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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-149- 14.97% |
$46.9K - $64.3K
|
846
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
87+ 10.39% |
$27.4K - $37.5K
|
924
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-63- 1.06% |
$19.8K - $27.2K
|
5.89K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-19- 2.17% |
$5.97K - $8.2K
|
856
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-442K- 99.73% |
$139M - $191M
|
1.21K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-700- 28.57% |
$220K - $302K
|
1.75K
$832K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-76- 1.05% |
$23.9K - $32.8K
|
7.15K
$3.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
973New |
$306K - $420K
|
973
$463K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-767- 57.45% |
$241K - $331K
|
568
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$314 - $431
|
1
$476
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-170- 1.41% |
$53.5K - $73.3K
|
11.9K
$5.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 133.33% |
$2.52K - $3.45K
|
14
$6.66K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-229- 8.13% |
$72K - $98.8K
|
2.59K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
726+ 8.25% |
$228K - $313K
|
9.52K
$4.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7+ 0.23% |
$2.2K - $3.02K
|
3.04K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
79New |
$24.8K - $34.1K
|
79
$37.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.81K+ 193.78% |
$568K - $779K
|
2.74K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
117New |
$36.8K - $50.5K
|
117
$55.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6+ 85.71% |
$1.89K - $2.59K
|
13
$6.18K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 0.71% |
$4.72K - $6.47K
|
2.11K
$1M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.64KNew |
$516K - $707K
|
1.64K
$780K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
67+ 0.37% |
$21.1K - $28.9K
|
18.2K
$8.66M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-338- 30.81% |
$106K - $146K
|
759
$361K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
31New |
$9.75K - $13.4K
|
31
$14.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-304- 45.37% |
$95.6K - $131K
|
366
$174K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 40.0% |
$629 - $863
|
7
$3.33K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5+ 2.54% |
$1.57K - $2.16K
|
202
$96.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
519+ 20.21% |
$163K - $224K
|
3.09K
$1.47M
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.12K+ 2.95% |
$352K - $482K
|
39K
$18.5M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
58K+ 9.7% |
$19.6M - $25.9M
|
656K
$312M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 9.44% |
$370K - $488K
|
12.7K
$6.03M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-5.21K- 69.71% |
$1.76M - $2.33M
|
2.27K
$1.08M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.36K- 7.37% |
$2.49M - $3.28M
|
92.5K
$44M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
437+ 10.14% |
$148K - $195K
|
4.75K
$2.26M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
3.9KNew |
$1.32M - $1.74M
|
3.9K
$1.85M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
524New |
$177K - $234K
|
524
$249K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9New |
$3.05K - $4.02K
|
9
$4.28K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-802- 25.57% |
$271K - $358K
|
2.34K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-355- 42.62% |
$120K - $158K
|
478
$227K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45New |
$15.2K - $20.1K
|
45
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 0.98% |
$493K - $650K
|
147K
$69.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
668New |
$226K - $298K
|
668
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
2.24KNew |
$757K - $998K
|
2.24K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
765New |
$259K - $341K
|
765
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
135KNew |
$45.7M - $60.2M
|
135K
$64.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9.26K- 78.11% |
$3.13M - $4.13M
|
2.6K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
9.5KNew |
$3.21M - $4.24M
|
9.5K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
33New |
$11.2K - $14.7K
|
33
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-52K- 97.8% |
$17.6M - $23.2M
|
1.17K
$555K
|
|