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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.02K+ 12.71% |
$171K - $195K
|
26.8K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.98KNew |
$169K - $193K
|
2.98K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.94K+ 8.4% |
$167K - $190K
|
38K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.93K+ 6.13% |
$166K - $189K
|
50.7K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.89K+ 17.22% |
$164K - $187K
|
19.7K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.77K+ 10.63% |
$157K - $179K
|
28.9K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 2.55% |
$155K - $177K
|
110K
$6.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.57K+ 48.68% |
$146K - $166K
|
7.86K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2.45K+ 29.46% |
$139K - $158K
|
10.7K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.35K+ 14.14% |
$133K - $152K
|
19K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.28K+ 5.79% |
$129K - $147K
|
41.6K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.2K+ 13.26% |
$125K - $142K
|
18.8K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.19K+ 13.36% |
$124K - $141K
|
18.6K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.09K+ 24.9% |
$118K - $135K
|
10.5K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.07K+ 4.87% |
$117K - $134K
|
44.5K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.01K+ 25.33% |
$114K - $130K
|
9.95K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.98K+ 2.91% |
$112K - $128K
|
69.9K
$4.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.97K+ 149.21% |
$112K - $128K
|
3.3K
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 9.63% |
$109K - $124K
|
21.9K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.88K+ 22.86% |
$106K - $121K
|
10.1K
$577K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.87K+ 216.96% |
$106K - $121K
|
2.73K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.85K+ 2.09% |
$105K - $120K
|
90.5K
$5.18M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 31.79% |
$104K - $119K
|
7.61K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.7K+ 42.48% |
$96.6K - $110K
|
5.71K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.67K+ 16.68% |
$94.5K - $108K
|
11.7K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.6K+ 4.11% |
$90.8K - $103K
|
40.6K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 14.88% |
$89K - $101K
|
12.1K
$694K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.5KNew |
$85.1K - $97K
|
1.5K
$85.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.41K+ 228.06% |
$80.2K - $91.4K
|
2.03K
$116K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.39K+ 18.79% |
$78.7K - $89.7K
|
8.78K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.38K+ 2.97% |
$78.2K - $89.1K
|
47.8K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.38K+ 13.13% |
$78K - $88.9K
|
11.9K
$679K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.36K+ 7.64% |
$77K - $87.8K
|
19.1K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.33K+ 10.8% |
$75.6K - $86.2K
|
13.7K
$783K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27K+ 29.85% |
$72.2K - $82.3K
|
5.54K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.19K+ 34.46% |
$67.5K - $77K
|
4.65K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 2.99% |
$63.9K - $72.8K
|
38.8K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 13.45% |
$63.4K - $72.3K
|
9.43K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.1K+ 10.42% |
$62.4K - $71.1K
|
11.7K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.09K+ 6.47% |
$61.7K - $70.4K
|
17.9K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 17.6% |
$60K - $68.4K
|
7.07K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.03K+ 11.09% |
$58.5K - $66.7K
|
10.3K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 0.26% |
$56.7K - $64.6K
|
392K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
890+ 1.74% |
$50.5K - $57.5K
|
52.1K
$2.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
873+ 721.49% |
$49.5K - $56.4K
|
994
$56.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
872+ 1.35% |
$49.4K - $56.4K
|
65.6K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
849+ 1.52% |
$48.1K - $54.9K
|
56.9K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
794+ 23.17% |
$45K - $51.3K
|
4.22K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
777+ 4.37% |
$44.1K - $50.2K
|
18.6K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
774+ 12.36% |
$43.9K - $50K
|
7.04K
$403K
|