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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
588New |
$237K - $324K
|
588
$280K
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
587+ 12.44% |
$237K - $324K
|
5.31K
$2.52M
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
582+ 56.18% |
$235K - $321K
|
1.62K
$769K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
568New |
$229K - $313K
|
568
$270K
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
555New |
$224K - $306K
|
555
$264K
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
507+ 246.12% |
$205K - $280K
|
713
$339K
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
500New |
$202K - $276K
|
500
$238K
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
495New |
$200K - $273K
|
495
$235K
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
489New |
$197K - $270K
|
489
$233K
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
466+ 30.44% |
$188K - $257K
|
2K
$950K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
434New |
$175K - $239K
|
434
$206K
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
252+ 122.33% |
$102K - $139K
|
458
$218K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
246+ 111.31% |
$99.3K - $136K
|
467
$222K
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
112+ 24.45% |
$45.2K - $61.8K
|
570
$271K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
PUT |
100New |
$40.4K - $55.1K
|
100
$47.6K
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
82+ 17.48% |
$33.1K - $45.2K
|
551
$262K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78+ 2.66% |
$31.5K - $43K
|
3.01K
$1.43M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
66+ 2.63% |
$26.7K - $36.4K
|
2.58K
$1.23M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$20.2K - $27.6K
|
50
$23.8K
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
33+ 0.19% |
$13.3K - $18.2K
|
17.6K
$8.39M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23New |
$9.29K - $12.7K
|
23
$10.9K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22New |
$8.88K - $12.1K
|
22
$10.5K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
20New |
$8.08K - $11K
|
20
$9.51K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
17New |
$6.87K - $9.37K
|
17
$8.08K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
9+ 0.27% |
$3.63K - $4.96K
|
3.36K
$1.6M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$2.42K - $3.31K
|
6
$2.85K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5+ 41.67% |
$2.02K - $2.76K
|
17
$8.08K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$2.02K - $2.76K
|
5
$2.38K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5New |
$2.02K - $2.76K
|
5
$2.38K
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$2.02K - $2.76K
|
5
$2.38K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$808 - $1.1K
|
2
$951
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
58.4KNew |
$27.5M - $31.9M
|
58.4K
$27.8M
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
43.3K+ 42.26% |
$20.4M - $23.6M
|
146K
$69.3M
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
25.9KNew |
$12.2M - $14.1M
|
25.9K
$12.3M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.7K+ 285.13% |
$8.82M - $10.2M
|
25.2K
$12M
|
|
May 12, 2023
Q1 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
12KNew |
$5.67M - $6.56M
|
12K
$5.71M
|
|
May 11, 2023
Q1 2023
|
Monaco Asset Management Sam
|
BUY
|
CALL |
10KNew |
$4.72M - $5.46M
|
10K
$4.76M
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
5.02K+ 264.8% |
$2.37M - $2.74M
|
6.91K
$3.29M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.23KNew |
$1.99M - $2.31M
|
4.23K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.75KNew |
$1.77M - $2.04M
|
3.75K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.56KNew |
$1.21M - $1.39M
|
2.56K
$1.22M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 14.53% |
$1.08M - $1.25M
|
18K
$8.58M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
2.1KNew |
$990K - $1.15M
|
2.1K
$999K
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
1.8KNew |
$849K - $982K
|
1.8K
$856K
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.41K+ 3.73% |
$666K - $770K
|
39.2K
$18.7M
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
1.13KNew |
$535K - $619K
|
1.13K
$539K
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.08K+ 270.0% |
$509K - $589K
|
1.48K
$704K
|
|
May 12, 2023
Q1 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1.07KNew |
$504K - $583K
|
1.07K
$508K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.01KNew |
$478K - $553K
|
1.01K
$482K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
813New |
$383K - $444K
|
813
$387K
|