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 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.65K+ 41.4% |
$90.3K - $99.5K
|
5.64K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.62K+ 21.53% |
$88.6K - $97.6K
|
9.14K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.61K+ 17.28% |
$88K - $97K
|
10.9K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.59K+ 4.75% |
$86.8K - $95.7K
|
35K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.53K+ 4.03% |
$83.7K - $92.2K
|
39.5K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
1.53K+ 2.33% |
$83.6K - $92.1K
|
67.1K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 8.67% |
$83.5K - $92K
|
19.1K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.52K+ 8.58% |
$83.2K - $91.7K
|
19.2K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.5KNew |
$82.1K - $90.4K
|
1.5K
$92.1K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.39K+ 6.99% |
$76.3K - $84K
|
21.3K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.36K+ 222.51% |
$74.6K - $82.2K
|
1.98K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.36K+ 68.86% |
$74.4K - $82K
|
3.34K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 21.9% |
$74K - $81.6K
|
7.53K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.35K+ 6.12% |
$73.9K - $81.4K
|
23.4K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.35K+ 120.36% |
$73.8K - $81.3K
|
2.47K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.34KNew |
$73.5K - $81K
|
1.34K
$82.5K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.34K+ 25.97% |
$73.2K - $80.7K
|
6.49K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 11.75% |
$72.8K - $80.2K
|
12.6K
$776K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.32K+ 18.4% |
$72.4K - $79.8K
|
8.51K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.3K+ 13.02% |
$71.4K - $78.6K
|
11.3K
$695K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.29K+ 34.91% |
$70.4K - $77.6K
|
4.97K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.29K+ 8.17% |
$70.4K - $77.5K
|
17K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25K+ 205.25% |
$68.4K - $75.4K
|
1.86K
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.25K+ 2.26% |
$68.2K - $75.2K
|
56.4K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.24K+ 2.59% |
$67.6K - $74.5K
|
49K
$3.01M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 9.34% |
$67.4K - $74.2K
|
14.4K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 1.57% |
$67.1K - $74K
|
79.5K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 18.34% |
$67K - $73.9K
|
7.91K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 21.83% |
$66.3K - $73.1K
|
6.76K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.17K+ 11.63% |
$64.2K - $70.7K
|
11.3K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17K+ 278.52% |
$63.9K - $70.4K
|
1.59K
$97.3K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 28.08% |
$63.7K - $70.2K
|
5.31K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.13K+ 1.86% |
$62.1K - $68.4K
|
62.2K
$3.82M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.12K+ 28.14% |
$61.5K - $67.8K
|
5.12K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 0.85% |
$60K - $66.1K
|
130K
$7.98M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 2.67% |
$59.9K - $66K
|
42.2K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.07K+ 1.44% |
$58.7K - $64.6K
|
75.6K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.07K+ 19.6% |
$58.7K - $64.6K
|
6.54K
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.06KNew |
$57.8K - $63.7K
|
1.06K
$64.8K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.05K+ 1.35% |
$57.6K - $63.5K
|
78.8K
$4.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.03K+ 1.59% |
$56.5K - $62.2K
|
65.8K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.02K+ 1.46% |
$55.9K - $61.6K
|
71.1K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
1.02K+ 6.45% |
$55.5K - $61.2K
|
16.8K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.01K+ 8.55% |
$55.3K - $61K
|
12.8K
$788K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 24.0% |
$55.3K - $60.9K
|
5.22K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.01K+ 9.75% |
$55.2K - $60.8K
|
11.3K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
1.01K+ 15.92% |
$55K - $60.6K
|
7.32K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1K+ 32.4% |
$54.9K - $60.5K
|
4.1K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
976+ 1.56% |
$53.4K - $58.8K
|
63.4K
$3.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
955+ 0.66% |
$52.3K - $57.6K
|
145K
$8.93M
|