Purchases and Sales Made in Q2 2024 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
229+ 15.35% |
$86.1K - $121K
|
1.72K
$628K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
204+ 50.12% |
$76.7K - $108K
|
611
$223K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
202+ 2.1% |
$76K - $107K
|
9.8K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
202+ 33.55% |
$76K - $107K
|
804
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
200+ 12.04% |
$75.2K - $106K
|
1.86K
$680K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 3.13% |
$75.2K - $106K
|
6.59K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
197+ 9.65% |
$74.1K - $104K
|
2.24K
$818K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
192+ 8.58% |
$72.2K - $102K
|
2.43K
$887K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
186+ 37.58% |
$70K - $98.4K
|
681
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
183+ 28.46% |
$68.8K - $96.8K
|
826
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
182+ 5.86% |
$68.5K - $96.3K
|
3.29K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
181+ 5.03% |
$68.1K - $95.8K
|
3.78K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
180+ 3.47% |
$67.7K - $95.2K
|
5.37K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
178+ 16.59% |
$67K - $94.2K
|
1.25K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173New |
$65.1K - $91.5K
|
173
$63.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
173+ 3.03% |
$65.1K - $91.5K
|
5.88K
$2.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
172+ 8.94% |
$64.7K - $91K
|
2.1K
$765K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
172+ 312.73% |
$64.7K - $91K
|
227
$82.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
170+ 2.43% |
$63.9K - $89.9K
|
7.15K
$2.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
170+ 653.85% |
$63.9K - $89.9K
|
196
$71.6K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
168New |
$63.2K - $88.9K
|
168
$61.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
168+ 2.52% |
$63.2K - $88.9K
|
6.83K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
164+ 32.93% |
$61.7K - $86.8K
|
662
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
161+ 7.51% |
$60.6K - $85.2K
|
2.31K
$842K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
155+ 2.43% |
$58.3K - $82K
|
6.53K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
151+ 4.67% |
$56.8K - $79.9K
|
3.39K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
147+ 20.05% |
$55.3K - $77.8K
|
880
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
142+ 35.95% |
$53.4K - $75.1K
|
537
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
139+ 5.27% |
$52.3K - $73.5K
|
2.78K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
139+ 9.27% |
$52.3K - $73.5K
|
1.64K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
138+ 0.92% |
$51.9K - $73K
|
15.2K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
137New |
$51.5K - $72.5K
|
137
$50K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
136+ 21.83% |
$51.2K - $71.9K
|
759
$277K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130+ 191.18% |
$48.9K - $68.8K
|
198
$72.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
126+ 3.57% |
$47.4K - $66.7K
|
3.66K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
122+ 8.53% |
$45.9K - $64.5K
|
1.55K
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
122+ 4.17% |
$45.9K - $64.5K
|
3.05K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
119+ 7.64% |
$44.8K - $63K
|
1.68K
$612K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
117+ 0.56% |
$44K - $61.9K
|
20.9K
$7.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
112+ 37.71% |
$42.1K - $59.2K
|
409
$149K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
110New |
$41.4K - $58.2K
|
110
$40.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 1.06% |
$40.2K - $56.6K
|
10.2K
$3.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
106+ 2.18% |
$39.9K - $56.1K
|
4.97K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
104+ 1.58% |
$39.1K - $55K
|
6.67K
$2.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
102+ 14.7% |
$38.4K - $54K
|
796
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
101+ 101.0% |
$38K - $53.4K
|
201
$73.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 95.24% |
$37.6K - $52.9K
|
205
$74.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 8.5% |
$37.6K - $52.9K
|
1.28K
$466K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
100+ 2.14% |
$37.6K - $52.9K
|
4.77K
$1.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$37.6K - $52.9K
|
100
$36.5K
|