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 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
180New |
$46.9K - $72.9K
|
180
$42.5K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.28K- 58.44% |
$593K - $921K
|
1.62K
$382K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 23.79% |
$24.2K - $37.6K
|
298
$70.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-325- 21.16% |
$84.7K - $132K
|
1.21K
$286K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14New |
$3.65K - $5.67K
|
14
$3.3K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
30+ 300.0% |
$7.82K - $12.1K
|
40
$9.44K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
85New |
$22.1K - $34.4K
|
85
$20.1K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
635New |
$165K - $257K
|
635
$150K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
100New |
$26.1K - $40.5K
|
100
$23.6K
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
69+ 1.66% |
$18K - $27.9K
|
4.22K
$996K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-368- 30.11% |
$95.9K - $149K
|
854
$201K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-100- 50.0% |
$26.1K - $40.5K
|
100
$23.6K
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-152- 16.59% |
$39.6K - $61.5K
|
764
$180K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-759- 18.79% |
$198K - $307K
|
3.28K
$774K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
558New |
$145K - $226K
|
558
$132K
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.74K- 12.24% |
$715K - $1.11M
|
19.7K
$4.64M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 33.33% |
$2.34K - $3.64K
|
18
$4.25K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-280- 22.49% |
$72.9K - $113K
|
965
$228K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.5K- 74.65% |
$651K - $1.01M
|
849
$200K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100New |
$26.1K - $40.5K
|
100
$23.6K
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-215- 54.71% |
$56K - $87K
|
178
$42K
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-85- 4.57% |
$22.1K - $34.4K
|
1.77K
$418K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 1.3% |
$261 - $405
|
76
$17.9K
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-287- 6.23% |
$74.8K - $116K
|
4.32K
$1.02M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
635New |
$165K - $257K
|
635
$150K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-38- 2.4% |
$9.9K - $15.4K
|
1.55K
$365K
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.96KNew |
$770K - $1.2M
|
2.96K
$697K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
653New |
$170K - $264K
|
653
$154K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
90+ 9.72% |
$23.4K - $36.4K
|
1.02K
$240K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
602New |
$157K - $244K
|
602
$142K
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
40K+ 258.06% |
$10.4M - $16.2M
|
55.5K
$13.1M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
201+ 26.59% |
$52.4K - $81.4K
|
957
$226K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
630+ 10500.0% |
$164K - $255K
|
636
$150K
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-14.6K- 28.92% |
$3.8M - $5.9M
|
35.8K
$8.45M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
531New |
$138K - $215K
|
531
$125K
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-17- 1.56% |
$4.43K - $6.88K
|
1.07K
$253K
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
469+ 3.99% |
$122K - $190K
|
12.2K
$2.88M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
50New |
$13K - $20.2K
|
50
$11.8K
|
|
Jan 23, 2025
Q4 2024
|
Rule One Partners, LLC
Moreland, GA |
BUY
|
- |
7KNew |
$1.82M - $2.83M
|
7K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.09% |
$261 - $405
|
1.16K
$274K
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
601New |
$157K - $243K
|
601
$142K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
43New |
$11.2K - $17.4K
|
43
$10.1K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8New |
$2.08K - $3.24K
|
8
$1.89K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
601New |
$157K - $243K
|
601
$142K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-89- 8.61% |
$23.2K - $36K
|
945
$223K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 40.0% |
$1.04K - $1.62K
|
14
$3.3K
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
551New |
$144K - $223K
|
551
$130K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
743New |
$194K - $301K
|
743
$175K
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-366K- 59.86% |
$95.4M - $148M
|
246K
$57.9M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
49New |
$12.8K - $19.8K
|
49
$11.6K
|