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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.6% |
$3.53K - $4.54K
|
1.84K
$622K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.8% |
$962 - $1.24K
|
379
$128K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-28- 93.33% |
$8.98K - $11.6K
|
2
$677
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.24M+ 180712.98% |
$397M - $511M
|
1.24M
$419M
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
411+ 15.73% |
$132K - $170K
|
3.02K
$1.02M
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
3.95K+ 28.77% |
$1.27M - $1.63M
|
17.7K
$5.99M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 10.26% |
$1.28K - $1.65K
|
35
$11.8K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-179- 1.78% |
$57.4K - $73.9K
|
9.87K
$3.34M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$6.41K - $8.26K
|
20
$6.77K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-6.17K- 84.87% |
$1.98M - $2.55M
|
1.1K
$372K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-16.7K- 87.45% |
$5.35M - $6.9M
|
2.4K
$811K
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
9.96K+ 26.89% |
$3.19M - $4.11M
|
47K
$15.9M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.96% |
$11.2K - $14.5K
|
3.66K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-1.58K- 41.28% |
$506K - $652K
|
2.25K
$760K
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-50- 1.67% |
$16K - $20.6K
|
2.95K
$998K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.76K- 99.39% |
$885K - $1.14M
|
17
$5.75K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-377- 46.77% |
$121K - $156K
|
429
$145K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
732+ 22.27% |
$235K - $302K
|
4.02K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-178- 21.98% |
$57.1K - $73.5K
|
632
$214K
|
|
Oct 21, 2024
Q3 2024
|
Courant Investment Management LLC
|
BUY
|
- |
12K+ 109.09% |
$3.85M - $4.96M
|
23K
$7.78M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 33.33% |
$1.28K - $1.65K
|
8
$2.71K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
58+ 10.8% |
$18.6K - $24K
|
595
$201K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17- 0.8% |
$5.45K - $7.02K
|
2.1K
$711K
|
|
Oct 18, 2024
Q3 2024
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
65K+ 14.4% |
$20.8M - $26.8M
|
516K
$175M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.55K+ 18.86% |
$1.14M - $1.47M
|
22.4K
$7.57M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-871- 1.92% |
$279K - $360K
|
44.4K
$15M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 50.0% |
$641 - $826
|
2
$677
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-718- 18.92% |
$230K - $296K
|
3.08K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
278+ 0.65% |
$89.1K - $115K
|
42.9K
$14.5M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15New |
$4.81K - $6.19K
|
15
$5.08K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.11K+ 63.03% |
$678K - $873K
|
5.47K
$1.85M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11- 0.71% |
$3.53K - $4.54K
|
1.54K
$522K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13New |
$4.17K - $5.37K
|
13
$4.4K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
43+ 0.9% |
$13.8K - $17.8K
|
4.82K
$1.63M
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
91+ 1.8% |
$29.2K - $37.6K
|
5.14K
$1.74M
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
29+ 1.55% |
$9.3K - $12K
|
1.9K
$643K
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33+ 0.76% |
$10.6K - $13.6K
|
4.39K
$1.49M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.85K+ 231.04% |
$592K - $762K
|
2.65K
$895K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-644- 83.2% |
$206K - $266K
|
130
$44K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 22.45% |
$14.1K - $18.2K
|
240
$81.2K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-26- 2.87% |
$8.33K - $10.7K
|
879
$297K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 3.95% |
$10.3K - $13.2K
|
842
$285K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
678+ 32.35% |
$217K - $280K
|
2.77K
$939K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
552New |
$177K - $228K
|
552
$187K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
257+ 19.68% |
$82.4K - $106K
|
1.56K
$529K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
314+ 24.49% |
$101K - $130K
|
1.6K
$540K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 50.0% |
$1.28K - $1.65K
|
12
$4.06K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.86KNew |
$596K - $768K
|
1.86K
$629K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.17K+ 15.41% |
$374K - $482K
|
8.74K
$2.96M
|