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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-98- 15.31% |
$46.2K - $53.5K
|
542
$183K
|
|
|
May 11, 2023
Q1 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-8.39K- 29.65% |
$3.96M - $4.58M
|
19.9K
$6.73M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
58.4KNew |
$27.5M - $31.9M
|
58.4K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.08K+ 270.0% |
$509K - $589K
|
1.48K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-246- 20.33% |
$116K - $134K
|
964
$326K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
384New |
$181K - $210K
|
384
$130K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85New |
$40.1K - $46.4K
|
85
$28.8K
|
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-200- 26.67% |
$94.3K - $109K
|
550
$186K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5.02K+ 264.8% |
$2.37M - $2.74M
|
6.91K
$2.34M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
44+ 7.6% |
$20.8K - $24K
|
623
$211K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 15.96% |
$35.4K - $40.9K
|
395
$134K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
414New |
$195K - $226K
|
414
$140K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-480- 16.63% |
$226K - $262K
|
2.41K
$814K
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
375New |
$177K - $205K
|
375
$127K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.86% |
$1.89K - $2.18K
|
462
$156K
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-212- 7.13% |
$100K - $116K
|
2.76K
$934K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
379New |
$179K - $207K
|
379
$128K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
42+ 3.79% |
$19.8K - $22.9K
|
1.15K
$389K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
90+ 11.15% |
$42.4K - $49.1K
|
897
$304K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$2.83K - $3.27K
|
6
$2.03K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
10New |
$4.72K - $5.46K
|
10
$3.38K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
678+ 31.06% |
$320K - $370K
|
2.86K
$968K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.65% |
$472 - $546
|
155
$52.4K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-131- 13.26% |
$61.8K - $71.5K
|
857
$290K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-115- 21.58% |
$54.2K - $62.8K
|
418
$141K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.2% |
$943 - $1.09K
|
1.01K
$342K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29New |
$13.7K - $15.8K
|
29
$9.81K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
409New |
$193K - $223K
|
409
$138K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 14.53% |
$1.08M - $1.25M
|
18K
$6.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
38New |
$17.9K - $20.7K
|
38
$12.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 19.05% |
$47.2K - $54.6K
|
425
$144K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-159- 4.94% |
$75K - $86.8K
|
3.06K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-89- 10.56% |
$42K - $48.6K
|
754
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-159- 5.44% |
$75K - $86.8K
|
2.77K
$936K
|
|
|
Apr 25, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
534New |
$252K - $291K
|
534
$181K
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.8KNew |
$849K - $982K
|
1.8K
$609K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-68- 1.63% |
$32.1K - $37.1K
|
4.11K
$1.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-2.7K- 23.08% |
$1.27M - $1.47M
|
9K
$3.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
387New |
$183K - $211K
|
387
$131K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$3.3K - $3.82K
|
7
$2.37K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
28+ 5.09% |
$13.2K - $15.3K
|
578
$196K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
42New |
$19.8K - $22.9K
|
42
$14.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$23.6K - $27.3K
|
50
$16.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 3.73% |
$11.8K - $13.6K
|
645
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
859New |
$405K - $469K
|
859
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-4- 8.16% |
$1.89K - $2.18K
|
45
$15.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.96K+ 301.54% |
$923K - $1.07M
|
2.61K
$882K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-250- 20.0% |
$118K - $136K
|
1K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$943 - $1.09K
|
2
$677
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 2.37% |
$23.6K - $27.3K
|
2.16K
$730K
|