Purchases and Sales Made in Q4 2023 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
29+ 1.18% |
$10.8K - $14.3K
|
2.49K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
29New |
$10.8K - $14.3K
|
29
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
28+ 3.9% |
$10.4K - $13.8K
|
746
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 46.67% |
$10.4K - $13.8K
|
88
$41.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
28+ 2.36% |
$10.4K - $13.8K
|
1.22K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
26+ 4.15% |
$9.67K - $12.9K
|
653
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
26+ 0.96% |
$9.67K - $12.9K
|
2.74K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
25+ 14.2% |
$9.3K - $12.4K
|
201
$95.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
24+ 1.07% |
$8.92K - $11.9K
|
2.27K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
23+ 0.82% |
$8.55K - $11.4K
|
2.83K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Nkcfo LLC
|
BUY
|
- |
23+ 14.37% |
$8.55K - $11.4K
|
183
$87K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22New |
$8.18K - $10.9K
|
22
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
21+ 2.05% |
$7.81K - $10.4K
|
1.04K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
21+ 3.94% |
$7.81K - $10.4K
|
554
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
21+ 41.18% |
$7.81K - $10.4K
|
72
$34.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
20+ 29.85% |
$7.44K - $9.89K
|
87
$41.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
20New |
$7.44K - $9.89K
|
20
$9.51K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 18.52% |
$7.44K - $9.89K
|
128
$60.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20+ 2.46% |
$7.44K - $9.89K
|
834
$397K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20New |
$7.44K - $9.89K
|
20
$9.51K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
19+ 1.19% |
$7.07K - $9.4K
|
1.62K
$768K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
19+ 1.32% |
$7.07K - $9.4K
|
1.46K
$692K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 62.96% |
$6.32K - $8.41K
|
44
$20.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
15New |
$5.58K - $7.42K
|
15
$7.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$5.58K - $7.42K
|
15
$7.13K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15New |
$5.58K - $7.42K
|
15
$7.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15+ 6.82% |
$5.58K - $7.42K
|
235
$112K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14New |
$5.21K - $6.92K
|
14
$6.66K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14New |
$5.21K - $6.92K
|
14
$6.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.99% |
$4.83K - $6.43K
|
1.33K
$631K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13New |
$4.83K - $6.43K
|
13
$6.18K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
13New |
$4.83K - $6.43K
|
13
$6.18K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 3.54% |
$4.83K - $6.43K
|
380
$181K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 11.54% |
$4.46K - $5.94K
|
116
$55.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11New |
$4.09K - $5.44K
|
11
$5.23K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$4.09K - $5.44K
|
11
$5.23K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 220.0% |
$4.09K - $5.44K
|
16
$7.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11+ 14.86% |
$4.09K - $5.44K
|
85
$40.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$4.09K - $5.44K
|
11
$5.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11New |
$4.09K - $5.44K
|
11
$5.23K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$3.72K - $4.95K
|
10
$4.76K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
10+ 50.0% |
$3.72K - $4.95K
|
30
$14.3K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$3.72K - $4.95K
|
10
$4.76K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$3.35K - $4.45K
|
9
$4.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 14.75% |
$3.35K - $4.45K
|
70
$33.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8+ 1.41% |
$2.97K - $3.96K
|
577
$274K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.08% |
$2.97K - $3.96K
|
204
$97K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8+ 4.08% |
$2.97K - $3.96K
|
204
$97K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
8+ 0.03% |
$2.97K - $3.96K
|
30.9K
$14.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8+ 0.21% |
$2.97K - $3.96K
|
3.73K
$1.77M
|