Institutional Ownership Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA). We have compiled data on the 1,106 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
578
shares
|
$195,583
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
577
shares
|
$195,245
0.06% of portfolio
|
Q3 2024
Reduced 59.65%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
570
shares
|
$192,876
0.18% of portfolio
|
Q3 2023
Reduced 39.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
570
shares
|
$192,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
568
shares
|
$192,199
0.01% of portfolio
|
Q3 2024
Reduced 30.65%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
560
shares
|
$189,492
0.07% of portfolio
|
Q1 2024
Added 1.63%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
560
shares
|
$189,492
0.04% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
552
shares
|
$186,785
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
550
shares
|
$186,109
0.0% of portfolio
|
Q1 2023
Reduced 26.67%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
550
shares
|
$186,109
0.02% of portfolio
|
Q1 2019
Added 9.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
545
shares
|
$184,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
544
shares
|
$184,078
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
542
shares
|
$183,401
0.0% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$183,401
0.0% of portfolio
|
Q3 2024
Reduced 87.44%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
541
shares
|
$183,063
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
526
shares
|
$177,987
0.01% of portfolio
|
Q3 2024
Reduced 27.95%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
525
shares
|
$177,649
0.05% of portfolio
|
Q2 2024
Reduced 14.63%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
524
shares
|
$177,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
523
shares
|
$176,972
0.1% of portfolio
|
Q3 2022
Reduced 2.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
508
shares
|
$171,897
0.06% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
504
shares
|
$170,543
0.06% of portfolio
|
Q3 2024
Added 41.97%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
500
shares
|
$169,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
495
shares
|
$167,498
0.16% of portfolio
|
Q3 2024
Reduced 89.98%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
495
shares
|
$167,498
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
483
shares
|
$163,437
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|