Purchases and Sales Made in Q4 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-115- 1.61% |
$6.52K - $7.43K
|
7.03K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$6.63K - $7.56K
|
26.1K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-123- 3.38% |
$6.97K - $7.95K
|
3.51K
$198K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-125- 0.11% |
$7.09K - $8.08K
|
113K
$6.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-125- 0.86% |
$7.09K - $8.08K
|
14.4K
$814K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-126- 0.09% |
$7.14K - $8.14K
|
137K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-127- 2.5% |
$7.2K - $8.21K
|
4.96K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-128- 13.39% |
$7.26K - $8.27K
|
828
$46.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-131- 1.63% |
$7.43K - $8.47K
|
7.92K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-135- 2.93% |
$7.65K - $8.73K
|
4.48K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-136- 7.41% |
$7.71K - $8.79K
|
1.7K
$96K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
SELL
|
- |
-139- 0.63% |
$7.88K - $8.98K
|
21.9K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-145- 1.63% |
$8.22K - $9.37K
|
8.73K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-150- 0.14% |
$8.51K - $9.7K
|
107K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-157- 1.65% |
$8.9K - $10.1K
|
9.33K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-163- 0.76% |
$9.24K - $10.5K
|
21.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-164- 0.51% |
$9.3K - $10.6K
|
32K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-167- 3.22% |
$9.47K - $10.8K
|
5.02K
$283K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-168- 80.77% |
$9.53K - $10.9K
|
40
$2.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-172- 0.97% |
$9.75K - $11.1K
|
17.6K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-172- 12.54% |
$9.75K - $11.1K
|
1.2K
$67.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-176- 3.26% |
$9.98K - $11.4K
|
5.22K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-177- 4.73% |
$10K - $11.4K
|
3.57K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-177- 3.46% |
$10K - $11.4K
|
4.94K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-181- 1.16% |
$10.3K - $11.7K
|
15.5K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-181- 3.35% |
$10.3K - $11.7K
|
5.22K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-185- 4.27% |
$10.5K - $12K
|
4.15K
$234K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-189- 23.57% |
$10.7K - $12.2K
|
613
$34.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-194- 91.94% |
$11K - $12.5K
|
17
$960
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-198- 3.25% |
$11.2K - $12.8K
|
5.89K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-199- 0.75% |
$11.3K - $12.9K
|
26.2K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-199- 2.12% |
$11.3K - $12.9K
|
9.2K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-199- 1.74% |
$11.3K - $12.9K
|
11.2K
$635K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 10.26% |
$11.3K - $12.9K
|
1.75K
$98.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-200- 50.0% |
$11.3K - $12.9K
|
200
$11.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-200- 2.22% |
$11.3K - $12.9K
|
8.81K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 14.04% |
$11.3K - $12.9K
|
1.23K
$69.2K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 7.41% |
$11.3K - $12.9K
|
2.5K
$141K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-202- 4.58% |
$11.5K - $13.1K
|
4.21K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-204- 4.72% |
$11.6K - $13.2K
|
4.12K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-205- 3.76% |
$11.6K - $13.3K
|
5.25K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-226- 2.11% |
$12.8K - $14.6K
|
10.5K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-230- 2.71% |
$13K - $14.9K
|
8.26K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 1.3% |
$14.1K - $16.1K
|
18.9K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-251- 0.55% |
$14.2K - $16.2K
|
45.1K
$2.55M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-270- 0.47% |
$15.3K - $17.5K
|
56.7K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-283- 5.34% |
$16K - $18.3K
|
5.02K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-290- 2.05% |
$16.4K - $18.7K
|
13.8K
$782K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-295- 4.03% |
$16.7K - $19.1K
|
7.02K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-298- 1.62% |
$16.9K - $19.3K
|
18.1K
$1.02M
|