Purchases and Sales Made in Q3 2024 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
82+ 1.73% |
$26.3K - $33.9K
|
4.83K
$2.3M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
82New |
$26.3K - $33.9K
|
82
$39K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
82New |
$26.3K - $33.9K
|
82
$39K
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
BUY
|
- |
79+ 0.26% |
$25.3K - $32.6K
|
31K
$14.8M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
77+ 0.09% |
$24.7K - $31.8K
|
90.4K
$43M
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
76+ 1.06% |
$24.4K - $31.4K
|
7.23K
$3.44M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 130.36% |
$23.4K - $30.1K
|
129
$61.3K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
72+ 1.58% |
$23.1K - $29.7K
|
4.64K
$2.21M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 40.94% |
$22.4K - $28.9K
|
241
$115K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
66+ 2.0% |
$21.2K - $27.3K
|
3.36K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
62+ 3.83% |
$19.9K - $25.6K
|
1.68K
$800K
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
60+ 2.1% |
$19.2K - $24.8K
|
2.92K
$1.39M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
58+ 10.8% |
$18.6K - $24K
|
595
$283K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
54New |
$17.3K - $22.3K
|
54
$25.7K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
51+ 154.55% |
$16.3K - $21.1K
|
84
$39.9K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50New |
$16K - $20.6K
|
50
$23.8K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
50+ 7.41% |
$16K - $20.6K
|
725
$345K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 151.52% |
$16K - $20.6K
|
83
$39.5K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
48+ 70.59% |
$15.4K - $19.8K
|
116
$55.2K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
46+ 7.44% |
$14.7K - $19K
|
664
$316K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
45+ 118.42% |
$14.4K - $18.6K
|
83
$39.5K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 47.87% |
$14.4K - $18.6K
|
139
$66.1K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
45+ 31.03% |
$14.4K - $18.6K
|
190
$90.4K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 22.45% |
$14.1K - $18.2K
|
240
$114K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
43+ 0.9% |
$13.8K - $17.8K
|
4.82K
$2.29M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
42+ 1.32% |
$13.5K - $17.3K
|
3.23K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42+ 0.78% |
$13.5K - $17.3K
|
5.41K
$2.57M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
40+ 39.6% |
$12.8K - $16.5K
|
141
$67.1K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
39+ 2.65% |
$12.5K - $16.1K
|
1.51K
$720K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38New |
$12.2K - $15.7K
|
38
$18.1K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.96% |
$11.2K - $14.5K
|
3.66K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
33+ 1650.0% |
$10.6K - $13.6K
|
35
$16.6K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
33+ 0.76% |
$10.6K - $13.6K
|
4.39K
$2.09M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32+ 3.95% |
$10.3K - $13.2K
|
842
$400K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
30New |
$9.62K - $12.4K
|
30
$14.3K
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
29+ 1.55% |
$9.3K - $12K
|
1.9K
$904K
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
29+ 1.82% |
$9.3K - $12K
|
1.63K
$773K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29New |
$9.3K - $12K
|
29
$13.8K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 4.67% |
$8.98K - $11.6K
|
627
$298K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27New |
$8.65K - $11.1K
|
27
$12.8K
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
26+ 4.17% |
$8.33K - $10.7K
|
650
$309K
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 371.43% |
$8.33K - $10.7K
|
33
$15.7K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 41.67% |
$8.01K - $10.3K
|
85
$40.4K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25New |
$8.01K - $10.3K
|
25
$11.9K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
24+ 120.0% |
$7.69K - $9.91K
|
44
$20.9K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 6.75% |
$6.73K - $8.67K
|
332
$158K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 11.56% |
$6.41K - $8.26K
|
193
$91.8K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$6.41K - $8.26K
|
20
$9.51K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19+ 0.44% |
$6.09K - $7.85K
|
4.35K
$2.07M
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
19+ 1.69% |
$6.09K - $7.85K
|
1.14K
$544K
|