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 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
181+ 1.85% |
$10.3K - $11.7K
|
9.96K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
180+ 2.81% |
$10.2K - $11.6K
|
6.58K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
179New |
$10.1K - $11.6K
|
179
$10K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
177+ 1.95% |
$10K - $11.4K
|
9.25K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
171+ 2.64% |
$9.7K - $11.1K
|
6.65K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
166New |
$9.41K - $10.7K
|
166
$9.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
162New |
$9.19K - $10.5K
|
162
$9.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
160New |
$9.07K - $10.3K
|
160
$8.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
157+ 2.12% |
$8.9K - $10.1K
|
7.58K
$425K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
155+ 1.77% |
$8.79K - $10K
|
8.91K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
155New |
$8.79K - $10K
|
155
$8.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
155+ 1.77% |
$8.79K - $10K
|
8.91K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
151+ 2.28% |
$8.56K - $9.76K
|
6.79K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
151+ 3.35% |
$8.56K - $9.76K
|
4.65K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
150+ 75.0% |
$8.51K - $9.7K
|
350
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
149+ 0.87% |
$8.45K - $9.63K
|
17.3K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
149+ 6.31% |
$8.45K - $9.63K
|
2.51K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
146+ 0.4% |
$8.28K - $9.44K
|
36.7K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
141+ 486.21% |
$7.99K - $9.11K
|
170
$9.54K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
138+ 2.17% |
$7.82K - $8.92K
|
6.51K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
136+ 0.32% |
$7.71K - $8.79K
|
42.5K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
134+ 3.47% |
$7.6K - $8.66K
|
4K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
128+ 1.79% |
$7.26K - $8.27K
|
7.28K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
126+ 1.01% |
$7.14K - $8.14K
|
12.6K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
123New |
$6.97K - $7.95K
|
123
$6.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
122+ 3.06% |
$6.92K - $7.89K
|
4.11K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
122+ 3.33% |
$6.92K - $7.89K
|
3.79K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
121+ 2.67% |
$6.86K - $7.82K
|
4.65K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
120New |
$6.8K - $7.76K
|
120
$6.74K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
118+ 2.72% |
$6.69K - $7.63K
|
4.46K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
118+ 0.73% |
$6.69K - $7.63K
|
16.2K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
115+ 0.48% |
$6.52K - $7.43K
|
24.2K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
113New |
$6.41K - $7.3K
|
113
$6.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
111+ 2.02% |
$6.29K - $7.18K
|
5.62K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
110New |
$6.24K - $7.11K
|
110
$6.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
106+ 0.75% |
$6.01K - $6.85K
|
14.2K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
106+ 1.95% |
$6.01K - $6.85K
|
5.55K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
101+ 1.88% |
$5.73K - $6.53K
|
5.47K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$5.67K - $6.46K
|
100
$5.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
99New |
$5.61K - $6.4K
|
99
$5.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
96+ 0.45% |
$5.44K - $6.21K
|
21.4K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
96+ 1.07% |
$5.44K - $6.21K
|
9.07K
$509K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
93New |
$5.27K - $6.01K
|
93
$5.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
93+ 1.41% |
$5.27K - $6.01K
|
6.69K
$375K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
92+ 0.23% |
$5.22K - $5.95K
|
39.6K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
91+ 0.94% |
$5.16K - $5.88K
|
9.77K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
87+ 27.97% |
$4.93K - $5.62K
|
398
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
85+ 0.61% |
$4.82K - $5.49K
|
14.1K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
82+ 0.58% |
$4.65K - $5.3K
|
14.2K
$796K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
80+ 1.42% |
$4.54K - $5.17K
|
5.7K
$320K
|