Latest Institutional Transactions on Ulta Beauty, Inc. (ULTA)
This table provides information on the latest institutional transactions involving Ulta Beauty, Inc. (ULTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.19K+ 76.57% |
$373K - $512K
|
2.74K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
131+ 11.67% |
$41.2K - $56.5K
|
1.25K
$596K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
338+ 2.96% |
$106K - $146K
|
11.8K
$5.6M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
216K+ 5116.95% |
$68M - $93.2M
|
220K
$105M
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
43+ 1.05% |
$13.5K - $18.5K
|
4.12K
$1.96M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
469+ 15.31% |
$147K - $202K
|
3.53K
$1.68M
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
350+ 4.99% |
$110K - $151K
|
7.36K
$3.5M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 2.27% |
$314 - $431
|
45
$21.4K
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
12+ 0.55% |
$3.77K - $5.18K
|
2.18K
$1.04M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
36.5K+ 26.99% |
$11.5M - $15.8M
|
172K
$81.8M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
491+ 4.88% |
$154K - $212K
|
10.6K
$5.02M
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
163+ 1.35% |
$51.3K - $70.3K
|
12.3K
$5.83M
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
2.75KNew |
$866K - $1.19M
|
2.75K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Rule One Partners, LLC
Moreland, GA |
SELL
|
- |
-500- 8.93% |
$157K - $216K
|
5.1K
$2.43M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
242+ 2.93% |
$76.1K - $104K
|
8.51K
$4.04M
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
1K+ 181.82% |
$314K - $431K
|
1.55K
$737K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-8- 28.57% |
$2.52K - $3.45K
|
20
$9.51K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-367- 18.66% |
$115K - $158K
|
1.6K
$761K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$314 - $431
|
1
$476
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 44.83% |
$4.09K - $5.61K
|
42
$20K
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
3.32KNew |
$1.04M - $1.43M
|
3.32K
$1.58M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-46- 1.32% |
$14.5K - $19.8K
|
3.44K
$1.63M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
290+ 119.34% |
$91.2K - $125K
|
533
$253K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-281- 2.56% |
$88.4K - $121K
|
10.7K
$5.09M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-88.5K- 96.05% |
$27.8M - $38.2M
|
3.64K
$1.73M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
810New |
$255K - $349K
|
810
$385K
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
303+ 25.74% |
$95.3K - $131K
|
1.48K
$704K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-17- 2.06% |
$5.35K - $7.33K
|
810
$385K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
888New |
$279K - $383K
|
888
$422K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
54+ 4.35% |
$17K - $23.3K
|
1.29K
$615K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-81- 10.47% |
$25.5K - $34.9K
|
693
$330K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$629 - $863
|
2
$951
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-334- 12.36% |
$105K - $144K
|
2.37K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-44- 1.25% |
$13.8K - $19K
|
3.49K
$1.66M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
644+ 32.51% |
$203K - $278K
|
2.63K
$1.25M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 178.38% |
$20.8K - $28.5K
|
103
$49K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-50- 29.41% |
$15.7K - $21.6K
|
120
$57.1K
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
298+ 1.71% |
$93.7K - $129K
|
17.7K
$8.41M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
53.8K+ 33.81% |
$16.9M - $23.2M
|
213K
$101M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7- 38.89% |
$2.2K - $3.02K
|
11
$5.23K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
35+ 2.26% |
$11K - $15.1K
|
1.59K
$754K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.42K+ 119.37% |
$1.08M - $1.48M
|
6.29K
$2.99M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-83- 5.75% |
$26.1K - $35.8K
|
1.36K
$647K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
101+ 3.19% |
$31.8K - $43.6K
|
3.27K
$1.56M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-35- 5.65% |
$11K - $15.1K
|
585
$278K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
304+ 1.04% |
$95.6K - $131K
|
29.7K
$14.1M
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
42+ 6.01% |
$13.2K - $18.1K
|
741
$352K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 0.58% |
$62.9K - $86.3K
|
34.2K
$16.2M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.59KNew |
$500K - $686K
|
1.59K
$756K
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
960New |
$302K - $414K
|
960
$457K
|