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 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
589+ 13.68% |
$33.4K - $38.1K
|
4.89K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
575+ 6.63% |
$32.6K - $37.2K
|
9.25K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
556+ 2.97% |
$31.5K - $35.9K
|
19.3K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
555+ 2.34% |
$31.5K - $35.9K
|
24.3K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
543New |
$30.8K - $35.1K
|
543
$30.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
539+ 5.37% |
$30.6K - $34.8K
|
10.6K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
527+ 16.25% |
$29.9K - $34.1K
|
3.77K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
524+ 3.06% |
$29.7K - $33.9K
|
17.6K
$989K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
522New |
$29.6K - $33.7K
|
522
$29.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
522+ 1.72% |
$29.6K - $33.7K
|
30.8K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
509New |
$28.9K - $32.9K
|
509
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
503+ 1.75% |
$28.5K - $32.5K
|
29.2K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
500+ 38.26% |
$28.4K - $32.3K
|
1.81K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
500New |
$28.4K - $32.3K
|
500
$28.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
500+ 5.7% |
$28.4K - $32.3K
|
9.27K
$520K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
500New |
$28.4K - $32.3K
|
500
$28.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
492+ 28.76% |
$27.9K - $31.8K
|
2.2K
$124K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
486New |
$27.6K - $31.4K
|
486
$27.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
465+ 14.28% |
$26.4K - $30.1K
|
3.72K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
463+ 0.85% |
$26.3K - $29.9K
|
54.9K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
459+ 4.62% |
$26K - $29.7K
|
10.4K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
457+ 0.96% |
$25.9K - $29.5K
|
47.8K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
455+ 4.67% |
$25.8K - $29.4K
|
10.2K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
452+ 7.96% |
$25.6K - $29.2K
|
6.13K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
452+ 14.66% |
$25.6K - $29.2K
|
3.54K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
450New |
$25.5K - $29.1K
|
450
$25.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
449+ 10.55% |
$25.5K - $29K
|
4.7K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
439+ 7.03% |
$24.9K - $28.4K
|
6.68K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
423New |
$24K - $27.3K
|
423
$23.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
423New |
$24K - $27.3K
|
423
$23.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
419+ 0.38% |
$23.8K - $27.1K
|
111K
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
406+ 1.12% |
$23K - $26.2K
|
36.5K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
405+ 4.78% |
$23K - $26.2K
|
8.87K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
402+ 11.39% |
$22.8K - $26K
|
3.93K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400+ 90.91% |
$22.7K - $25.9K
|
840
$47.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
400+ 7.25% |
$22.7K - $25.9K
|
5.92K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
398+ 8.0% |
$22.6K - $25.7K
|
5.37K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
398+ 4.2% |
$22.6K - $25.7K
|
9.88K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
394+ 1.15% |
$22.3K - $25.5K
|
34.8K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
386+ 1.72% |
$21.9K - $25K
|
22.9K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
383+ 9.29% |
$21.7K - $24.8K
|
4.51K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
383+ 7.86% |
$21.7K - $24.8K
|
5.26K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
383+ 10.81% |
$21.7K - $24.8K
|
3.93K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
380+ 2.34% |
$21.5K - $24.6K
|
16.6K
$931K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
371+ 8.66% |
$21K - $24K
|
4.66K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
369+ 7.12% |
$20.9K - $23.9K
|
5.55K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
369New |
$20.9K - $23.9K
|
369
$20.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
365+ 6.99% |
$20.7K - $23.6K
|
5.59K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
359+ 2.22% |
$20.4K - $23.2K
|
16.5K
$927K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
348New |
$19.7K - $22.5K
|
348
$19.5K
|