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 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
543New |
$196K - $278K
|
543
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
534New |
$192K - $273K
|
534
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
529New |
$191K - $270K
|
529
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
528New |
$190K - $270K
|
528
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
517New |
$186K - $264K
|
517
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
517New |
$186K - $264K
|
517
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
516New |
$186K - $264K
|
516
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
511New |
$184K - $261K
|
511
$204K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
508+ 19.71% |
$183K - $260K
|
3.09K
$1.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
507New |
$183K - $259K
|
507
$203K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
507New |
$183K - $259K
|
507
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
502+ 4183.33% |
$181K - $257K
|
514
$206K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
500New |
$180K - $256K
|
500
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500+ 38.46% |
$180K - $256K
|
1.8K
$720K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
500+ 2.65% |
$180K - $256K
|
19.4K
$7.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
500New |
$180K - $256K
|
500
$200K
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
500New |
$180K - $256K
|
500
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
500New |
$180K - $256K
|
500
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
500+ 33.33% |
$180K - $256K
|
2K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$180K - $256K
|
500
$200K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
497New |
$179K - $254K
|
497
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
496+ 11.14% |
$179K - $254K
|
4.95K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
496New |
$179K - $254K
|
496
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
490+ 142.86% |
$177K - $251K
|
833
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
486New |
$175K - $248K
|
486
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
486New |
$175K - $248K
|
486
$194K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
485New |
$175K - $248K
|
485
$194K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
484New |
$174K - $247K
|
484
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
482New |
$174K - $246K
|
482
$193K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
481+ 56.79% |
$173K - $246K
|
1.33K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
481New |
$173K - $246K
|
481
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
480+ 11.75% |
$173K - $245K
|
4.56K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
479+ 0.92% |
$173K - $245K
|
52.4K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
476New |
$172K - $243K
|
476
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
475+ 34.9% |
$171K - $243K
|
1.84K
$734K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
474+ 6.05% |
$171K - $242K
|
8.31K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
473New |
$170K - $242K
|
473
$189K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
469New |
$169K - $240K
|
469
$188K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
464New |
$167K - $237K
|
464
$186K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
461New |
$166K - $236K
|
461
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
460New |
$166K - $235K
|
460
$184K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
453New |
$163K - $232K
|
453
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
452New |
$163K - $231K
|
452
$181K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
450New |
$162K - $230K
|
450
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
450New |
$162K - $230K
|
450
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
450New |
$162K - $230K
|
450
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
449New |
$162K - $230K
|
449
$180K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
447+ 0.67% |
$161K - $229K
|
66.9K
$26.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
443New |
$160K - $227K
|
443
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
442New |
$159K - $226K
|
442
$177K
|