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 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-320- 9.11% |
$83.4K - $130K
|
3.19K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
632New |
$165K - $256K
|
632
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.78KNew |
$464K - $721K
|
1.78K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16New |
$4.17K - $6.48K
|
16
$3.77K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-13- 5.44% |
$3.39K - $5.26K
|
226
$53.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10New |
$2.61K - $4.05K
|
10
$2.36K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
567New |
$148K - $230K
|
567
$134K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
578New |
$151K - $234K
|
578
$136K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.92K+ 43.54% |
$759K - $1.18M
|
9.61K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$261 - $405
|
1
$236
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
600New |
$156K - $243K
|
600
$142K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
26.4K+ 3093.21% |
$6.88M - $10.7M
|
27.3K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1K+ 15.94% |
$261K - $405K
|
7.27K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 85.71% |
$7.82K - $12.1K
|
5
$1.18K
|
|
|
Jan 15, 2025
Q4 2024
|
Sib LLC
|
SELL
|
- |
-4.19K- 8.31% |
$1.09M - $1.7M
|
46.3K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
545New |
$142K - $221K
|
545
$129K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
576New |
$150K - $233K
|
576
$136K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
593New |
$154K - $240K
|
593
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-30- 12.0% |
$7.82K - $12.1K
|
220
$51.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.21K- 56.18% |
$316K - $491K
|
947
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.66K- 89.64% |
$1.74M - $2.7M
|
770
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
580New |
$151K - $235K
|
580
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
653New |
$170K - $264K
|
653
$154K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 28.57% |
$521 - $810
|
5
$1.18K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
624New |
$163K - $253K
|
624
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.55K- 99.42% |
$403K - $626K
|
9
$2.12K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-205- 80.39% |
$53.4K - $83K
|
50
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
874New |
$228K - $354K
|
874
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
543New |
$141K - $220K
|
543
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
600New |
$156K - $243K
|
600
$142K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
700+ 28.39% |
$182K - $283K
|
3.17K
$747K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
600New |
$156K - $243K
|
600
$142K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
577New |
$150K - $234K
|
577
$136K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
50+ 6.49% |
$13K - $20.2K
|
820
$193K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-638- 62.73% |
$166K - $258K
|
379
$89.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
249New |
$64.9K - $101K
|
249
$58.7K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-15- 4.92% |
$3.91K - $6.07K
|
290
$68.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-247- 0.82% |
$64.4K - $100K
|
29.8K
$7.04M
|
|
| Q3 2024 | |||||||
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
751New |
$175K - $227K
|
751
$177K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.31K+ 33.59% |
$538K - $697K
|
9.17K
$2.16M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-468- 11.01% |
$109K - $142K
|
3.78K
$892K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
48+ 137.14% |
$11.2K - $14.5K
|
83
$19.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13.6K+ 1935.86% |
$3.16M - $4.1M
|
14.3K
$3.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5+ 10.0% |
$1.17K - $1.51K
|
55
$13K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
880New |
$205K - $266K
|
880
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2New |
$467 - $605
|
2
$472
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.14KNew |
$734K - $950K
|
3.14K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-334K- 55.92% |
$78M - $101M
|
263K
$62.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.86KNew |
$1.6M - $2.08M
|
6.86K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.9KNew |
$2.56M - $3.31M
|
10.9K
$2.58M
|
|