Purchases and Sales Made in Q2 2024 in Unilever PLC (UL)
This table provides information about the institutional ownership of Unilever PLC (UL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 5.75% |
$976 - $1.18K
|
386
$21.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
19New |
$883 - $1.07K
|
19
$1.07K
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
19New |
$883 - $1.07K
|
19
$1.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 0.05% |
$697 - $846
|
28.6K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15+ 0.06% |
$697 - $846
|
23.6K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13New |
$604 - $733
|
13
$734
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 0.72% |
$558 - $677
|
1.68K
$95K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$418 - $507
|
9.87K
$558K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
9+ 0.16% |
$418 - $507
|
5.65K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
8+ 0.14% |
$372 - $451
|
5.65K
$319K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.2% |
$372 - $451
|
4.07K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8+ 0.15% |
$372 - $451
|
5.31K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 1.0% |
$325 - $395
|
707
$39.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.12% |
$325 - $395
|
6.08K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.48% |
$325 - $395
|
1.46K
$82.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
7+ 0.19% |
$325 - $395
|
3.63K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.05% |
$232 - $282
|
9.55K
$539K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.89% |
$232 - $282
|
566
$32K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.4% |
$232 - $282
|
1.26K
$71K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.62% |
$186 - $226
|
652
$36.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.09% |
$186 - $226
|
4.64K
$262K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 0.29% |
$139 - $169
|
1.06K
$59.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.51% |
$139 - $169
|
588
$33.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.79% |
$92.9 - $113
|
255
$14.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2+ 0.71% |
$92.9 - $113
|
284
$16K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.07% |
$92.9 - $113
|
2.72K
$154K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.08% |
$92.9 - $113
|
187
$10.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.73% |
$92.9 - $113
|
275
$15.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.04% |
$92.9 - $113
|
4.52K
$255K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.37% |
$92.9 - $113
|
537
$30.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 1.92% |
$46.5 - $56.4
|
53
$2.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 5.56% |
$46.5 - $56.4
|
17
$960
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 5.88% |
$139 - $169
|
48
$2.71K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.32% |
$186 - $226
|
1.25K
$70.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9- 0.2% |
$418 - $507
|
4.41K
$249K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.03% |
$465 - $564
|
30.6K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-11- 0.07% |
$511 - $620
|
16K
$904K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-12- 0.35% |
$558 - $677
|
3.39K
$191K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-12- 0.04% |
$558 - $677
|
28.6K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-14- 8.09% |
$651 - $789
|
159
$8.98K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-16- 0.38% |
$744 - $902
|
4.22K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-17- 40.48% |
$790 - $958
|
25
$1.41K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-19- 3.11% |
$883 - $1.07K
|
592
$33.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-28- 0.47% |
$1.3K - $1.58K
|
5.92K
$334K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29- 0.4% |
$1.35K - $1.64K
|
7.24K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-29- 0.16% |
$1.35K - $1.64K
|
17.8K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-33- 0.24% |
$1.53K - $1.86K
|
13.6K
$768K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-33- 0.43% |
$1.53K - $1.86K
|
7.65K
$432K
|