Purchases and Sales Made in Q4 2024 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
17+ 2.26% |
$5.75K - $7.59K
|
770
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 2.11% |
$5.41K - $7.14K
|
775
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 3.73% |
$5.41K - $7.14K
|
445
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
15+ 2.23% |
$5.08K - $6.69K
|
689
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15+ 2.31% |
$5.08K - $6.69K
|
663
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 375.0% |
$5.08K - $6.69K
|
19
$9.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
14+ 1.22% |
$4.74K - $6.25K
|
1.16K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
14New |
$4.74K - $6.25K
|
14
$6.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14+ 0.48% |
$4.74K - $6.25K
|
2.93K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 433.33% |
$4.4K - $5.8K
|
16
$7.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 1.59% |
$4.4K - $5.8K
|
832
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.64% |
$4.06K - $5.35K
|
169
$80.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$4.06K - $5.35K
|
12
$5.71K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 7.48% |
$3.72K - $4.91K
|
158
$75.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$3.72K - $4.91K
|
11
$5.23K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10New |
$3.38K - $4.46K
|
10
$4.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.5% |
$3.38K - $4.46K
|
2.01K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
10New |
$3.38K - $4.46K
|
10
$4.76K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 11.54% |
$3.05K - $4.02K
|
87
$41.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 23.68% |
$3.05K - $4.02K
|
47
$22.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9New |
$3.05K - $4.02K
|
9
$4.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
9+ 60.0% |
$3.05K - $4.02K
|
24
$11.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9New |
$3.05K - $4.02K
|
9
$4.28K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
9+ 0.07% |
$3.05K - $4.02K
|
13.7K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8+ 0.23% |
$2.71K - $3.57K
|
3.55K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8New |
$2.71K - $3.57K
|
8
$3.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 40.0% |
$2.71K - $3.57K
|
28
$13.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 8.08% |
$2.71K - $3.57K
|
107
$50.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 100.0% |
$2.71K - $3.57K
|
16
$7.61K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 23.33% |
$2.37K - $3.12K
|
37
$17.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 15.91% |
$2.37K - $3.12K
|
51
$24.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7New |
$2.37K - $3.12K
|
7
$3.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 0.98% |
$2.37K - $3.12K
|
718
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7+ 5.26% |
$2.37K - $3.12K
|
140
$66.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 36.84% |
$2.37K - $3.12K
|
26
$12.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 200.0% |
$2.03K - $2.68K
|
9
$4.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.12% |
$2.03K - $2.68K
|
5.15K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.56% |
$2.03K - $2.68K
|
1.07K
$509K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 12.0% |
$2.03K - $2.68K
|
56
$26.6K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.09% |
$2.03K - $2.68K
|
6.6K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.77% |
$1.69K - $2.23K
|
652
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.08% |
$1.69K - $2.23K
|
6.04K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 7.14% |
$1.35K - $1.78K
|
60
$28.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4+ 0.38% |
$1.35K - $1.78K
|
1.06K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4+ 0.15% |
$1.35K - $1.78K
|
2.76K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.35K - $1.78K
|
4
$1.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$1.35K - $1.78K
|
4
$1.9K
|