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 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
706New |
$40K - $45.6K
|
706
$41K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
653+ 11.44% |
$37K - $42.2K
|
6.36K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
652+ 5.66% |
$37K - $42.1K
|
12.2K
$707K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
650+ 2.21% |
$36.9K - $42K
|
30.1K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
643+ 4.29% |
$36.5K - $41.6K
|
15.6K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
642+ 4.59% |
$36.4K - $41.5K
|
14.6K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
636New |
$36.1K - $41.1K
|
636
$36.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
589+ 13.68% |
$33.4K - $38.1K
|
4.89K
$284K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
575+ 6.63% |
$32.6K - $37.2K
|
9.25K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
543New |
$30.8K - $35.1K
|
543
$31.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
539+ 5.37% |
$30.6K - $34.8K
|
10.6K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
527+ 16.25% |
$29.9K - $34.1K
|
3.77K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
524+ 3.06% |
$29.7K - $33.9K
|
17.6K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
522+ 1.72% |
$29.6K - $33.7K
|
30.8K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
509New |
$28.9K - $32.9K
|
509
$29.6K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
500New |
$28.4K - $32.3K
|
500
$29K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 38.26% |
$28.4K - $32.3K
|
1.81K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
486New |
$27.6K - $31.4K
|
486
$28.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
465+ 14.28% |
$26.4K - $30.1K
|
3.72K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
463+ 0.85% |
$26.3K - $29.9K
|
54.9K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
459+ 4.62% |
$26K - $29.7K
|
10.4K
$603K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
455+ 4.67% |
$25.8K - $29.4K
|
10.2K
$593K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
452+ 14.66% |
$25.6K - $29.2K
|
3.54K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
450New |
$25.5K - $29.1K
|
450
$26.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
439+ 7.03% |
$24.9K - $28.4K
|
6.68K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
423New |
$24K - $27.3K
|
423
$24.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
419+ 0.38% |
$23.8K - $27.1K
|
111K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
406+ 1.12% |
$23K - $26.2K
|
36.5K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
405+ 4.78% |
$23K - $26.2K
|
8.87K
$515K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
402+ 11.39% |
$22.8K - $26K
|
3.93K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
400+ 7.25% |
$22.7K - $25.9K
|
5.92K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 90.91% |
$22.7K - $25.9K
|
840
$48.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
398+ 8.0% |
$22.6K - $25.7K
|
5.37K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
398+ 4.2% |
$22.6K - $25.7K
|
9.88K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
394+ 1.15% |
$22.3K - $25.5K
|
34.8K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
383+ 7.86% |
$21.7K - $24.8K
|
5.26K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
380+ 2.34% |
$21.5K - $24.6K
|
16.6K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
369+ 7.12% |
$20.9K - $23.9K
|
5.55K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
369New |
$20.9K - $23.9K
|
369
$21.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
365+ 6.99% |
$20.7K - $23.6K
|
5.59K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359+ 2.22% |
$20.4K - $23.2K
|
16.5K
$959K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
335+ 1.55% |
$19K - $21.7K
|
21.9K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
335+ 15.52% |
$19K - $21.7K
|
2.49K
$145K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
329New |
$18.7K - $21.3K
|
329
$19.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
322+ 0.82% |
$18.3K - $20.8K
|
39.8K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
310+ 4.83% |
$17.6K - $20K
|
6.72K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
309+ 8.4% |
$17.5K - $20K
|
3.99K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
302+ 0.2% |
$17.1K - $19.5K
|
149K
$8.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
292+ 3.8% |
$16.6K - $18.9K
|
7.97K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
286New |
$16.2K - $18.5K
|
286
$16.6K
|