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
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$6.63K - $7.56K
|
26.1K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-123- 3.38% |
$6.97K - $7.95K
|
3.51K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-128- 13.39% |
$7.26K - $8.27K
|
828
$48.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-135- 2.93% |
$7.65K - $8.73K
|
4.48K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-136- 7.41% |
$7.71K - $8.79K
|
1.7K
$98.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-150- 0.14% |
$8.51K - $9.7K
|
107K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-176- 3.26% |
$9.98K - $11.4K
|
5.22K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-181- 3.35% |
$10.3K - $11.7K
|
5.22K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-185- 4.27% |
$10.5K - $12K
|
4.15K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-194- 91.94% |
$11K - $12.5K
|
17
$987
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-198- 3.25% |
$11.2K - $12.8K
|
5.89K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-199- 0.75% |
$11.3K - $12.9K
|
26.2K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-199- 2.12% |
$11.3K - $12.9K
|
9.2K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-200- 10.26% |
$11.3K - $12.9K
|
1.75K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 14.04% |
$11.3K - $12.9K
|
1.23K
$71.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-200- 50.0% |
$11.3K - $12.9K
|
200
$11.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-202- 4.58% |
$11.5K - $13.1K
|
4.21K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-204- 4.72% |
$11.6K - $13.2K
|
4.12K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-205- 3.76% |
$11.6K - $13.3K
|
5.25K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-226- 2.11% |
$12.8K - $14.6K
|
10.5K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-230- 2.71% |
$13K - $14.9K
|
8.26K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-249- 1.3% |
$14.1K - $16.1K
|
18.9K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-251- 0.55% |
$14.2K - $16.2K
|
45.1K
$2.62M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-270- 0.47% |
$15.3K - $17.5K
|
56.7K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-283- 5.34% |
$16K - $18.3K
|
5.02K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-290- 2.05% |
$16.4K - $18.7K
|
13.8K
$804K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-295- 4.03% |
$16.7K - $19.1K
|
7.02K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-298- 1.62% |
$16.9K - $19.3K
|
18.1K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-300- 2.16% |
$17K - $19.4K
|
13.6K
$788K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-301- 2.31% |
$17.1K - $19.5K
|
12.8K
$741K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-304- 4.69% |
$17.2K - $19.7K
|
6.18K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-316- 0.79% |
$17.9K - $20.4K
|
39.9K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-328- 7.23% |
$18.6K - $21.2K
|
4.21K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-332- 13.35% |
$18.8K - $21.5K
|
2.16K
$125K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-340- 4.01% |
$19.3K - $22K
|
8.13K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-345- 1.99% |
$19.6K - $22.3K
|
17K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-348- 3.21% |
$19.7K - $22.5K
|
10.5K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-350- 3.53% |
$19.8K - $22.6K
|
9.58K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-371- 7.55% |
$21K - $24K
|
4.55K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-373- 2.24% |
$21.1K - $24.1K
|
16.3K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-380- 5.4% |
$21.5K - $24.6K
|
6.65K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-390- 8.26% |
$22.1K - $25.2K
|
4.33K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-400- 1.92% |
$22.7K - $25.9K
|
20.5K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 6.15% |
$24.4K - $27.9K
|
6.58K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-436- 0.79% |
$24.7K - $28.2K
|
54.6K
$3.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-456- 7.78% |
$25.9K - $29.5K
|
5.4K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-463- 3.63% |
$26.3K - $29.9K
|
12.3K
$714K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-470- 2.16% |
$26.6K - $30.4K
|
21.3K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-471- 4.13% |
$26.7K - $30.4K
|
10.9K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-485- 7.11% |
$27.5K - $31.4K
|
6.33K
$368K
|