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 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.7K+ 554.49% |
$4M - $5.32M
|
12.7K
$6.03M
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
660New |
$245K - $326K
|
660
$314K
|
|
Feb 13, 2024
Q4 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$7.44M - $9.89M
|
20K
$9.51M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$372 - $495
|
1
$476
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-140- 5.94% |
$52.1K - $69.2K
|
2.22K
$1.05M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-269- 89.07% |
$100K - $133K
|
33
$15.7K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
331+ 7.97% |
$123K - $164K
|
4.48K
$2.13M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 62.96% |
$6.32K - $8.41K
|
44
$20.9K
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
4.7KNew |
$1.75M - $2.32M
|
4.7K
$2.24M
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-689- 46.55% |
$256K - $341K
|
791
$376K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.46K+ 73100.0% |
$544K - $723K
|
1.46K
$696K
|
|
Feb 12, 2024
Q4 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1K+ 27.03% |
$372K - $495K
|
4.7K
$2.24M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-827- 54.73% |
$308K - $409K
|
684
$325K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
460New |
$171K - $228K
|
460
$219K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
621New |
$231K - $307K
|
621
$295K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
43New |
$16K - $21.3K
|
43
$20.4K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11New |
$4.09K - $5.44K
|
11
$5.23K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 14.75% |
$3.35K - $4.45K
|
70
$33.3K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5New |
$1.86K - $2.47K
|
5
$2.38K
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8+ 1.41% |
$2.97K - $3.96K
|
577
$274K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
427New |
$159K - $211K
|
427
$203K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13New |
$4.83K - $6.43K
|
13
$6.18K
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
2.81K+ 552.85% |
$1.05M - $1.39M
|
3.32K
$1.58M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
100New |
$37.2K - $49.5K
|
100
$47.6K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
414New |
$154K - $205K
|
414
$197K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14New |
$5.21K - $6.92K
|
14
$6.66K
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
BUY
|
- |
23+ 14.37% |
$8.55K - $11.4K
|
183
$87K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
80New |
$29.7K - $39.6K
|
80
$38K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
889New |
$331K - $440K
|
889
$423K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
PUT |
2.5KNew |
$930K - $1.24M
|
2.5K
$1.19M
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
856New |
$318K - $423K
|
856
$407K
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
BUY
|
- |
461New |
$171K - $228K
|
461
$219K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
472New |
$176K - $233K
|
472
$224K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
6New |
$2.23K - $2.97K
|
6
$2.85K
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-387- 1.29% |
$144K - $191K
|
29.6K
$14.1M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2+ 1.06% |
$744 - $989
|
190
$90.4K
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-200- 20.0% |
$74.4K - $98.9K
|
800
$380K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-31- 4.46% |
$11.5K - $15.3K
|
664
$316K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$19K - $25.2K
|
51
$24.3K
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 7.85% |
$35K - $46.5K
|
1.29K
$614K
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-135- 6.94% |
$50.2K - $66.8K
|
1.81K
$861K
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-365- 29.92% |
$136K - $181K
|
855
$407K
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
630New |
$234K - $312K
|
630
$300K
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-4.7K- 27.65% |
$1.75M - $2.32M
|
12.3K
$5.85M
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
427New |
$159K - $211K
|
427
$203K
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1- 0.19% |
$372 - $495
|
533
$253K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-206- 98.56% |
$76.6K - $102K
|
3
$1.43K
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
418New |
$155K - $207K
|
418
$199K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
50New |
$18.6K - $24.7K
|
50
$23.8K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7+ 0.59% |
$2.6K - $3.46K
|
1.2K
$572K
|