99.67% |
$49.1K - $54.1K
|
3
$184
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-905- 2.21% |
$49.5K - $54.6K
|
40.1K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-906- 1.11% |
$49.6K - $54.6K
|
80.9K
$4.97M
|