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 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
758+ 2.23% |
$43K - $49K
|
34.7K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
722+ 9.21% |
$40.9K - $46.7K
|
8.57K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
714+ 22.15% |
$40.5K - $46.2K
|
3.94K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
706New |
$40K - $45.6K
|
706
$40.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
653+ 11.44% |
$37K - $42.2K
|
6.36K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
650+ 2.21% |
$36.9K - $42K
|
30.1K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
636New |
$36.1K - $41.1K
|
636
$36.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
589+ 13.68% |
$33.4K - $38.1K
|
4.89K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
539+ 5.37% |
$30.6K - $34.8K
|
10.6K
$605K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
527+ 16.25% |
$29.9K - $34.1K
|
3.77K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
524+ 3.06% |
$29.7K - $33.9K
|
17.6K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
509New |
$28.9K - $32.9K
|
509
$29.2K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
500New |
$28.4K - $32.3K
|
500
$28.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 38.26% |
$28.4K - $32.3K
|
1.81K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
486New |
$27.6K - $31.4K
|
486
$27.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
465+ 14.28% |
$26.4K - $30.1K
|
3.72K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
459+ 4.62% |
$26K - $29.7K
|
10.4K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
455+ 4.67% |
$25.8K - $29.4K
|
10.2K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
452+ 14.66% |
$25.6K - $29.2K
|
3.54K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
450New |
$25.5K - $29.1K
|
450
$25.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
439+ 7.03% |
$24.9K - $28.4K
|
6.68K
$383K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
419+ 0.38% |
$23.8K - $27.1K
|
111K
$6.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
405+ 4.78% |
$23K - $26.2K
|
8.87K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
402+ 11.39% |
$22.8K - $26K
|
3.93K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 90.91% |
$22.7K - $25.9K
|
840
$48.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
398+ 4.2% |
$22.6K - $25.7K
|
9.88K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
394+ 1.15% |
$22.3K - $25.5K
|
34.8K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
380+ 2.34% |
$21.5K - $24.6K
|
16.6K
$950K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
369+ 7.12% |
$20.9K - $23.9K
|
5.55K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
365+ 6.99% |
$20.7K - $23.6K
|
5.59K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359+ 2.22% |
$20.4K - $23.2K
|
16.5K
$946K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
335+ 1.55% |
$19K - $21.7K
|
21.9K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
310+ 4.83% |
$17.6K - $20K
|
6.72K
$385K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
309+ 8.4% |
$17.5K - $20K
|
3.99K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
292+ 3.8% |
$16.6K - $18.9K
|
7.97K
$456K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286New |
$16.2K - $18.5K
|
286
$16.4K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
280+ 3.17% |
$15.9K - $18.1K
|
9.11K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
279New |
$15.8K - $18K
|
279
$16K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
272+ 3.23% |
$15.4K - $17.6K
|
8.71K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
270New |
$15.3K - $17.5K
|
270
$15.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
236+ 1.66% |
$13.4K - $15.3K
|
14.4K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
234+ 4.62% |
$13.3K - $15.1K
|
5.3K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
233+ 0.82% |
$13.2K - $15.1K
|
28.5K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
228+ 5.18% |
$12.9K - $14.7K
|
4.63K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
218+ 0.83% |
$12.4K - $14.1K
|
26.6K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
216+ 0.2% |
$12.2K - $14K
|
109K
$6.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
214+ 0.26% |
$12.1K - $13.8K
|
82.3K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
211+ 108.76% |
$12K - $13.6K
|
405
$23.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
206+ 0.22% |
$11.7K - $13.3K
|
91.9K
$5.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
205+ 0.74% |
$11.6K - $13.3K
|
28K
$1.6M
|