Purchases and Sales Made in Q2 2023 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
87+ 18.55% |
$35.1K - $48K
|
556
$204K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
85+ 9.26% |
$34.3K - $46.9K
|
1K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
84+ 23.53% |
$33.9K - $46.3K
|
441
$162K
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
83+ 5.94% |
$33.5K - $45.8K
|
1.48K
$542K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
82+ 17.48% |
$33.1K - $45.2K
|
551
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
78+ 18.48% |
$31.5K - $43K
|
500
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
78+ 2.66% |
$31.5K - $43K
|
3.01K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
77New |
$31.1K - $42.5K
|
77
$28.2K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76+ 17.16% |
$30.7K - $41.9K
|
519
$190K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 10.71% |
$29.9K - $40.8K
|
765
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
73+ 13.98% |
$29.5K - $40.3K
|
595
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
72+ 1.37% |
$29.1K - $39.7K
|
5.34K
$1.96M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70+ 318.18% |
$28.3K - $38.6K
|
92
$33.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69+ 0.68% |
$27.9K - $38K
|
10.2K
$3.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
66+ 2.63% |
$26.7K - $36.4K
|
2.58K
$945K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63+ 17.12% |
$25.4K - $34.7K
|
431
$158K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
57+ 1.66% |
$23K - $31.4K
|
3.48K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
56+ 4.25% |
$22.6K - $30.9K
|
1.37K
$503K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
55New |
$22.2K - $30.3K
|
55
$20.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
50New |
$20.2K - $27.6K
|
50
$18.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$20.2K - $27.6K
|
50
$18.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
50+ 6.93% |
$20.2K - $27.6K
|
772
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
48+ 22.33% |
$19.4K - $26.5K
|
263
$96.4K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
47+ 0.65% |
$19K - $25.9K
|
7.3K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
47+ 57.32% |
$19K - $25.9K
|
129
$47.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 19.42% |
$19K - $25.9K
|
289
$106K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
46+ 11.11% |
$18.6K - $25.4K
|
460
$169K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
46+ 219.05% |
$18.6K - $25.4K
|
67
$24.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
45+ 0.22% |
$18.2K - $24.8K
|
20.7K
$7.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
41+ 6.59% |
$16.6K - $22.6K
|
663
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41+ 157.69% |
$16.6K - $22.6K
|
67
$24.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
40+ 59.7% |
$16.2K - $22.1K
|
107
$39.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Nkcfo LLC
|
BUY
|
- |
40+ 33.33% |
$16.2K - $22.1K
|
160
$58.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
37+ 27.82% |
$14.9K - $20.4K
|
170
$62.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
35+ 5.67% |
$14.1K - $19.3K
|
652
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
33+ 0.19% |
$13.3K - $18.2K
|
17.6K
$6.46M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
30New |
$12.1K - $16.5K
|
30
$11K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
30+ 38.46% |
$12.1K - $16.5K
|
108
$39.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 1.68% |
$11.3K - $15.4K
|
1.69K
$620K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
28+ 1.0% |
$11.3K - $15.4K
|
2.82K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
26+ 41.27% |
$10.5K - $14.3K
|
89
$32.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24+ 4.2% |
$9.69K - $13.2K
|
596
$218K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23New |
$9.29K - $12.7K
|
23
$8.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
22+ 20.56% |
$8.88K - $12.1K
|
129
$47.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
22New |
$8.88K - $12.1K
|
22
$8.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 10.99% |
$8.08K - $11K
|
202
$74K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
20New |
$8.08K - $11K
|
20
$7.33K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19+ 11.38% |
$7.67K - $10.5K
|
186
$68.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
19New |
$7.67K - $10.5K
|
19
$6.96K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
18+ 0.72% |
$7.27K - $9.93K
|
2.52K
$925K
|