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 $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
32
shares
|
$10,984
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
31
shares
|
$10,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$10,297
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
30
shares
|
$10,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
30
shares
|
$10,297
0.0% of portfolio
|
Q3 2024
Reduced 76.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
30
shares
|
$10,297
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
29
shares
|
$9,954
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
29
shares
|
$9,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
28
shares
|
$9,611
0.0% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$9,611
0.0% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
27
shares
|
$9,268
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
27
shares
|
$9,268
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
27
shares
|
$9,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
26
shares
|
$8,924
0.0% of portfolio
|
Q1 2022
Added 2500.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
26
shares
|
$8,924
0.01% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$8,581
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$8,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
25
shares
|
$8,581
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
25
shares
|
$8,581
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
25
shares
|
$8,581
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
24
shares
|
$8,238
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$8,238
0.0% of portfolio
|
Q4 2022
Added 166.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
23
shares
|
$7,894
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
23
shares
|
$7,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
23
shares
|
$7,894
0.0% of portfolio
|
Q3 2024
Reduced 14.81%
|