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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
470+ 2.85% |
$25.7K - $28.3K
|
17K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
455+ 2.64% |
$24.9K - $27.4K
|
17.7K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
450+ 10.5% |
$24.6K - $27.1K
|
4.74K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
446+ 0.03% |
$24.4K - $26.9K
|
1.31M
$80.4M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
437+ 0.44% |
$23.9K - $26.3K
|
99.4K
$6.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
430+ 11.35% |
$23.5K - $25.9K
|
4.22K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
419+ 0.74% |
$22.9K - $25.3K
|
57K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
418+ 209.0% |
$22.9K - $25.2K
|
618
$37.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
395+ 0.61% |
$21.6K - $23.8K
|
65.3K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
389+ 3.29% |
$21.3K - $23.5K
|
12.2K
$750K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
386+ 0.47% |
$21.1K - $23.3K
|
82.5K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
383+ 1.04% |
$21K - $23.1K
|
37.1K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
381+ 0.9% |
$20.8K - $23K
|
42.8K
$2.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
365+ 1.36% |
$20K - $22K
|
27.2K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
365New |
$20K - $22K
|
365
$22.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
364+ 5.05% |
$19.9K - $21.9K
|
7.58K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
359+ 1.87% |
$19.6K - $21.6K
|
19.6K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
353+ 7.71% |
$19.3K - $21.3K
|
4.93K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
350+ 42.42% |
$19.2K - $21.1K
|
1.18K
$72.1K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
350+ 4.37% |
$19.2K - $21.1K
|
8.37K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
349+ 4.63% |
$19.1K - $21K
|
7.89K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
340+ 2.4% |
$18.6K - $20.5K
|
14.5K
$890K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
340New |
$18.6K - $20.5K
|
340
$20.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
335+ 3.32% |
$18.3K - $20.2K
|
10.4K
$639K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
329+ 1.54% |
$18K - $19.8K
|
21.8K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
328+ 0.52% |
$17.9K - $19.8K
|
63.5K
$3.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328+ 4.83% |
$17.9K - $19.8K
|
7.11K
$437K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
321+ 12.87% |
$17.6K - $19.4K
|
2.82K
$173K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
320+ 6.53% |
$17.5K - $19.3K
|
5.22K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
319+ 4.05% |
$17.5K - $19.2K
|
8.19K
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
317+ 5.84% |
$17.3K - $19.1K
|
5.75K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
312+ 1.96% |
$17.1K - $18.8K
|
16.3K
$998K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
300New |
$16.4K - $18.1K
|
300
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
300+ 2.64% |
$16.4K - $18.1K
|
11.7K
$716K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
300New |
$16.4K - $18.1K
|
300
$18.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
298New |
$16.3K - $18K
|
298
$18.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
293New |
$16K - $17.7K
|
293
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
292+ 7.85% |
$16K - $17.6K
|
4.01K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
287+ 2.88% |
$15.7K - $17.3K
|
10.2K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
286+ 8.39% |
$15.6K - $17.2K
|
3.69K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
283+ 0.18% |
$15.5K - $17.1K
|
161K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
279+ 0.18% |
$15.3K - $16.8K
|
151K
$9.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
273+ 9.2% |
$14.9K - $16.5K
|
3.24K
$199K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
266+ 1.41% |
$14.6K - $16K
|
19.1K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
257+ 0.78% |
$14.1K - $15.5K
|
33.3K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
255+ 1.54% |
$14K - $15.4K
|
16.8K
$1.03M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
251New |
$13.7K - $15.1K
|
251
$15.4K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
251+ 2.73% |
$13.7K - $15.1K
|
9.45K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
248+ 2.73% |
$13.6K - $15K
|
9.32K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
245+ 6.73% |
$13.4K - $14.8K
|
3.89K
$239K
|