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 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
913+ 4.28% |
$50K - $55K
|
22.3K
$1.37M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
902+ 10.34% |
$49.4K - $54.4K
|
9.62K
$591K
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
899+ 1.88% |
$49.2K - $54.2K
|
48.7K
$2.99M
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
892+ 3.06% |
$48.8K - $53.8K
|
30.1K
$1.84M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
880+ 3.27% |
$48.2K - $53.1K
|
27.8K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
868+ 11.32% |
$47.5K - $52.3K
|
8.54K
$524K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
849+ 1.32% |
$46.5K - $51.2K
|
65.3K
$4.01M
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
822+ 5.05% |
$45K - $49.6K
|
17.1K
$1.05M
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
776+ 13.64% |
$42.5K - $46.8K
|
6.47K
$397K
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
774+ 0.72% |
$42.4K - $46.7K
|
108K
$6.62M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
768+ 10.97% |
$42K - $46.3K
|
7.77K
$477K
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
766+ 1.4% |
$41.9K - $46.2K
|
55.6K
$3.41M
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
756+ 4.66% |
$41.4K - $45.6K
|
17K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
753+ 7.15% |
$41.2K - $45.4K
|
11.3K
$693K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
752+ 7.18% |
$41.1K - $45.3K
|
11.2K
$689K
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
745+ 8.34% |
$40.8K - $44.9K
|
9.68K
$594K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
734+ 5.38% |
$40.2K - $44.3K
|
14.4K
$883K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
731+ 0.84% |
$40K - $44.1K
|
87.7K
$5.38M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
728+ 1.87% |
$39.8K - $43.9K
|
39.6K
$2.43M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
722+ 2.08% |
$39.5K - $43.5K
|
35.5K
$2.18M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
699New |
$38.2K - $42.1K
|
699
$42.9K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
691+ 4.95% |
$37.8K - $41.7K
|
14.6K
$898K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
690+ 5.46% |
$37.8K - $41.6K
|
13.3K
$818K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
688+ 1.78% |
$37.6K - $41.5K
|
39.3K
$2.41M
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
682+ 5.88% |
$37.3K - $41.1K
|
12.3K
$754K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
682+ 5.46% |
$37.3K - $41.1K
|
13.2K
$808K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
675+ 20.47% |
$36.9K - $40.7K
|
3.97K
$244K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
673+ 12.05% |
$36.8K - $40.6K
|
6.26K
$384K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
665+ 34.6% |
$36.4K - $40.1K
|
2.59K
$159K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
640+ 3.19% |
$35K - $38.6K
|
20.7K
$1.27M
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
635+ 2.29% |
$34.7K - $38.3K
|
28.3K
$1.74M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
628+ 7.06% |
$34.4K - $37.9K
|
9.52K
$584K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
617+ 1.36% |
$33.8K - $37.2K
|
46K
$2.82M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
606+ 3.19% |
$33.2K - $36.5K
|
19.6K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
575+ 56.32% |
$31.5K - $34.7K
|
1.6K
$97.9K
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
569+ 10.13% |
$31.1K - $34.3K
|
6.18K
$380K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
560+ 4.88% |
$30.6K - $33.8K
|
12K
$739K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
553+ 3.57% |
$30.3K - $33.3K
|
16.1K
$986K
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
553New |
$30.3K - $33.3K
|
553
$33.9K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
547+ 3.95% |
$29.9K - $33K
|
14.4K
$883K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
532+ 11.81% |
$29.1K - $32.1K
|
5.04K
$309K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
517+ 1.45% |
$28.3K - $31.2K
|
36.1K
$2.22M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
517+ 4.25% |
$28.3K - $31.2K
|
12.7K
$779K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
514+ 12.06% |
$28.1K - $31K
|
4.78K
$293K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
512+ 10.36% |
$28K - $30.9K
|
5.45K
$335K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
505New |
$27.6K - $30.4K
|
505
$31K
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
505+ 3.14% |
$27.6K - $30.4K
|
16.6K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
500New |
$27.4K - $30.1K
|
500
$30.7K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
495+ 4.09% |
$27.1K - $29.8K
|
12.6K
$774K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
489+ 1.94% |
$26.8K - $29.5K
|
25.7K
$1.58M
|