Latest Institutional Purchases of Lululemon Athletica Inc. (LULU)
This list provides information on the latest institutional transactions involving Lululemon Athletica Inc. (LULU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
619New |
$223K - $316K
|
619
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
600New |
$216K - $307K
|
600
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
551New |
$199K - $282K
|
551
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
534New |
$192K - $273K
|
534
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
507New |
$183K - $259K
|
507
$176K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
507New |
$183K - $259K
|
507
$176K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
500New |
$180K - $256K
|
500
$174K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
500New |
$180K - $256K
|
500
$174K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
500New |
$180K - $256K
|
500
$174K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
500New |
$180K - $256K
|
500
$174K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
486New |
$175K - $248K
|
486
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
476New |
$172K - $243K
|
476
$166K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
473New |
$170K - $242K
|
473
$165K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
469New |
$169K - $240K
|
469
$163K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
461New |
$166K - $236K
|
461
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
452New |
$163K - $231K
|
452
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
450New |
$162K - $230K
|
450
$157K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
450New |
$162K - $230K
|
450
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
449New |
$162K - $230K
|
449
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
437New |
$157K - $223K
|
437
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
436New |
$157K - $223K
|
436
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
434New |
$156K - $222K
|
434
$151K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
430New |
$155K - $220K
|
430
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
426New |
$154K - $218K
|
426
$148K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
426New |
$154K - $218K
|
426
$148K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
426New |
$154K - $218K
|
426
$148K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
423New |
$152K - $216K
|
423
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
421New |
$152K - $215K
|
421
$146K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
416New |
$150K - $213K
|
416
$145K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
408New |
$147K - $209K
|
408
$142K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
401New |
$145K - $205K
|
401
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
PUT |
400New |
$144K - $205K
|
400
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
400New |
$144K - $205K
|
400
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
400New |
$144K - $205K
|
400
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
400New |
$144K - $205K
|
400
$139K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
400New |
$144K - $205K
|
400
$139K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
397New |
$143K - $203K
|
397
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
395New |
$142K - $202K
|
395
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
295New |
$106K - $151K
|
295
$103K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
286New |
$103K - $146K
|
286
$99.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
243+ 11.61% |
$87.6K - $124K
|
2.34K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
236+ 1.02% |
$85K - $121K
|
23.4K
$8.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
225+ 34.09% |
$81.1K - $115K
|
885
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
225+ 17.7% |
$81.1K - $115K
|
1.5K
$520K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
220+ 2.04% |
$79.3K - $112K
|
11K
$3.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
217+ 12.86% |
$78.2K - $111K
|
1.9K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
211+ 1.71% |
$76K - $108K
|
12.6K
$4.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
187+ 40.3% |
$67.4K - $95.6K
|
651
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
174+ 23.64% |
$62.7K - $89K
|
910
$317K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
173+ 2.52% |
$62.3K - $88.5K
|
7.05K
$2.45M
|