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 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-590- 12.97% |
$33.5K - $38.1K
|
3.96K
$224K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-599- 2.98% |
$34K - $38.7K
|
19.5K
$1.1M
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-615- 7.13% |
$34.9K - $39.8K
|
8.02K
$453K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-626- 1.16% |
$35.5K - $40.5K
|
53.5K
$3.02M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-650- 51.63% |
$36.9K - $42K
|
609
$34.4K
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-670- 2.86% |
$38K - $43.3K
|
22.8K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-676- 1.35% |
$38.3K - $43.7K
|
49.4K
$2.79M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-689- 13.2% |
$39.1K - $44.5K
|
4.53K
$256K
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-695- 10.74% |
$39.4K - $44.9K
|
5.78K
$326K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-699- 1.09% |
$39.6K - $45.2K
|
63.2K
$3.57M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-711- 1.0% |
$40.3K - $46K
|
70.6K
$3.99M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-724- 94.27% |
$41.1K - $46.8K
|
44
$2.48K
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-731- 2.43% |
$41.4K - $47.3K
|
29.3K
$1.65M
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-748- 1.42% |
$42.4K - $48.4K
|
52K
$2.94M
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-750- 2.45% |
$42.5K - $48.5K
|
29.8K
$1.69M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-750- 15.36% |
$42.5K - $48.5K
|
4.13K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-751- 1.34% |
$42.6K - $48.5K
|
55.2K
$3.12M
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-775- 4.69% |
$43.9K - $50.1K
|
15.7K
$889K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-782- 2.5% |
$44.3K - $50.5K
|
30.5K
$1.72M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-788- 4.67% |
$44.7K - $50.9K
|
16.1K
$908K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-830- 0.65% |
$47.1K - $53.7K
|
128K
$7.2M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-832- 6.23% |
$47.2K - $53.8K
|
12.5K
$707K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-835- 1.55% |
$47.3K - $54K
|
53K
$2.99M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-835- 5.96% |
$47.3K - $54K
|
13.2K
$744K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-863- 9.15% |
$48.9K - $55.8K
|
8.57K
$484K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-875- 5.23% |
$49.6K - $56.6K
|
15.9K
$896K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-888- 12.32% |
$50.3K - $57.4K
|
6.32K
$357K
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-890- 0.66% |
$50.5K - $57.5K
|
133K
$7.54M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-917- 2.99% |
$52K - $59.3K
|
29.7K
$1.68M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-925- 6.64% |
$52.4K - $59.8K
|
13K
$734K
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-943- 2.24% |
$53.5K - $61K
|
41.1K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-954- 2.77% |
$54.1K - $61.7K
|
33.5K
$1.89M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-964- 1.09% |
$54.7K - $62.3K
|
87.5K
$4.94M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-965- 9.82% |
$54.7K - $62.4K
|
8.87K
$501K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1K- 10.65% |
$56.9K - $64.8K
|
8.41K
$475K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.01K- 12.46% |
$57.1K - $65.1K
|
7.08K
$400K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.05K- 6.31% |
$59.3K - $67.5K
|
15.5K
$876K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.08K- 1.07% |
$61K - $69.5K
|
99K
$5.59M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.08K- 8.42% |
$61.1K - $69.7K
|
11.7K
$662K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.08K- 5.0% |
$61.2K - $69.8K
|
20.5K
$1.16M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.09K- 0.8% |
$61.5K - $70.1K
|
135K
$7.63M
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.1K- 5.15% |
$62.4K - $71.1K
|
20.3K
$1.14M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.1K- 14.35% |
$62.4K - $71.1K
|
6.56K
$371K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.1K- 2.27% |
$62.4K - $71.1K
|
47.4K
$2.68M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.12K- 1.21% |
$63.7K - $72.6K
|
91.9K
$5.19M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.13K- 10.61% |
$63.8K - $72.7K
|
9.48K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.14K- 22.87% |
$64.6K - $73.7K
|
3.84K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.16K- 22.07% |
$65.8K - $75K
|
4.1K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 0.73% |
$66.5K - $75.8K
|
160K
$9.03M
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.19K- 2.06% |
$67.4K - $76.8K
|
56.5K
$3.19M
|