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
|
Heritage Wealth Advisors
|
SELL
|
- |
-41- 61.19% |
$14.8K - $21K
|
26
$10.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-41- 4.5% |
$14.8K - $21K
|
871
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-42- 35.29% |
$15.1K - $21.5K
|
77
$30.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-44- 0.35% |
$15.9K - $22.5K
|
12.5K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-45- 2.62% |
$16.2K - $23K
|
1.67K
$661K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-46- 5.15% |
$16.6K - $23.5K
|
848
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-46- 4.28% |
$16.6K - $23.5K
|
1.03K
$407K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-47- 15.51% |
$16.9K - $24K
|
256
$101K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-48- 3.29% |
$17.3K - $24.5K
|
1.41K
$557K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 74.63% |
$18K - $25.6K
|
17
$6.72K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-51- 3.13% |
$18.4K - $26.1K
|
1.58K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-51- 16.78% |
$18.4K - $26.1K
|
253
$100K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-55- 7.01% |
$19.8K - $28.1K
|
730
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-57- 2.2% |
$20.5K - $29.1K
|
2.53K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-58- 0.93% |
$20.9K - $29.7K
|
6.18K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 7.01% |
$20.9K - $29.7K
|
769
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-58- 0.81% |
$20.9K - $29.7K
|
7.13K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-59- 10.44% |
$21.3K - $30.2K
|
506
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 12.02% |
$21.6K - $30.7K
|
439
$174K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-60- 8.1% |
$21.6K - $30.7K
|
681
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-62- 8.27% |
$22.3K - $31.7K
|
688
$272K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-62- 2.5% |
$22.3K - $31.7K
|
2.42K
$958K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-62- 8.41% |
$22.3K - $31.7K
|
675
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-62- 1.66% |
$22.3K - $31.7K
|
3.66K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-69- 0.09% |
$24.9K - $35.3K
|
75.5K
$29.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-69- 12.08% |
$24.9K - $35.3K
|
502
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-70- 0.59% |
$25.2K - $35.8K
|
11.9K
$4.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-73- 5.35% |
$26.3K - $37.3K
|
1.29K
$511K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-75- 4.36% |
$27K - $38.3K
|
1.64K
$650K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-81- 5.23% |
$29.2K - $41.4K
|
1.47K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-81- 11.16% |
$29.2K - $41.4K
|
645
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-91- 4.5% |
$32.8K - $46.5K
|
1.93K
$764K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-94- 12.42% |
$33.9K - $48.1K
|
663
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-96- 3.24% |
$34.6K - $49.1K
|
2.87K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-96- 1.65% |
$34.6K - $49.1K
|
5.71K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-97- 4.31% |
$35K - $49.6K
|
2.15K
$851K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-100- 14.29% |
$36K - $51.1K
|
600
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-100- 14.95% |
$36K - $51.1K
|
569
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-100- 5.71% |
$36K - $51.1K
|
1.65K
$653K
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 16.18% |
$36K - $51.1K
|
518
$205K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-101- 9.52% |
$36.4K - $51.6K
|
960
$380K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-101- 4.22% |
$36.4K - $51.6K
|
2.3K
$908K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-101- 6.41% |
$36.4K - $51.6K
|
1.47K
$583K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-109- 4.82% |
$39.3K - $55.7K
|
2.15K
$851K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-115- 1.76% |
$41.4K - $58.8K
|
6.4K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-123- 11.87% |
$44.3K - $62.9K
|
913
$361K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-124- 3.46% |
$44.7K - $63.4K
|
3.46K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-125- 8.15% |
$45K - $63.9K
|
1.41K
$557K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-125- 14.2% |
$45K - $63.9K
|
755
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-128- 4.96% |
$46.1K - $65.4K
|
2.45K
$970K
|