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 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
BUY
|
- |
87+ 27.97% |
$4.93K - $5.62K
|
398
$22.5K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
85+ 0.61% |
$4.82K - $5.49K
|
14.1K
$798K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
82+ 0.58% |
$4.65K - $5.3K
|
14.2K
$800K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
80+ 1.42% |
$4.54K - $5.17K
|
5.7K
$322K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
75New |
$4.25K - $4.85K
|
75
$4.24K
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
73+ 1.36% |
$4.14K - $4.72K
|
5.43K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
73New |
$4.14K - $4.72K
|
73
$4.12K
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
72+ 0.25% |
$4.08K - $4.65K
|
28.7K
$1.62M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
70+ 0.4% |
$3.97K - $4.52K
|
17.7K
$1M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
69New |
$3.91K - $4.46K
|
69
$3.9K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67New |
$3.8K - $4.33K
|
67
$3.78K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 3.4% |
$3.69K - $4.2K
|
1.98K
$112K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
62New |
$3.52K - $4.01K
|
62
$3.5K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
60New |
$3.4K - $3.88K
|
60
$3.39K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
60+ 1.04% |
$3.4K - $3.88K
|
5.86K
$331K
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
60+ 0.67% |
$3.4K - $3.88K
|
9.03K
$510K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
57+ 0.43% |
$3.23K - $3.68K
|
13.3K
$749K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
54New |
$3.06K - $3.49K
|
54
$3.05K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
54+ 6.52% |
$3.06K - $3.49K
|
882
$49.8K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
53+ 42.74% |
$3.01K - $3.43K
|
177
$10K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
53+ 0.81% |
$3.01K - $3.43K
|
6.62K
$374K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
50+ 10.42% |
$2.84K - $3.23K
|
530
$29.9K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
49+ 16.9% |
$2.78K - $3.17K
|
339
$19.1K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47+ 37.6% |
$2.66K - $3.04K
|
172
$9.71K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
46+ 0.29% |
$2.61K - $2.97K
|
15.9K
$900K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
43+ 0.51% |
$2.44K - $2.78K
|
8.54K
$482K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
41+ 1.17% |
$2.32K - $2.65K
|
3.53K
$200K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
40+ 0.35% |
$2.27K - $2.59K
|
11.4K
$642K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39+ 13.68% |
$2.21K - $2.52K
|
324
$18.3K
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
35+ 0.47% |
$1.98K - $2.26K
|
7.52K
$425K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
35+ 0.56% |
$1.98K - $2.26K
|
6.23K
$352K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
34+ 0.24% |
$1.93K - $2.2K
|
14.2K
$800K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
33+ 0.94% |
$1.87K - $2.13K
|
3.54K
$200K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
33New |
$1.87K - $2.13K
|
33
$1.86K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
32+ 0.34% |
$1.81K - $2.07K
|
9.39K
$530K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30+ 0.73% |
$1.7K - $1.94K
|
4.16K
$235K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.81% |
$1.64K - $1.87K
|
3.62K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
26+ 0.72% |
$1.47K - $1.68K
|
3.65K
$206K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$1.42K - $1.62K
|
3.79K
$214K
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
23+ 0.47% |
$1.3K - $1.49K
|
4.9K
$277K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
23New |
$1.3K - $1.49K
|
23
$1.3K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
22New |
$1.25K - $1.42K
|
22
$1.24K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$1.19K - $1.36K
|
21
$1.19K
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
20+ 0.33% |
$1.13K - $1.29K
|
6.02K
$340K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.44% |
$1.13K - $1.29K
|
4.54K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20New |
$1.13K - $1.29K
|
20
$1.13K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
18+ 0.32% |
$1.02K - $1.16K
|
5.69K
$321K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 6.5% |
$1.02K - $1.16K
|
295
$16.7K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 50.0% |
$964 - $1.1K
|
51
$2.88K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$794 - $905
|
5.97K
$337K
|