Latest Institutional Purchases of Ulta Beauty, Inc. (ULTA)
This list provides information on the latest institutional transactions involving Ulta Beauty, Inc. (ULTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
600New |
$226K - $317K
|
600
$308K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
594New |
$223K - $314K
|
594
$305K
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
551New |
$207K - $291K
|
551
$283K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
526+ 28.71% |
$198K - $278K
|
2.36K
$1.21M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
275+ 66.27% |
$103K - $145K
|
690
$355K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
244+ 17.39% |
$91.8K - $129K
|
1.65K
$846K
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
168New |
$63.2K - $88.9K
|
168
$86.3K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
142+ 35.95% |
$53.4K - $75.1K
|
537
$276K
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 1.06% |
$40.2K - $56.6K
|
10.2K
$5.22M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104+ 1.58% |
$39.1K - $55K
|
6.67K
$3.43M
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 95.24% |
$37.6K - $52.9K
|
205
$105K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
94New |
$35.4K - $49.7K
|
94
$48.3K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
82New |
$30.8K - $43.4K
|
82
$42.1K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
68+ 9.87% |
$25.6K - $36K
|
757
$389K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$24.4K - $34.4K
|
65
$33.4K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
60New |
$22.6K - $31.7K
|
60
$30.8K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$21.8K - $30.7K
|
58
$29.8K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
55New |
$20.7K - $29.1K
|
55
$28.3K
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
53+ 1.69% |
$19.9K - $28K
|
3.18K
$1.64M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33+ 0.95% |
$12.4K - $17.5K
|
3.5K
$1.8M
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
27+ 5.42% |
$10.2K - $14.3K
|
525
$270K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22+ 4.17% |
$8.28K - $11.6K
|
549
$282K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18New |
$6.77K - $9.52K
|
18
$9.25K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17New |
$6.39K - $8.99K
|
17
$8.74K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
16New |
$6.02K - $8.46K
|
16
$8.22K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
15New |
$5.64K - $7.94K
|
15
$7.71K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9New |
$3.39K - $4.76K
|
9
$4.62K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7New |
$2.63K - $3.7K
|
7
$3.6K
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
6New |
$2.26K - $3.17K
|
6
$3.08K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5New |
$1.88K - $2.65K
|
5
$2.57K
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
5+ 2.0% |
$1.88K - $2.65K
|
255
$131K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4+ 7.27% |
$1.5K - $2.12K
|
59
$30.3K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3New |
$1.13K - $1.59K
|
3
$1.54K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3+ 30.0% |
$1.13K - $1.59K
|
13
$6.68K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 12.0% |
$1.13K - $1.59K
|
28
$14.4K
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2+ 0.34% |
$752 - $1.06K
|
584
$300K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2New |
$752 - $1.06K
|
2
$1.03K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$752 - $1.06K
|
2
$1.03K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1New |
$376 - $529
|
1
$514
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$376 - $529
|
6
$3.08K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 5.56% |
$376 - $529
|
19
$9.76K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$376 - $529
|
1
$514
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$376 - $529
|
1
$514
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.13% |
$376 - $529
|
751
$386K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
136KNew |
$63.7M - $77.1M
|
136K
$69.8M
|
|
May 15, 2024
Q1 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
PUT |
100KNew |
$46.9M - $56.7M
|
100K
$51.4M
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
45KNew |
$21.1M - $25.5M
|
45K
$23.1M
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
45KNew |
$21.1M - $25.5M
|
45K
$23.1M
|
|
May 13, 2024
Q1 2024
|
Forest Avenue Capital Management LP
Coconut Grove, FL |
BUY
|
- |
42.9KNew |
$20.1M - $24.3M
|
42.9K
$22M
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
42.3KNew |
$19.8M - $24M
|
42.3K
$21.7M
|