Purchases and Sales Made in Q1 2023 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q1 2023. The information is specifically focused on institutions that hold shares of Ulta Beauty, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
30+ 2.63% |
$14.1K - $16.4K
|
1.17K
$397K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
29+ 3.52% |
$13.7K - $15.8K
|
853
$289K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
29+ 4.32% |
$13.7K - $15.8K
|
700
$237K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29New |
$13.7K - $15.8K
|
29
$9.81K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
28+ 5.09% |
$13.2K - $15.3K
|
578
$196K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 90.0% |
$12.7K - $14.7K
|
57
$19.3K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
26+ 1.78% |
$12.3K - $14.2K
|
1.49K
$503K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
25+ 1.18% |
$11.8K - $13.6K
|
2.14K
$723K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
25+ 2.19% |
$11.8K - $13.6K
|
1.16K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23+ 4.91% |
$10.8K - $12.6K
|
491
$166K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
22+ 4.82% |
$10.4K - $12K
|
478
$162K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
22+ 0.25% |
$10.4K - $12K
|
8.92K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
22+ 3.49% |
$10.4K - $12K
|
653
$221K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
21New |
$9.9K - $11.5K
|
21
$7.11K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 3.65% |
$9.43K - $10.9K
|
568
$192K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
20+ 0.08% |
$9.43K - $10.9K
|
26.2K
$8.86M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
20New |
$9.43K - $10.9K
|
20
$6.77K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
20+ 9.95% |
$9.43K - $10.9K
|
221
$74.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 51.28% |
$9.43K - $10.9K
|
59
$20K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19+ 1.39% |
$8.96K - $10.4K
|
1.39K
$469K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
19+ 3.42% |
$8.96K - $10.4K
|
575
$195K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 10.27% |
$8.96K - $10.4K
|
204
$69K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
19+ 1.29% |
$8.96K - $10.4K
|
1.49K
$504K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17+ 3.76% |
$8.02K - $9.28K
|
469
$159K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 42.5% |
$8.02K - $9.28K
|
57
$19.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
17+ 0.99% |
$8.02K - $9.28K
|
1.74K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16+ 0.37% |
$7.55K - $8.73K
|
4.37K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
16+ 21.33% |
$7.55K - $8.73K
|
91
$30.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
16+ 133.33% |
$7.55K - $8.73K
|
28
$9.47K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 136.36% |
$7.07K - $8.19K
|
26
$8.8K
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
15+ 0.74% |
$7.07K - $8.19K
|
2.05K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14+ 2.48% |
$6.6K - $7.64K
|
578
$196K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
13+ 2.33% |
$6.13K - $7.09K
|
570
$193K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13+ 1.18% |
$6.13K - $7.09K
|
1.12K
$378K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 31.71% |
$6.13K - $7.09K
|
54
$18.3K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 4.56% |
$5.66K - $6.55K
|
275
$93.1K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11New |
$5.19K - $6K
|
11
$3.72K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10+ 1.72% |
$4.72K - $5.46K
|
593
$201K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
10New |
$4.72K - $5.46K
|
10
$3.38K
|
|
|
Apr 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
10+ 0.82% |
$4.72K - $5.46K
|
1.23K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 34.48% |
$4.72K - $5.46K
|
39
$13.2K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8+ 3.6% |
$3.77K - $4.37K
|
230
$77.8K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.78% |
$3.3K - $3.82K
|
906
$307K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.54% |
$3.3K - $3.82K
|
1.3K
$441K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 8.24% |
$3.3K - $3.82K
|
92
$31.1K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 700.0% |
$3.3K - $3.82K
|
8
$2.71K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$3.3K - $3.82K
|
7
$2.37K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 2.96% |
$2.83K - $3.27K
|
209
$70.7K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$2.83K - $3.27K
|
6
$2.03K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.16% |
$2.36K - $2.73K
|
3.11K
$1.05M
|