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 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4K+ 9523.81% |
$227K - $259K
|
4.04K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4KNew |
$227K - $258K
|
4K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.93KNew |
$223K - $254K
|
3.93K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.9KNew |
$221K - $252K
|
3.9K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.88KNew |
$220K - $251K
|
3.88K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.85KNew |
$218K - $249K
|
3.85K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.81K+ 22.77% |
$216K - $246K
|
20.5K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.8K+ 14.99% |
$215K - $246K
|
29.2K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.78KNew |
$214K - $244K
|
3.78K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.72K+ 23.95% |
$211K - $241K
|
19.3K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.69KNew |
$209K - $238K
|
3.69K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.69KNew |
$209K - $238K
|
3.69K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.58K+ 4.81% |
$203K - $231K
|
78.1K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.56K+ 26.35% |
$202K - $230K
|
17.1K
$959K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.49K+ 49.82% |
$198K - $226K
|
10.5K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.47KNew |
$197K - $224K
|
3.47K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.47K+ 4.58% |
$197K - $224K
|
79.2K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.43K+ 24.86% |
$194K - $222K
|
17.2K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.41KNew |
$193K - $220K
|
3.41K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
3.39KNew |
$192K - $219K
|
3.39K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.35K+ 22.98% |
$190K - $217K
|
17.9K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.33K+ 0.55% |
$189K - $215K
|
609K
$34.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.32K+ 5.44% |
$188K - $215K
|
64.4K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 75.49% |
$187K - $213K
|
7.68K
$431K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.26K+ 128.7% |
$185K - $211K
|
5.79K
$325K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.24K+ 25.96% |
$184K - $210K
|
15.7K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.21K+ 100.0% |
$182K - $207K
|
6.41K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.13K+ 21.72% |
$177K - $202K
|
17.5K
$983K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.02K+ 12.71% |
$171K - $195K
|
26.8K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 50.35% |
$169K - $193K
|
8.9K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.98KNew |
$169K - $193K
|
2.98K
$167K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.94K+ 8.4% |
$167K - $190K
|
38K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.94K+ 13.16% |
$167K - $190K
|
25.3K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.93K+ 6.13% |
$166K - $189K
|
50.7K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.91K+ 6.36% |
$165K - $188K
|
48.7K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.91K+ 7.18% |
$165K - $188K
|
43.4K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.89K+ 17.22% |
$164K - $187K
|
19.7K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.77K+ 10.63% |
$157K - $179K
|
28.9K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 2.55% |
$155K - $177K
|
110K
$6.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.57K+ 48.68% |
$146K - $166K
|
7.86K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.56K+ 2.05% |
$145K - $165K
|
127K
$7.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.54K+ 15.69% |
$144K - $164K
|
18.8K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.47K+ 68.74% |
$140K - $159K
|
6.06K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2.45K+ 29.46% |
$139K - $158K
|
10.7K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.35K+ 14.14% |
$133K - $152K
|
19K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.35K+ 45.71% |
$133K - $152K
|
7.48K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.29K+ 2.87% |
$130K - $148K
|
82.1K
$4.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.28K+ 5.79% |
$129K - $147K
|
41.6K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.22K+ 2.86% |
$126K - $143K
|
79.9K
$4.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.2K+ 13.26% |
$125K - $142K
|
18.8K
$1.05M
|