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 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.17K+ 1.1% |
$66.1K - $75.4K
|
107K
$6.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 2.99% |
$63.9K - $72.8K
|
38.8K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.12K+ 13.45% |
$63.4K - $72.3K
|
9.43K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.1K+ 10.42% |
$62.4K - $71.1K
|
11.7K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 814.07% |
$62.3K - $71K
|
1.23K
$69.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.09K+ 6.47% |
$61.7K - $70.4K
|
17.9K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.07KNew |
$60.7K - $69.2K
|
1.07K
$60.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 17.6% |
$60K - $68.4K
|
7.07K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 8.26% |
$58.9K - $67.1K
|
13.6K
$768K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.03K+ 1.45% |
$58.5K - $66.7K
|
72.3K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.03K+ 11.09% |
$58.5K - $66.7K
|
10.3K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.02K+ 1.61% |
$57.9K - $66K
|
64.5K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$57.9K - $66K
|
1.02K
$57.7K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.01K+ 12.68% |
$57.2K - $65.2K
|
8.96K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 0.26% |
$56.7K - $64.6K
|
392K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1K+ 166.67% |
$56.7K - $64.6K
|
1.6K
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
975+ 3.04% |
$55.3K - $63K
|
33K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
952+ 15.56% |
$54K - $61.5K
|
7.07K
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
948New |
$53.8K - $61.3K
|
948
$53.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
937+ 7.09% |
$53.1K - $60.6K
|
14.2K
$799K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
934+ 2.9% |
$53K - $60.4K
|
33.2K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
901+ 1.64% |
$51.1K - $58.2K
|
55.8K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
900New |
$51K - $58.2K
|
900
$50.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
890+ 1.74% |
$50.5K - $57.5K
|
52.1K
$2.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
873+ 721.49% |
$49.5K - $56.4K
|
994
$56.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
872+ 1.35% |
$49.4K - $56.4K
|
65.6K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
849+ 1.52% |
$48.1K - $54.9K
|
56.9K
$3.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
846+ 3.22% |
$48K - $54.7K
|
27.1K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
825+ 5.79% |
$46.8K - $53.3K
|
15.1K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
818+ 0.74% |
$46.4K - $52.9K
|
112K
$6.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
798+ 7.57% |
$45.2K - $51.6K
|
11.3K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
794+ 23.17% |
$45K - $51.3K
|
4.22K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
781+ 0.61% |
$44.3K - $50.5K
|
129K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
777+ 4.37% |
$44.1K - $50.2K
|
18.6K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
774+ 12.36% |
$43.9K - $50K
|
7.04K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
767+ 12.31% |
$43.5K - $49.6K
|
7K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
766New |
$43.4K - $49.5K
|
766
$43.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
758+ 2.23% |
$43K - $49K
|
34.7K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
756New |
$42.9K - $48.9K
|
756
$42.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
746+ 7.53% |
$42.3K - $48.2K
|
10.7K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
740+ 6.81% |
$42K - $47.8K
|
11.6K
$655K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
722+ 9.21% |
$40.9K - $46.7K
|
8.57K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
714+ 22.15% |
$40.5K - $46.2K
|
3.94K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
706New |
$40K - $45.6K
|
706
$39.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
688New |
$39K - $44.5K
|
688
$38.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
653+ 11.44% |
$37K - $42.2K
|
6.36K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
652+ 5.66% |
$37K - $42.1K
|
12.2K
$687K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
650+ 2.21% |
$36.9K - $42K
|
30.1K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
643+ 4.29% |
$36.5K - $41.6K
|
15.6K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
642+ 4.59% |
$36.4K - $41.5K
|
14.6K
$826K
|