Purchases and Sales Made in Q3 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-836- 2.04% |
$45.7K - $54.8K
|
40.2K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-837- 8.75% |
$45.8K - $54.9K
|
8.73K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-840- 15.41% |
$45.9K - $55.1K
|
4.61K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-860- 4.46% |
$47K - $56.4K
|
18.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-867- 6.85% |
$47.4K - $56.9K
|
11.8K
$688K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-868- 1.78% |
$47.5K - $56.9K
|
47.8K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-887- 4.02% |
$48.5K - $58.2K
|
21.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-895- 12.56% |
$49K - $58.7K
|
6.23K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-901- 17.48% |
$49.3K - $59.1K
|
4.25K
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-908- 6.5% |
$49.7K - $59.6K
|
13.1K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-918- 6.37% |
$50.2K - $60.2K
|
13.5K
$787K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-920- 3.14% |
$50.3K - $60.3K
|
28.4K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-922- 3.37% |
$50.4K - $60.5K
|
26.4K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-925- 10.15% |
$50.6K - $60.7K
|
8.19K
$477K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-943- 0.88% |
$51.6K - $61.9K
|
106K
$6.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-955- 0.5% |
$52.2K - $62.6K
|
192K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-956- 0.59% |
$52.3K - $62.7K
|
161K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-970- 10.1% |
$53.1K - $63.6K
|
8.63K
$503K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-971- 13.15% |
$53.1K - $63.7K
|
6.41K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-975- 11.62% |
$53.3K - $64K
|
7.42K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-980- 1.72% |
$53.6K - $64.3K
|
56.1K
$3.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-999- 10.06% |
$54.6K - $65.5K
|
8.94K
$521K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1K- 18.03% |
$54.7K - $65.6K
|
4.55K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1K- 1.73% |
$54.9K - $65.9K
|
57K
$3.32M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.02K- 0.68% |
$56K - $67.1K
|
149K
$8.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.02K- 1.6% |
$56K - $67.2K
|
63K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 24.98% |
$56.1K - $67.2K
|
3.08K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.03K- 21.63% |
$56.5K - $67.8K
|
3.74K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-1.04K- 1.59% |
$56.7K - $68K
|
64.1K
$3.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.09K- 2.02% |
$59.6K - $71.5K
|
52.7K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.1K- 8.02% |
$60K - $71.9K
|
12.6K
$733K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.1K- 1.86% |
$60.2K - $72.1K
|
57.9K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.11K- 1.41% |
$60.7K - $72.7K
|
77.6K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.14K- 3.65% |
$62.1K - $74.5K
|
30K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.16K- 4.13% |
$63.4K - $76K
|
26.9K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 7.72% |
$64K - $76.7K
|
14K
$815K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.34% |
$65.1K - $78.1K
|
26.3K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.2K- 11.73% |
$65.6K - $78.7K
|
9.03K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-1.23K- 5.08% |
$67.2K - $80.5K
|
23K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.24K- 10.6% |
$67.7K - $81.1K
|
10.4K
$608K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.24K- 2.85% |
$67.7K - $81.1K
|
42.2K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 28.59% |
$68.6K - $82.2K
|
3.13K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.26K- 7.13% |
$68.7K - $82.4K
|
16.4K
$954K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.26K- 5.91% |
$68.8K - $82.5K
|
20K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.3K- 9.41% |
$70.9K - $85K
|
12.5K
$727K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-1.32K- 9.86% |
$72.2K - $86.6K
|
12.1K
$704K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.33K- 1.4% |
$72.5K - $86.9K
|
93K
$5.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.33K- 2.29% |
$72.5K - $87K
|
56.5K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.36K- 1.89% |
$74.6K - $89.5K
|
70.8K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.41K- 3.97% |
$76.9K - $92.2K
|
33.9K
$1.98M
|