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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
102+ 14.7% |
$38.4K - $54K
|
796
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
101+ 101.0% |
$38K - $53.4K
|
201
$95.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100+ 14.22% |
$37.6K - $52.9K
|
803
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
100+ 2.14% |
$37.6K - $52.9K
|
4.77K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
100New |
$37.6K - $52.9K
|
100
$47.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
100+ 8.5% |
$37.6K - $52.9K
|
1.28K
$607K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 95.24% |
$37.6K - $52.9K
|
205
$97.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
94New |
$35.4K - $49.7K
|
94
$44.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
93+ 38.43% |
$35K - $49.2K
|
335
$159K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
92+ 4.29% |
$34.6K - $48.7K
|
2.24K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
90+ 14.49% |
$33.9K - $47.6K
|
711
$338K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
87+ 111.54% |
$32.7K - $46K
|
165
$78.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
82New |
$30.8K - $43.4K
|
82
$39K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
81+ 3.16% |
$30.5K - $42.8K
|
2.64K
$1.26M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
80+ 3.23% |
$30.1K - $42.3K
|
2.56K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
80+ 2000.0% |
$30.1K - $42.3K
|
84
$39.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
78+ 487.5% |
$29.3K - $41.3K
|
94
$44.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
76+ 15.9% |
$28.6K - $40.2K
|
554
$263K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
75+ 192.31% |
$28.2K - $39.7K
|
114
$54.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
74+ 1.66% |
$27.8K - $39.1K
|
4.53K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
72+ 1.69% |
$27.1K - $38.1K
|
4.33K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
68+ 9.87% |
$25.6K - $36K
|
757
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
65New |
$24.4K - $34.4K
|
65
$30.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
61+ 0.67% |
$22.9K - $32.3K
|
9.21K
$4.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
60New |
$22.6K - $31.7K
|
60
$28.5K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
60+ 6.03% |
$22.6K - $31.7K
|
1.06K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$21.8K - $30.7K
|
58
$27.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
56+ 9.05% |
$21.1K - $29.6K
|
675
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56+ 3.95% |
$21.1K - $29.6K
|
1.47K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
55+ 2.19% |
$20.7K - $29.1K
|
2.57K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
55New |
$20.7K - $29.1K
|
55
$26.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
53+ 1.69% |
$19.9K - $28K
|
3.18K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51+ 45.95% |
$19.2K - $27K
|
162
$77K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
50New |
$18.8K - $26.5K
|
50
$23.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
50+ 3.23% |
$18.8K - $26.5K
|
1.6K
$759K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49+ 3.65% |
$18.4K - $25.9K
|
1.39K
$661K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
49+ 3.97% |
$18.4K - $25.9K
|
1.28K
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
49+ 1.12% |
$18.4K - $25.9K
|
4.42K
$2.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
47+ 2.38% |
$17.7K - $24.9K
|
2.02K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
42+ 4.19% |
$15.8K - $22.2K
|
1.04K
$496K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40+ 200.0% |
$15K - $21.2K
|
60
$28.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
BUY
|
- |
38+ 0.81% |
$14.3K - $20.1K
|
4.74K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
37+ 2.54% |
$13.9K - $19.6K
|
1.49K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36+ 3.04% |
$13.5K - $19K
|
1.22K
$581K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 4.98% |
$12.4K - $17.5K
|
695
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
33+ 1.84% |
$12.4K - $17.5K
|
1.83K
$868K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33+ 0.95% |
$12.4K - $17.5K
|
3.5K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33+ 94.29% |
$12.4K - $17.5K
|
68
$32.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33+ 6.76% |
$12.4K - $17.5K
|
521
$248K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
32+ 1600.0% |
$12K - $16.9K
|
34
$16.2K
|