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 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
78+ 4.33% |
$28.1K - $39.9K
|
1.88K
$752K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
77+ 3.39% |
$27.7K - $39.4K
|
2.35K
$940K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
76New |
$27.4K - $38.9K
|
76
$30.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
76+ 12.6% |
$27.4K - $38.9K
|
679
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
75+ 5.22% |
$27K - $38.3K
|
1.51K
$605K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
71+ 92.21% |
$25.6K - $36.3K
|
148
$59.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
71+ 0.95% |
$25.6K - $36.3K
|
7.58K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
71+ 3.59% |
$25.6K - $36.3K
|
2.05K
$820K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
70+ 0.67% |
$25.2K - $35.8K
|
10.5K
$4.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
67+ 4.24% |
$24.1K - $34.3K
|
1.65K
$659K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
60New |
$21.6K - $30.7K
|
60
$24K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
60+ 1.71% |
$21.6K - $30.7K
|
3.57K
$1.43M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60New |
$21.6K - $30.7K
|
60
$24K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
59+ 67.05% |
$21.3K - $30.2K
|
147
$58.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
59+ 6.36% |
$21.3K - $30.2K
|
986
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
59+ 2950.0% |
$21.3K - $30.2K
|
61
$24.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
58+ 6.88% |
$20.9K - $29.7K
|
901
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
57+ 0.81% |
$20.5K - $29.1K
|
7.06K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
BUY
|
- |
57+ 1.19% |
$20.5K - $29.1K
|
4.86K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
56+ 4.35% |
$20.2K - $28.6K
|
1.34K
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 13.04% |
$18.4K - $26.1K
|
442
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50New |
$18K - $25.6K
|
50
$20K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
50+ 5.3% |
$18K - $25.6K
|
994
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 5.32% |
$18K - $25.6K
|
989
$396K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
50New |
$18K - $25.6K
|
50
$20K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
46+ 1.99% |
$16.6K - $23.5K
|
2.36K
$943K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
45+ 4.34% |
$16.2K - $23K
|
1.08K
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45+ 3.9% |
$16.2K - $23K
|
1.2K
$480K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
44+ 15.94% |
$15.9K - $22.5K
|
320
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 5.91% |
$15.9K - $22.5K
|
788
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44+ 15.94% |
$15.9K - $22.5K
|
320
$128K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
43+ 36.13% |
$15.5K - $22K
|
162
$64.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
43+ 16.35% |
$15.5K - $22K
|
306
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
42+ 600.0% |
$15.1K - $21.5K
|
49
$19.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
42+ 1.44% |
$15.1K - $21.5K
|
2.97K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
42+ 1.03% |
$15.1K - $21.5K
|
4.12K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 3.12% |
$14.4K - $20.5K
|
1.32K
$529K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
40New |
$14.4K - $20.5K
|
40
$16K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
40New |
$14.4K - $20.5K
|
40
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
39+ 1.01% |
$14.1K - $19.9K
|
3.9K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
38+ 50.67% |
$13.7K - $19.4K
|
113
$45.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
BUY
|
- |
37+ 0.06% |
$13.3K - $18.9K
|
57K
$22.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
35+ 1.59% |
$12.6K - $17.9K
|
2.24K
$896K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
35+ 2.82% |
$12.6K - $17.9K
|
1.28K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
35+ 4.05% |
$12.6K - $17.9K
|
899
$360K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
35+ 2.82% |
$12.6K - $17.9K
|
1.28K
$510K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
34New |
$12.3K - $17.4K
|
34
$13.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34New |
$12.3K - $17.4K
|
34
$13.6K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
34New |
$12.3K - $17.4K
|
34
$13.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
33New |
$11.9K - $16.9K
|
33
$13.2K
|