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 |
---|---|---|---|---|---|---|---|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
579+ 22.86% |
$226K - $280K
|
3.11K
$1.34M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
538New |
$210K - $260K
|
538
$231K
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
537New |
$209K - $260K
|
537
$231K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
525+ 45.1% |
$205K - $254K
|
1.69K
$726K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
264+ 44.59% |
$103K - $128K
|
856
$368K
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
250+ 52.08% |
$97.4K - $121K
|
730
$314K
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
205+ 7.32% |
$79.9K - $99.2K
|
3.01K
$1.29M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
157New |
$61.2K - $76K
|
157
$67.5K
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
80+ 11.11% |
$31.2K - $38.7K
|
800
$344K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
60+ 9.2% |
$23.4K - $29K
|
712
$306K
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
55+ 9.84% |
$21.4K - $26.6K
|
614
$264K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
51+ 364.29% |
$19.9K - $24.7K
|
65
$28K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.98% |
$19.5K - $24.2K
|
1.73K
$742K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
48+ 2.44% |
$18.7K - $23.2K
|
2.01K
$866K
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
38+ 4.35% |
$14.8K - $18.4K
|
912
$392K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
38+ 1.14% |
$14.8K - $18.4K
|
3.37K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
31New |
$12.1K - $15K
|
31
$13.3K
|
|
Nov 09, 2023
Q3 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
27New |
$10.5K - $13.1K
|
27
$11.6K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
26New |
$10.1K - $12.6K
|
26
$11.2K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
25+ 24.51% |
$9.74K - $12.1K
|
127
$54.6K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
25New |
$9.74K - $12.1K
|
25
$10.8K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
20+ 15.5% |
$7.79K - $9.68K
|
149
$64.1K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
20+ 3.46% |
$7.79K - $9.68K
|
598
$257K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
20+ 3.46% |
$7.79K - $9.68K
|
598
$257K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20+ 3.34% |
$7.79K - $9.68K
|
618
$266K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
18+ 1.31% |
$7.01K - $8.71K
|
1.4K
$600K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
15+ 12.1% |
$5.85K - $7.26K
|
139
$59.8K
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
11+ 0.74% |
$4.29K - $5.32K
|
1.49K
$642K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
8New |
$3.12K - $3.87K
|
8
$3.44K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$2.73K - $3.39K
|
7
$3.01K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6New |
$2.34K - $2.9K
|
6
$2.58K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5+ 50.0% |
$1.95K - $2.42K
|
15
$6.45K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 2.69% |
$1.95K - $2.42K
|
191
$82.1K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
5+ 0.49% |
$1.95K - $2.42K
|
1.04K
$445K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4New |
$1.56K - $1.94K
|
4
$1.72K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3New |
$1.17K - $1.45K
|
3
$1.29K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
3+ 37.5% |
$1.17K - $1.45K
|
11
$4.73K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$779 - $968
|
2
$860
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Coatue Management LLC
New York, NY |
BUY
|
- |
460KNew |
$186M - $254M
|
460K
$198M
|
|
Aug 14, 2023
Q2 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
119KNew |
$48M - $65.6M
|
119K
$51.2M
|
|
Aug 14, 2023
Q2 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
100KNew |
$40.4M - $55.1M
|
100K
$43M
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
50KNew |
$20.2M - $27.6M
|
50K
$21.5M
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
29KNew |
$11.7M - $16M
|
29K
$12.5M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
23K+ 8.62% |
$9.27M - $12.7M
|
289K
$124M
|
|
Aug 02, 2023
Q2 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
22.7KNew |
$9.17M - $12.5M
|
22.7K
$9.76M
|
|
Aug 08, 2023
Q2 2023
|
Freemont Management S.A.
|
BUY
|
- |
16KNew |
$6.46M - $8.82M
|
16K
$6.88M
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$5.09M - $6.95M
|
12.6K
$5.42M
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
10.4K+ 828.0% |
$4.18M - $5.71M
|
11.6K
$4.99M
|
|
Aug 14, 2023
Q2 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
10KNew |
$4.04M - $5.51M
|
10K
$4.3M
|
|
Aug 11, 2023
Q2 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
7.5KNew |
$3.03M - $4.14M
|
7.5K
$3.23M
|