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 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
6.22K+ 70.6% |
$340K - $375K
|
15K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.13K+ 53.54% |
$336K - $370K
|
17.6K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.07K+ 67.89% |
$332K - $366K
|
15K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
6.03K+ 8.48% |
$330K - $364K
|
77.2K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.87K+ 69.72% |
$321K - $354K
|
14.3K
$876K
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
5.86K+ 0.91% |
$321K - $353K
|
652K
$40M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
5.5KNew |
$301K - $332K
|
5.5K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.45K+ 121.57% |
$298K - $329K
|
9.94K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.43K+ 20.76% |
$297K - $327K
|
31.6K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5.14K+ 6.49% |
$281K - $310K
|
84.3K
$5.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.13KNew |
$281K - $310K
|
5.13K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
5.05K+ 56.71% |
$276K - $305K
|
14K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
5KNew |
$274K - $301K
|
5K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.98K+ 1105.78% |
$272K - $300K
|
5.43K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.93K+ 42.08% |
$270K - $297K
|
16.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.85K+ 9.22% |
$266K - $293K
|
57.5K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.82K+ 13.82% |
$264K - $291K
|
39.7K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.8KNew |
$263K - $290K
|
4.8K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.62KNew |
$253K - $279K
|
4.62K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.49K+ 60.04% |
$246K - $271K
|
12K
$734K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.47K+ 18.41% |
$245K - $269K
|
28.7K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.44K+ 25.19% |
$243K - $268K
|
22.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.44KNew |
$243K - $268K
|
4.44K
$272K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.42K+ 37.28% |
$242K - $266K
|
16.3K
$998K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
4.4KNew |
$241K - $265K
|
4.4K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.25KNew |
$233K - $256K
|
4.25K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.25KNew |
$233K - $256K
|
4.25K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.17K+ 30.82% |
$228K - $252K
|
17.7K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.16K+ 29.36% |
$227K - $251K
|
18.3K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.13K+ 164.57% |
$226K - $249K
|
6.64K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.02KNew |
$220K - $243K
|
4.02K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4KNew |
$219K - $241K
|
4K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$214K - $236K
|
3.91K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.89KNew |
$213K - $235K
|
3.89K
$239K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.87K+ 20.72% |
$211K - $233K
|
22.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.86KNew |
$211K - $233K
|
3.86K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.78K+ 2.66% |
$207K - $228K
|
146K
$8.95M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.73K+ 29.56% |
$204K - $225K
|
16.3K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.71KNew |
$203K - $223K
|
3.71K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
3.69K+ 31.65% |
$202K - $222K
|
15.3K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.66KNew |
$200K - $220K
|
3.66K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.65K+ 25.2% |
$200K - $220K
|
18.1K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.65KNew |
$200K - $220K
|
3.65K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.54KNew |
$193K - $213K
|
3.54K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$192K - $212K
|
3.51K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.5KNew |
$192K - $211K
|
3.5K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.47K+ 0.74% |
$190K - $209K
|
471K
$28.9M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.46KNew |
$189K - $209K
|
3.46K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.45KNew |
$189K - $208K
|
3.45K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.38KNew |
$185K - $204K
|
3.38K
$207K
|