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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
34.9KNew |
$11.8M - $15.6M
|
34.9K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
462New |
$156K - $206K
|
462
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 9.09% |
$338 - $446
|
10
$4.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
288+ 7.82% |
$97.5K - $129K
|
3.97K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 94.12% |
$27.1K - $35.7K
|
165
$78.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
21New |
$7.11K - $9.37K
|
21
$9.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 12.0% |
$15.2K - $20.1K
|
330
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.08KNew |
$704K - $928K
|
2.08K
$989K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
19.4K+ 3218.87% |
$6.58M - $8.68M
|
20K
$9.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4New |
$1.35K - $1.78K
|
4
$1.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.39KNew |
$808K - $1.07M
|
2.39K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
123New |
$41.6K - $54.9K
|
123
$58.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-47- 5.56% |
$15.9K - $21K
|
799
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-11- 0.41% |
$3.72K - $4.91K
|
2.64K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2New |
$677 - $892
|
2
$951
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
493New |
$167K - $220K
|
493
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
75+ 1.76% |
$25.4K - $33.5K
|
4.34K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 7.41% |
$67.7K - $89.2K
|
2.5K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
500+ 44.48% |
$169K - $223K
|
1.62K
$772K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 50.0% |
$338 - $446
|
3
$1.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$338 - $446
|
1
$476
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.65% |
$338 - $446
|
155
$73.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100New |
$33.8K - $44.6K
|
100
$47.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
477New |
$161K - $213K
|
477
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.43K- 84.3% |
$485K - $640K
|
267
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-980- 83.05% |
$332K - $437K
|
200
$95.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-33- 94.29% |
$11.2K - $14.7K
|
2
$951
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
6.89KNew |
$2.33M - $3.07M
|
6.89K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-287- 34.09% |
$97.1K - $128K
|
555
$264K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-275- 18.58% |
$93.1K - $123K
|
1.21K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.39KNew |
$807K - $1.06M
|
2.39K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$914K - $1.2M
|
2.7K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$4.06K - $5.35K
|
12
$5.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
390+ 0.64% |
$132K - $174K
|
61.7K
$29.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
65+ 1.04% |
$22K - $29K
|
6.35K
$3.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.4K- 73.79% |
$474K - $626K
|
498
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
300New |
$102K - $134K
|
300
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-8.73K- 99.86% |
$2.95M - $3.89M
|
12
$5.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-76- 13.01% |
$25.7K - $33.9K
|
508
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.29K- 55.15% |
$435K - $573K
|
1.05K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
18New |
$6.09K - $8.03K
|
18
$8.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-72- 9.73% |
$24.4K - $32.1K
|
668
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
946+ 4.91% |
$320K - $422K
|
20.2K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-48- 8.82% |
$16.2K - $21.4K
|
496
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 23.38% |
$6.09K - $8.03K
|
59
$28.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Courant Investment Management LLC
|
BUY
|
- |
3.17K+ 13.8% |
$1.07M - $1.42M
|
26.2K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 200.0% |
$2.03K - $2.68K
|
9
$4.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
165+ 10.34% |
$55.8K - $73.6K
|
1.76K
$837K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-5.84K- 50.31% |
$1.97M - $2.6M
|
5.76K
$2.74M
|