Purchases and Sales Made in Q1 2024 in Lululemon Athletica Inc. (LULU)
This table provides information about the institutional ownership of Lululemon Athletica Inc. (LULU) during Q1 2024. The information is specifically focused on institutions that hold shares of lululemon athletica inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10+ 0.83% |
$3.86K - $5.05K
|
1.21K
$479K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10+ 3.46% |
$3.86K - $5.05K
|
299
$118K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10+ 1.65% |
$3.86K - $5.05K
|
616
$244K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 142.86% |
$3.86K - $5.05K
|
17
$6.72K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$3.86K - $5.05K
|
10
$3.95K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10+ 0.71% |
$3.86K - $5.05K
|
1.42K
$561K
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9+ 0.34% |
$3.48K - $4.55K
|
2.68K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 1.03% |
$3.48K - $4.55K
|
880
$348K
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
8+ 1.39% |
$3.09K - $4.04K
|
584
$231K
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
8+ 0.86% |
$3.09K - $4.04K
|
934
$369K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7+ 1.51% |
$2.7K - $3.54K
|
471
$186K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 1.06% |
$2.7K - $3.54K
|
669
$265K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
7New |
$2.7K - $3.54K
|
7
$2.77K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7New |
$2.7K - $3.54K
|
7
$2.77K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.04% |
$2.7K - $3.54K
|
16.1K
$6.35M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7+ 116.67% |
$2.7K - $3.54K
|
13
$5.14K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
7+ 0.68% |
$2.7K - $3.54K
|
1.04K
$409K
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
6+ 0.67% |
$2.32K - $3.03K
|
898
$355K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6+ 0.36% |
$2.32K - $3.03K
|
1.67K
$661K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6New |
$2.32K - $3.03K
|
6
$2.37K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$1.93K - $2.53K
|
5
$1.98K
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
5+ 0.63% |
$1.93K - $2.53K
|
805
$318K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 1.25% |
$1.93K - $2.53K
|
406
$161K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
5+ 0.71% |
$1.93K - $2.53K
|
713
$282K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 166.67% |
$1.93K - $2.53K
|
8
$3.16K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 3.21% |
$1.93K - $2.53K
|
161
$63.7K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.06% |
$1.54K - $2.02K
|
6.56K
$2.59M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 17.39% |
$1.54K - $2.02K
|
27
$10.7K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$1.54K - $2.02K
|
4
$1.58K
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
4+ 0.67% |
$1.54K - $2.02K
|
597
$236K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.59% |
$1.54K - $2.02K
|
678
$268K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 0.83% |
$1.54K - $2.02K
|
485
$192K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 30.0% |
$1.16K - $1.52K
|
13
$5.14K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 12.0% |
$1.16K - $1.52K
|
28
$11.1K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 75.0% |
$1.16K - $1.52K
|
7
$2.77K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3New |
$1.16K - $1.52K
|
3
$1.19K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 75.0% |
$1.16K - $1.52K
|
7
$2.77K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3+ 0.07% |
$1.16K - $1.52K
|
4.1K
$1.62M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 2.6% |
$772 - $1.01K
|
79
$31.2K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 2.7% |
$772 - $1.01K
|
76
$30.1K
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2+ 0.09% |
$772 - $1.01K
|
2.3K
$908K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$772 - $1.01K
|
2
$791
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$772 - $1.01K
|
2
$791
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 3.28% |
$772 - $1.01K
|
63
$24.9K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 200.0% |
$772 - $1.01K
|
3
$1.19K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2New |
$772 - $1.01K
|
2
$791
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1+ 2.5% |
$386 - $505
|
41
$16.2K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.69% |
$386 - $505
|
145
$57.3K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$386 - $505
|
1.53K
$606K
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
1+ 0.14% |
$386 - $505
|
702
$278K
|