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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
301+ 1.48% |
$14K - $17K
|
20.6K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.4% |
$14K - $17K
|
21.8K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
290+ 7.16% |
$13.5K - $16.4K
|
4.34K
$248K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
276+ 5.75% |
$12.8K - $15.6K
|
5.08K
$290K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
276+ 332.53% |
$12.8K - $15.6K
|
359
$20.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
268+ 0.99% |
$12.5K - $15.1K
|
27.3K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
264+ 7.62% |
$12.3K - $14.9K
|
3.73K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
264+ 6.22% |
$12.3K - $14.9K
|
4.51K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
253+ 2.23% |
$11.8K - $14.3K
|
11.6K
$663K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
250+ 3.55% |
$11.6K - $14.1K
|
7.29K
$417K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
239+ 1.76% |
$11.1K - $13.5K
|
13.8K
$789K
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
230+ 0.92% |
$10.7K - $13K
|
25.3K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
227+ 3.97% |
$10.5K - $12.8K
|
5.95K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
227+ 2.61% |
$10.5K - $12.8K
|
8.94K
$511K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
227New |
$10.5K - $12.8K
|
227
$13K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
225+ 0.74% |
$10.5K - $12.7K
|
30.6K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
222+ 3.07% |
$10.3K - $12.5K
|
7.46K
$426K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
217+ 54.25% |
$10.1K - $12.2K
|
617
$35.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
209+ 2.25% |
$9.71K - $11.8K
|
9.49K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
207+ 0.82% |
$9.62K - $11.7K
|
25.5K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
206New |
$9.57K - $11.6K
|
206
$11.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
200+ 3.99% |
$9.29K - $11.3K
|
5.21K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200New |
$9.29K - $11.3K
|
200
$11.4K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
198+ 3.55% |
$9.2K - $11.2K
|
5.77K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
192+ 6.96% |
$8.92K - $10.8K
|
2.95K
$169K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
185+ 4.66% |
$8.6K - $10.4K
|
4.16K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
182+ 2.46% |
$8.46K - $10.3K
|
7.58K
$433K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
182New |
$8.46K - $10.3K
|
182
$10.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
179+ 1.21% |
$8.32K - $10.1K
|
15K
$858K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
177+ 0.9% |
$8.23K - $9.98K
|
19.9K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 17.31% |
$8.13K - $9.87K
|
1.19K
$67.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
175+ 2.58% |
$8.13K - $9.87K
|
6.95K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
174+ 2.69% |
$8.09K - $9.81K
|
6.65K
$380K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
170+ 0.54% |
$7.9K - $9.58K
|
31.4K
$1.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
170+ 2.21% |
$7.9K - $9.58K
|
7.85K
$449K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
167+ 4.15% |
$7.76K - $9.42K
|
4.19K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
157+ 25.74% |
$7.3K - $8.85K
|
767
$43.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 3.14% |
$6.97K - $8.46K
|
4.93K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
149+ 3.72% |
$6.92K - $8.4K
|
4.15K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
145New |
$6.74K - $8.18K
|
145
$8.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
143+ 2.56% |
$6.65K - $8.06K
|
5.73K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
142New |
$6.6K - $8.01K
|
142
$8.12K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
141New |
$6.55K - $7.95K
|
141
$8.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
139+ 2.17% |
$6.46K - $7.84K
|
6.54K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
137+ 0.07% |
$6.37K - $7.72K
|
185K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
132+ 1.23% |
$6.13K - $7.44K
|
10.9K
$623K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
120+ 2.14% |
$5.58K - $6.77K
|
5.74K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
103+ 38.01% |
$4.79K - $5.81K
|
374
$21.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
100+ 0.42% |
$4.65K - $5.64K
|
24K
$1.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 94.34% |
$4.65K - $5.64K
|
206
$11.8K
|