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 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-475- 4.33% |
$26.9K - $30.7K
|
10.5K
$645K
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-476- 3.82% |
$27K - $30.8K
|
12K
$736K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-485- 7.11% |
$27.5K - $31.4K
|
6.33K
$389K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-490- 3.73% |
$27.8K - $31.7K
|
12.6K
$776K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-501- 1.28% |
$28.4K - $32.4K
|
38.6K
$2.37M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-504- 3.73% |
$28.6K - $32.6K
|
13K
$798K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-509- 9.98% |
$28.9K - $32.9K
|
4.59K
$282K
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-515- 1.13% |
$29.2K - $33.3K
|
45.2K
$2.78M
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-518- 1.08% |
$29.4K - $33.5K
|
47.7K
$2.93M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-524- 26.19% |
$29.7K - $33.9K
|
1.48K
$90.6K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-544- 97.32% |
$30.8K - $35.2K
|
15
$921
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-550- 2.05% |
$31.2K - $35.6K
|
26.3K
$1.61M
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-564- 6.69% |
$32K - $36.5K
|
7.87K
$483K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-565- 2.5% |
$32K - $36.5K
|
22K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-570- 1.28% |
$32.3K - $36.8K
|
44K
$2.7M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-574- 13.85% |
$32.5K - $37.1K
|
3.57K
$219K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-590- 12.97% |
$33.5K - $38.1K
|
3.96K
$243K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-599- 2.98% |
$34K - $38.7K
|
19.5K
$1.2M
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-615- 7.13% |
$34.9K - $39.8K
|
8.02K
$492K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-626- 1.16% |
$35.5K - $40.5K
|
53.5K
$3.28M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-650- 51.63% |
$36.9K - $42K
|
609
$37.4K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-670- 2.86% |
$38K - $43.3K
|
22.8K
$1.4M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-676- 1.35% |
$38.3K - $43.7K
|
49.4K
$3.03M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-689- 13.2% |
$39.1K - $44.5K
|
4.53K
$278K
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-695- 10.74% |
$39.4K - $44.9K
|
5.78K
$354K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-699- 1.09% |
$39.6K - $45.2K
|
63.2K
$3.88M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-711- 1.0% |
$40.3K - $46K
|
70.6K
$4.33M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-724- 94.27% |
$41.1K - $46.8K
|
44
$2.7K
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-731- 2.43% |
$41.4K - $47.3K
|
29.3K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-748- 1.42% |
$42.4K - $48.4K
|
52K
$3.19M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-750- 15.36% |
$42.5K - $48.5K
|
4.13K
$254K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-750- 2.45% |
$42.5K - $48.5K
|
29.8K
$1.83M
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-751- 1.34% |
$42.6K - $48.5K
|
55.2K
$3.39M
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-775- 4.69% |
$43.9K - $50.1K
|
15.7K
$966K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-782- 2.5% |
$44.3K - $50.5K
|
30.5K
$1.87M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-788- 4.67% |
$44.7K - $50.9K
|
16.1K
$987K
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-790- 5.49% |
$44.8K - $51.1K
|
13.6K
$835K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-790- 5.49% |
$44.8K - $51.1K
|
13.6K
$835K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-830- 0.65% |
$47.1K - $53.7K
|
128K
$7.83M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-832- 6.23% |
$47.2K - $53.8K
|
12.5K
$769K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-835- 5.96% |
$47.3K - $54K
|
13.2K
$809K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-835- 1.55% |
$47.3K - $54K
|
53K
$3.25M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-863- 9.15% |
$48.9K - $55.8K
|
8.57K
$526K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-875- 5.23% |
$49.6K - $56.6K
|
15.9K
$973K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 12.32% |
$50.3K - $57.4K
|
6.32K
$388K
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-890- 0.66% |
$50.5K - $57.5K
|
133K
$8.19M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-899- 1.84% |
$51K - $58.1K
|
47.8K
$2.94M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-917- 2.99% |
$52K - $59.3K
|
29.7K
$1.82M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-925- 6.64% |
$52.4K - $59.8K
|
13K
$798K
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-943- 2.24% |
$53.5K - $61K
|
41.1K
$2.52M
|