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 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
243+ 0.47% |
$13.3K - $14.7K
|
52.5K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
235New |
$12.9K - $14.2K
|
235
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
225New |
$12.3K - $13.6K
|
225
$13.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
218+ 0.55% |
$11.9K - $13.1K
|
39.8K
$2.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
211+ 2.68% |
$11.5K - $12.7K
|
8.07K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206+ 0.26% |
$11.3K - $12.4K
|
81K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
202+ 0.78% |
$11.1K - $12.2K
|
26.1K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
199+ 115.03% |
$10.9K - $12K
|
372
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
198+ 3.79% |
$10.8K - $11.9K
|
5.42K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195+ 0.99% |
$10.7K - $11.8K
|
19.9K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
194+ 3.44% |
$10.6K - $11.7K
|
5.84K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
190New |
$10.4K - $11.5K
|
190
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
190New |
$10.4K - $11.5K
|
190
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
184+ 0.84% |
$10.1K - $11.1K
|
22K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
181+ 0.51% |
$9.9K - $10.9K
|
35.7K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
176+ 0.44% |
$9.63K - $10.6K
|
40K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
172+ 0.81% |
$9.41K - $10.4K
|
21.5K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
170+ 124.09% |
$9.3K - $10.2K
|
307
$18.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
168+ 1.04% |
$9.19K - $10.1K
|
16.2K
$997K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
165+ 0.98% |
$9.03K - $9.95K
|
17K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
159+ 1.4% |
$8.7K - $9.59K
|
11.5K
$706K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
156New |
$8.54K - $9.41K
|
156
$9.57K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
155+ 3.45% |
$8.48K - $9.34K
|
4.65K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
155+ 121.09% |
$8.48K - $9.34K
|
283
$17.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
148+ 1.29% |
$8.1K - $8.92K
|
11.6K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
146+ 0.73% |
$7.99K - $8.8K
|
20.1K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
145+ 66.82% |
$7.93K - $8.74K
|
362
$22.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
141+ 0.88% |
$7.72K - $8.5K
|
16.2K
$997K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
138+ 81.18% |
$7.55K - $8.32K
|
308
$18.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
135+ 2.55% |
$7.39K - $8.14K
|
5.44K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
126+ 2.11% |
$6.89K - $7.6K
|
6.1K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
124+ 0.77% |
$6.79K - $7.48K
|
16.3K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
120+ 1.98% |
$6.57K - $7.23K
|
6.18K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
119+ 1.3% |
$6.51K - $7.17K
|
9.24K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
119+ 1.5% |
$6.51K - $7.17K
|
8.04K
$493K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
117New |
$6.4K - $7.05K
|
117
$7.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
113+ 3.19% |
$6.18K - $6.81K
|
3.66K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
108+ 1.54% |
$5.91K - $6.51K
|
7.14K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 97.3% |
$5.91K - $6.51K
|
219
$13.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
106+ 0.23% |
$5.8K - $6.39K
|
45.2K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
105+ 1.8% |
$5.75K - $6.33K
|
5.95K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
104+ 260.0% |
$5.69K - $6.27K
|
144
$8.84K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
103+ 2.3% |
$5.64K - $6.21K
|
4.59K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
102New |
$5.58K - $6.15K
|
102
$6.26K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 2.18% |
$5.47K - $6.03K
|
4.69K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
99+ 1.9% |
$5.42K - $5.97K
|
5.32K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
97+ 0.14% |
$5.31K - $5.85K
|
71K
$4.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
91New |
$4.98K - $5.49K
|
91
$5.58K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
91+ 1.97% |
$4.98K - $5.49K
|
4.72K
$290K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
87New |
$4.76K - $5.25K
|
87
$5.34K
|