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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 3.57% |
$37.6K - $52.9K
|
2.7K
$914K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
15New |
$5.64K - $7.94K
|
15
$5.08K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2New |
$752 - $1.06K
|
2
$677
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-144- 1.34% |
$54.2K - $76.2K
|
10.6K
$3.58M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-75- 5.59% |
$28.2K - $39.7K
|
1.27K
$429K
|
|
Jul 24, 2024
Q2 2024
|
North Growth Management Ltd.
|
BUY
|
- |
8K+ 66.67% |
$3.01M - $4.23M
|
20K
$6.77M
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 1.06% |
$40.2K - $56.6K
|
10.2K
$3.44M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$376 - $529
|
1
$338
|
|
Jul 22, 2024
Q2 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.5K+ 37.97% |
$564K - $794K
|
5.45K
$1.84M
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-87- 2.45% |
$32.7K - $46K
|
3.47K
$1.17M
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 2.0% |
$1.88K - $2.65K
|
255
$86.3K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
94New |
$35.4K - $49.7K
|
94
$31.8K
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.08K- 4.29% |
$783K - $1.1M
|
46.4K
$15.7M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.57K- 99.88% |
$2.47M - $3.48M
|
8
$2.71K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6+ 0.18% |
$2.26K - $3.17K
|
3.35K
$1.13M
|
|
Jul 18, 2024
Q2 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
9.18KNew |
$3.45M - $4.86M
|
9.18K
$3.11M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$752 - $1.06K
|
2
$677
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.69K- 71.28% |
$636K - $894K
|
681
$230K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$37.6K - $52.9K
|
100
$33.8K
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
8.4K+ 5.56% |
$3.16M - $4.44M
|
159K
$54M
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
244+ 17.39% |
$91.8K - $129K
|
1.65K
$557K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
549New |
$207K - $290K
|
549
$186K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75+ 192.31% |
$28.2K - $39.7K
|
114
$38.6K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14- 1.28% |
$5.27K - $7.41K
|
1.08K
$365K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
60New |
$22.6K - $31.7K
|
60
$20.3K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$2.63K - $3.7K
|
7
$2.37K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
110New |
$41.4K - $58.2K
|
110
$37.2K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-125- 97.66% |
$47K - $66.1K
|
3
$1.02K
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-520- 16.4% |
$196K - $275K
|
2.65K
$897K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$376 - $529
|
1
$338
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
136+ 21.83% |
$51.2K - $71.9K
|
759
$257K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 37.5% |
$1.13K - $1.59K
|
11
$3.72K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
142+ 35.95% |
$53.4K - $75.1K
|
537
$182K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 6.92% |
$75.2K - $106K
|
2.69K
$911K
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$498K - $700K
|
1.32K
$448K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
275+ 66.27% |
$103K - $145K
|
690
$233K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10- 28.57% |
$3.76K - $5.29K
|
25
$8.46K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-191- 93.17% |
$71.8K - $101K
|
14
$4.74K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.95K+ 1880.38% |
$2.99M - $4.21M
|
8.38K
$2.83M
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
900+ 157.89% |
$339K - $476K
|
1.47K
$497K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 95.24% |
$37.6K - $52.9K
|
205
$69.4K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9- 30.0% |
$3.39K - $4.76K
|
21
$7.11K
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-172- 18.86% |
$64.7K - $91K
|
740
$250K
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.13% |
$376 - $529
|
751
$254K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-18- 2.84% |
$6.77K - $9.52K
|
615
$208K
|
|
Jul 11, 2024
Q2 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-130- 3.26% |
$48.9K - $68.8K
|
3.86K
$1.3M
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
19.4KNew |
$7.32M - $10.3M
|
19.4K
$6.58M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-289- 69.81% |
$109K - $153K
|
125
$42.3K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 12.0% |
$1.13K - $1.59K
|
28
$9.47K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-46- 6.52% |
$17.3K - $24.3K
|
660
$223K
|