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 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-913- 12.92% |
$50K - $55K
|
6.16K
$378K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-929- 5.01% |
$50.8K - $56K
|
17.6K
$1.08M
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-930- 5.09% |
$50.9K - $56.1K
|
17.3K
$1.06M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-956- 3.63% |
$52.3K - $57.6K
|
25.4K
$1.56M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-983- 11.68% |
$53.8K - $59.3K
|
7.43K
$456K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-986- 1.99% |
$54K - $59.4K
|
48.5K
$2.97M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1K- 62.5% |
$54.7K - $60.3K
|
600
$36.8K
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1K- 2.25% |
$54.7K - $60.3K
|
43.5K
$2.67M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1K- 6.7% |
$54.7K - $60.3K
|
13.9K
$855K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.01K- 18.3% |
$55.4K - $61.1K
|
4.52K
$278K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 16.6% |
$56.2K - $61.9K
|
5.16K
$317K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.04K- 11.56% |
$56.6K - $62.4K
|
7.92K
$486K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 13.17% |
$57.3K - $63.2K
|
6.91K
$424K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.06K- 1.24% |
$58K - $63.9K
|
84.5K
$5.18M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 2.81% |
$59.3K - $65.4K
|
37.5K
$2.3M
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.1K- 3.2% |
$60.2K - $66.3K
|
33.3K
$2.04M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.11K- 2.62% |
$60.6K - $66.8K
|
41.1K
$2.52M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.12K- 41.04% |
$61.3K - $67.5K
|
1.61K
$98.7K
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.13K- 5.32% |
$61.9K - $68.2K
|
20.1K
$1.24M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.15K- 2.55% |
$63.1K - $69.5K
|
44.1K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 7.22% |
$63.4K - $69.9K
|
14.9K
$914K
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.18K- 2.27% |
$64.6K - $71.1K
|
50.8K
$3.12M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.19K- 1.99% |
$64.8K - $71.4K
|
58.5K
$3.59M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 5.44% |
$65.5K - $72.2K
|
20.8K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 0.42% |
$65.6K - $72.3K
|
285K
$17.5M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.26K- 17.25% |
$68.7K - $75.7K
|
6.02K
$369K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.26K- 2.33% |
$69.1K - $76.1K
|
52.8K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 1.64% |
$70.3K - $77.4K
|
76.8K
$4.71M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 17.24% |
$72.4K - $79.8K
|
6.35K
$390K
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.34K- 1.73% |
$73.5K - $81K
|
76.2K
$4.68M
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.38K- 0.53% |
$75.7K - $83.4K
|
260K
$16M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.47K- 5.5% |
$80.2K - $88.3K
|
25.2K
$1.54M
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.48K- 4.73% |
$80.9K - $89.2K
|
29.8K
$1.83M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.48K- 6.48% |
$81K - $89.3K
|
21.4K
$1.31M
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-1.53K- 2.75% |
$83.9K - $92.4K
|
54.2K
$3.33M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.54K- 1.41% |
$84.4K - $93K
|
108K
$6.61M
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-1.56K- 1.7% |
$85.4K - $94.1K
|
90.4K
$5.55M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56K- 7.89% |
$85.6K - $94.3K
|
18.3K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.59K- 3.26% |
$86.8K - $95.6K
|
47.1K
$2.89M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.61K- 8.03% |
$88K - $97K
|
18.4K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.62K- 2.4% |
$88.5K - $97.5K
|
65.8K
$4.04M
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-1.64K- 12.38% |
$89.7K - $98.9K
|
11.6K
$712K
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 18.9% |
$92K - $101K
|
7.22K
$443K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.7K- 3.76% |
$92.8K - $102K
|
43.4K
$2.66M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.7K- 3.35% |
$93K - $102K
|
49K
$3M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.73K- 1.88% |
$94.7K - $104K
|
90.2K
$5.53M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.76K- 2.73% |
$96.3K - $106K
|
62.7K
$3.85M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.8K- 6.06% |
$98.6K - $109K
|
27.9K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 5.32% |
$99.4K - $109K
|
32.3K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.83K- 1.36% |
$100K - $110K
|
133K
$8.15M
|