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 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
62+ 30.85% |
$29.1K - $35.2K
|
263
$125K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
62New |
$29.1K - $35.2K
|
62
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
61+ 1.37% |
$28.6K - $34.6K
|
4.51K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
60New |
$28.1K - $34K
|
60
$28.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60+ 3.22% |
$28.1K - $34K
|
1.92K
$914K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
58+ 59.18% |
$27.2K - $32.9K
|
156
$74.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
57New |
$26.7K - $32.3K
|
57
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 1.54% |
$26.7K - $32.3K
|
3.75K
$1.78M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56+ 30.11% |
$26.3K - $31.8K
|
242
$115K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
53+ 3.52% |
$24.9K - $30.1K
|
1.56K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 2.52% |
$24.4K - $29.5K
|
2.12K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
50+ 10.0% |
$23.4K - $28.4K
|
550
$262K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
50+ 1.53% |
$23.4K - $28.4K
|
3.32K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 1.27% |
$23.4K - $28.4K
|
4K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 490.0% |
$23K - $27.8K
|
59
$28.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 19.76% |
$23K - $27.8K
|
297
$141K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
48+ 0.76% |
$22.5K - $27.2K
|
6.37K
$3.03M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 7.08% |
$22K - $26.7K
|
711
$338K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
46+ 0.72% |
$21.6K - $26.1K
|
6.45K
$3.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
45+ 61.64% |
$21.1K - $25.5K
|
118
$56.1K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
45+ 4.98% |
$21.1K - $25.5K
|
949
$451K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
43+ 5.16% |
$20.2K - $24.4K
|
877
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
42+ 116.67% |
$19.7K - $23.8K
|
78
$37.1K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42+ 3.42% |
$19.7K - $23.8K
|
1.27K
$603K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40+ 76.92% |
$18.8K - $22.7K
|
92
$43.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 79.59% |
$18.3K - $22.1K
|
88
$41.9K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
37+ 3.84% |
$17.4K - $21K
|
1K
$476K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36+ 6.55% |
$16.9K - $20.4K
|
586
$279K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
34+ 0.74% |
$15.9K - $19.3K
|
4.61K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33+ 412.5% |
$15.5K - $18.7K
|
41
$19.5K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
31New |
$14.5K - $17.6K
|
31
$14.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
31+ 0.26% |
$14.5K - $17.6K
|
12K
$5.73M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
30+ 0.09% |
$14.1K - $17K
|
34.1K
$16.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30New |
$14.1K - $17K
|
30
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30New |
$14.1K - $17K
|
30
$14.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
29New |
$13.6K - $16.4K
|
29
$13.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 2.77% |
$13.1K - $15.9K
|
1.04K
$495K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
28+ 2.9% |
$13.1K - $15.9K
|
993
$472K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27+ 4.02% |
$12.7K - $15.3K
|
698
$332K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 4.32% |
$12.7K - $15.3K
|
652
$310K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
26+ 5.75% |
$12.2K - $14.7K
|
478
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
26+ 0.42% |
$12.2K - $14.7K
|
6.28K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 2.72% |
$12.2K - $14.7K
|
981
$467K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
25+ 32.47% |
$11.7K - $14.2K
|
102
$48.5K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24+ 2400.0% |
$11.3K - $13.6K
|
25
$11.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
23New |
$10.8K - $13K
|
23
$10.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$10.8K - $13K
|
23
$10.9K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23+ 5.04% |
$10.8K - $13K
|
479
$228K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 5.84% |
$10.3K - $12.5K
|
399
$190K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 35.0% |
$9.85K - $11.9K
|
81
$38.5K
|