Latest Institutional Transactions on Lululemon Athletica Inc. (LULU)
This table provides information on the latest institutional transactions involving Lululemon Athletica Inc. (LULU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
423New |
$152K - $216K
|
423
$147K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
225+ 17.7% |
$81.1K - $115K
|
1.5K
$520K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
173+ 2.52% |
$62.3K - $88.5K
|
7.05K
$2.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-28- 75.68% |
$10.1K - $14.3K
|
9
$3.13K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
500New |
$180K - $256K
|
500
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.19% |
$360 - $511
|
525
$183K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
674New |
$243K - $345K
|
674
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
187+ 40.3% |
$67.4K - $95.6K
|
651
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
434New |
$156K - $222K
|
434
$151K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
507New |
$183K - $259K
|
507
$176K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
400New |
$144K - $205K
|
400
$139K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
416New |
$150K - $213K
|
416
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.68% |
$1.44K - $2.05K
|
587
$204K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-283- 24.17% |
$102K - $145K
|
888
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 20.0% |
$360 - $511
|
4
$1.39K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-66K- 82.26% |
$23.8M - $33.8M
|
14.2K
$4.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
220+ 2.04% |
$79.3K - $112K
|
11K
$3.83M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$360 - $511
|
1
$348
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
115New |
$41.4K - $58.8K
|
115
$40K
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
800+ 41.03% |
$288K - $409K
|
2.75K
$956K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
217+ 12.86% |
$78.2K - $111K
|
1.9K
$662K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
426New |
$154K - $218K
|
426
$148K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
80New |
$28.8K - $40.9K
|
80
$27.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
408New |
$147K - $209K
|
408
$142K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
430New |
$155K - $220K
|
430
$150K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.86KNew |
$670K - $950K
|
1.86K
$647K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
771+ 55.83% |
$278K - $394K
|
2.15K
$748K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5- 5.75% |
$1.8K - $2.56K
|
82
$28.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
400New |
$144K - $205K
|
400
$139K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
619New |
$223K - $316K
|
619
$215K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21+ 3.8% |
$7.57K - $10.7K
|
573
$199K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
426New |
$154K - $218K
|
426
$148K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
507New |
$183K - $259K
|
507
$176K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
44+ 15.94% |
$15.9K - $22.5K
|
320
$111K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
752New |
$271K - $384K
|
752
$262K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.17K- 25.62% |
$422K - $598K
|
3.4K
$1.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
397New |
$143K - $203K
|
397
$138K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
450New |
$162K - $230K
|
450
$157K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
469New |
$169K - $240K
|
469
$163K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
500New |
$180K - $256K
|
500
$174K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-33- 10.0% |
$11.9K - $13.3K
|
297
$103K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.48K- 38.35% |
$893K - $1M
|
3.99K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 44.44% |
$4.32K - $4.85K
|
15
$5.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
59+ 0.93% |
$21.3K - $23.8K
|
6.4K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Shellback Capital, LP
Boston, MA |
BUY
|
- |
28K+ 164.71% |
$10.1M - $11.3M
|
45K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11New |
$3.96K - $4.45K
|
11
$3.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-635K- 73.09% |
$229M - $257M
|
234K
$81.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
144+ 9.54% |
$51.9K - $58.2K
|
1.65K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-6.62K- 36.84% |
$2.39M - $2.68M
|
11.4K
$3.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
8KNew |
$2.88M - $3.23M
|
8K
$2.78M
|
|