Purchases and Sales Made in Q1 2024 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q1 2024. 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, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 2.52% |
$24.4K - $29.5K
|
2.12K
$767K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 1.27% |
$23.4K - $28.4K
|
4K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
50+ 1.53% |
$23.4K - $28.4K
|
3.32K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
50+ 10.0% |
$23.4K - $28.4K
|
550
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 19.76% |
$23K - $27.8K
|
297
$108K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 490.0% |
$23K - $27.8K
|
59
$21.4K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
48+ 0.76% |
$22.5K - $27.2K
|
6.37K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 7.08% |
$22K - $26.7K
|
711
$258K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
46+ 0.72% |
$21.6K - $26.1K
|
6.45K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
45+ 61.64% |
$21.1K - $25.5K
|
118
$42.8K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
45+ 4.98% |
$21.1K - $25.5K
|
949
$344K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
43+ 5.16% |
$20.2K - $24.4K
|
877
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
42+ 116.67% |
$19.7K - $23.8K
|
78
$28.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42+ 3.42% |
$19.7K - $23.8K
|
1.27K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40+ 76.92% |
$18.8K - $22.7K
|
92
$33.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 79.59% |
$18.3K - $22.1K
|
88
$31.9K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37+ 3.84% |
$17.4K - $21K
|
1K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36+ 6.55% |
$16.9K - $20.4K
|
586
$213K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
34+ 0.74% |
$15.9K - $19.3K
|
4.61K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33+ 412.5% |
$15.5K - $18.7K
|
41
$14.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
31+ 0.26% |
$14.5K - $17.6K
|
12K
$4.37M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
31New |
$14.5K - $17.6K
|
31
$11.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30New |
$14.1K - $17K
|
30
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30New |
$14.1K - $17K
|
30
$10.9K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
30+ 0.09% |
$14.1K - $17K
|
34.1K
$12.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
29New |
$13.6K - $16.4K
|
29
$10.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 2.77% |
$13.1K - $15.9K
|
1.04K
$377K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
28+ 2.9% |
$13.1K - $15.9K
|
993
$360K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 4.32% |
$12.7K - $15.3K
|
652
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27+ 4.02% |
$12.7K - $15.3K
|
698
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
26+ 0.42% |
$12.2K - $14.7K
|
6.28K
$2.28M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 2.72% |
$12.2K - $14.7K
|
981
$356K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
26+ 5.75% |
$12.2K - $14.7K
|
478
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 32.47% |
$11.7K - $14.2K
|
102
$37K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24+ 2400.0% |
$11.3K - $13.6K
|
25
$9.07K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
23New |
$10.8K - $13K
|
23
$8.34K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$10.8K - $13K
|
23
$8.34K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23+ 5.04% |
$10.8K - $13K
|
479
$174K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 5.84% |
$10.3K - $12.5K
|
399
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 35.0% |
$9.85K - $11.9K
|
81
$29.4K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
20New |
$9.38K - $11.3K
|
20
$7.25K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$9.38K - $11.3K
|
20
$7.25K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
20+ 0.43% |
$9.38K - $11.3K
|
4.67K
$1.7M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
19+ 1.04% |
$8.91K - $10.8K
|
1.85K
$671K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 95.0% |
$8.91K - $10.8K
|
39
$14.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19+ 0.45% |
$8.91K - $10.8K
|
4.26K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19+ 1.35% |
$8.91K - $10.8K
|
1.43K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18+ 36.0% |
$8.44K - $10.2K
|
68
$24.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
18+ 0.73% |
$8.44K - $10.2K
|
2.48K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18New |
$8.44K - $10.2K
|
18
$6.53K
|