Purchases and Sales Made in Q3 2023 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
199+ 20.93% |
$77.6K - $96.3K
|
1.15K
$415K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
195+ 1.35% |
$76K - $94.4K
|
14.7K
$5.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
185+ 14.0% |
$72.1K - $89.5K
|
1.51K
$543K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
179+ 8.66% |
$69.8K - $86.6K
|
2.25K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
178+ 35.18% |
$69.4K - $86.2K
|
684
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
175+ 6.59% |
$68.2K - $84.7K
|
2.83K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
175+ 26.12% |
$68.2K - $84.7K
|
845
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
173+ 3.55% |
$67.4K - $83.7K
|
5.04K
$1.82M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
164+ 7.98% |
$63.9K - $79.4K
|
2.22K
$800K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
164+ 3.08% |
$63.9K - $79.4K
|
5.49K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
157+ 38.86% |
$61.2K - $76K
|
561
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
157+ 8.23% |
$61.2K - $76K
|
2.06K
$744K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
157New |
$61.2K - $76K
|
157
$56.6K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
156+ 0.58% |
$60.8K - $75.5K
|
27.3K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
152+ 15.98% |
$59.2K - $73.6K
|
1.1K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
148+ 1.49% |
$57.7K - $71.6K
|
10.1K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
147+ 7.61% |
$57.3K - $71.2K
|
2.08K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
145+ 14500.0% |
$56.5K - $70.2K
|
146
$52.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 162.92% |
$56.5K - $70.2K
|
234
$84.3K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
143+ 1.96% |
$55.7K - $69.2K
|
7.44K
$2.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
140+ 3.79% |
$54.6K - $67.8K
|
3.84K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
138+ 8.23% |
$53.8K - $66.8K
|
1.82K
$654K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
130+ 2.98% |
$50.7K - $62.9K
|
4.49K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
127+ 25.4% |
$49.5K - $61.5K
|
627
$226K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
126+ 5.01% |
$49.1K - $61K
|
2.64K
$953K
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
125+ 9.95% |
$48.7K - $60.5K
|
1.38K
$498K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
121+ 9.81% |
$47.2K - $58.6K
|
1.35K
$488K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
120+ 18.93% |
$46.8K - $58.1K
|
754
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
118+ 2.17% |
$46K - $57.1K
|
5.55K
$2M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117+ 22.54% |
$45.6K - $56.6K
|
636
$229K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
116+ 7.36% |
$45.2K - $56.1K
|
1.69K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 42.91% |
$44.8K - $55.7K
|
383
$138K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 3.31% |
$44.8K - $55.7K
|
3.59K
$1.29M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 42.91% |
$44.8K - $55.7K
|
383
$138K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
107+ 0.12% |
$41.7K - $51.8K
|
91.6K
$33M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
106+ 24.04% |
$41.3K - $51.3K
|
547
$197K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 1.84% |
$39.4K - $48.9K
|
5.6K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
101+ 2.3% |
$39.4K - $48.9K
|
4.49K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 4.0% |
$39K - $48.4K
|
2.6K
$937K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
100New |
$39K - $48.4K
|
100
$36K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
98+ 11.92% |
$38.2K - $47.4K
|
920
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
96New |
$37.4K - $46.5K
|
96
$34.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
93+ 7.43% |
$36.2K - $45K
|
1.35K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
92+ 167.27% |
$35.9K - $44.5K
|
147
$53K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 21.15% |
$35.9K - $44.5K
|
527
$190K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
91+ 5.07% |
$35.5K - $44K
|
1.89K
$680K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
87+ 580.0% |
$33.9K - $42.1K
|
102
$36.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
80+ 11.11% |
$31.2K - $38.7K
|
800
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
80+ 7.5% |
$31.2K - $38.7K
|
1.15K
$413K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
80+ 13.01% |
$31.2K - $38.7K
|
695
$251K
|