Purchases and Sales Made in Q4 2023 in Lululemon Athletica Inc. (LULU)
This table provides information about the institutional ownership of Lululemon Athletica Inc. (LULU) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
322+ 51.77% |
$116K - $165K
|
944
$373K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
319+ 6.02% |
$115K - $163K
|
5.62K
$2.22M
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
304+ 30.55% |
$110K - $155K
|
1.3K
$514K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
300New |
$108K - $153K
|
300
$119K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
295+ 83.81% |
$106K - $151K
|
647
$256K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
295New |
$106K - $151K
|
295
$117K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
286New |
$103K - $146K
|
286
$113K
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
285+ 2.66% |
$103K - $146K
|
11K
$4.34M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
283New |
$102K - $145K
|
283
$112K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
266+ 7.96% |
$95.9K - $136K
|
3.61K
$1.43M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
265+ 14.19% |
$95.5K - $135K
|
2.13K
$844K
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
255+ 0.12% |
$91.9K - $130K
|
210K
$83.2M
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
243+ 11.61% |
$87.6K - $124K
|
2.34K
$924K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
241+ 19.04% |
$86.8K - $123K
|
1.51K
$596K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
240+ 2.97% |
$86.5K - $123K
|
8.32K
$3.29M
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
240+ 0.11% |
$86.5K - $123K
|
215K
$85.2M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
238+ 4.14% |
$85.8K - $122K
|
5.99K
$2.37M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
236+ 30.06% |
$85K - $121K
|
1.02K
$404K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
236+ 1.02% |
$85K - $121K
|
23.4K
$9.24M
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
225+ 17.7% |
$81.1K - $115K
|
1.5K
$592K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
225+ 5.58% |
$81.1K - $115K
|
4.26K
$1.68M
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
225+ 34.09% |
$81.1K - $115K
|
885
$350K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
221+ 5.82% |
$79.6K - $113K
|
4.02K
$1.59M
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
220+ 2.04% |
$79.3K - $112K
|
11K
$4.36M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
217+ 12.86% |
$78.2K - $111K
|
1.9K
$753K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
215+ 14.68% |
$77.5K - $110K
|
1.68K
$664K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 11.57% |
$76.4K - $108K
|
2.04K
$808K
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
211+ 1.71% |
$76K - $108K
|
12.6K
$4.98M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
206+ 9.89% |
$74.2K - $105K
|
2.29K
$905K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
204New |
$73.5K - $104K
|
204
$80.7K
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
203+ 4.01% |
$73.2K - $104K
|
5.27K
$2.08M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
203+ 22.71% |
$73.2K - $104K
|
1.1K
$434K
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
199+ 3.16% |
$71.7K - $102K
|
6.51K
$2.57M
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
197+ 6.57% |
$71K - $101K
|
3.2K
$1.26M
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
196+ 210.75% |
$70.6K - $100K
|
289
$114K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
191+ 2.25% |
$68.8K - $97.7K
|
8.67K
$3.43M
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
187+ 40.3% |
$67.4K - $95.6K
|
651
$257K
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
174New |
$62.7K - $89K
|
174
$68.8K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
174+ 23.64% |
$62.7K - $89K
|
910
$360K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
173+ 2.52% |
$62.3K - $88.5K
|
7.05K
$2.79M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
171+ 5.04% |
$61.6K - $87.4K
|
3.57K
$1.41M
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
170+ 6.64% |
$61.3K - $86.9K
|
2.73K
$1.08M
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
170+ 22.14% |
$61.3K - $86.9K
|
938
$371K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
168+ 10.94% |
$60.5K - $85.9K
|
1.7K
$673K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
168+ 9.35% |
$60.5K - $85.9K
|
1.97K
$777K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
165+ 2.17% |
$59.5K - $84.4K
|
7.77K
$3.07M
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
164+ 2.66% |
$59.1K - $83.9K
|
6.34K
$2.51M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
164+ 25.08% |
$59.1K - $83.9K
|
818
$323K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
162+ 1.91% |
$58.4K - $82.8K
|
8.66K
$3.42M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
161+ 29.87% |
$58K - $82.3K
|
700
$277K
|