Purchases and Sales Made in Q2 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-36- 5.08% |
$1.67K - $2.03K
|
673
$39.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-38- 0.28% |
$1.77K - $2.14K
|
13.7K
$795K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-38- 0.29% |
$1.77K - $2.14K
|
13.2K
$769K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-39- 26.0% |
$1.81K - $2.2K
|
111
$6.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-43- 0.54% |
$2K - $2.42K
|
7.94K
$462K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-45- 0.78% |
$2.09K - $2.54K
|
5.75K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-50- 0.82% |
$2.32K - $2.82K
|
6.08K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-50- 0.03% |
$2.32K - $2.82K
|
174K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-52- 0.29% |
$2.42K - $2.93K
|
18.2K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-52- 0.57% |
$2.42K - $2.93K
|
9.12K
$530K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-53- 0.05% |
$2.46K - $2.99K
|
109K
$6.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-60- 6.47% |
$2.79K - $3.38K
|
868
$50.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-61- 70.93% |
$2.83K - $3.44K
|
25
$1.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-65- 0.3% |
$3.02K - $3.66K
|
21.9K
$1.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 11.21% |
$3.07K - $3.72K
|
523
$30.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-76- 0.82% |
$3.53K - $4.28K
|
9.25K
$538K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-77- 1.81% |
$3.58K - $4.34K
|
4.19K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-84- 3.68% |
$3.9K - $4.74K
|
2.2K
$128K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-85- 0.92% |
$3.95K - $4.79K
|
9.14K
$531K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-86- 17.7% |
$4K - $4.85K
|
400
$23.3K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-88- 0.6% |
$4.09K - $4.96K
|
14.5K
$843K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-88- 1.91% |
$4.09K - $4.96K
|
4.52K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-91- 1.89% |
$4.23K - $5.13K
|
4.72K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-94- 1.03% |
$4.37K - $5.3K
|
9.02K
$524K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-95- 19.04% |
$4.41K - $5.36K
|
404
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-97- 0.66% |
$4.51K - $5.47K
|
14.5K
$846K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 1.54% |
$4.6K - $5.58K
|
6.32K
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 6.56% |
$4.65K - $5.64K
|
1.43K
$82.8K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-100- 90.09% |
$4.65K - $5.64K
|
11
$640
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-102- 0.63% |
$4.74K - $5.75K
|
16.2K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-102- 3.3% |
$4.74K - $5.75K
|
2.99K
$174K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-103- 0.22% |
$4.79K - $5.81K
|
46.1K
$2.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-103- 33.66% |
$4.79K - $5.81K
|
203
$11.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-104- 2.24% |
$4.83K - $5.86K
|
4.54K
$264K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-110- 1.4% |
$5.11K - $6.2K
|
7.74K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-113- 0.02% |
$5.25K - $6.37K
|
501K
$29.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-115- 2.4% |
$5.34K - $6.48K
|
4.69K
$272K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-120- 4.09% |
$5.58K - $6.77K
|
2.82K
$164K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-120- 1.33% |
$5.58K - $6.77K
|
8.88K
$516K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-121- 1.16% |
$5.62K - $6.82K
|
10.3K
$599K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-124- 0.64% |
$5.76K - $6.99K
|
19.2K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-126- 1.58% |
$5.86K - $7.1K
|
7.83K
$455K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-127- 1.22% |
$5.9K - $7.16K
|
10.3K
$598K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-132- 0.26% |
$6.13K - $7.44K
|
49.7K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-132- 0.94% |
$6.13K - $7.44K
|
13.9K
$806K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-139- 3.14% |
$6.46K - $7.84K
|
4.29K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-140- 0.34% |
$6.51K - $7.89K
|
41K
$2.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-141- 1.74% |
$6.55K - $7.95K
|
7.95K
$462K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-151- 1.7% |
$7.02K - $8.51K
|
8.74K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-152- 0.14% |
$7.06K - $8.57K
|
106K
$6.17M
|