Latest Institutional Transactions on Ulta Beauty, Inc. (ULTA)
This table provides information on the latest institutional transactions involving Ulta Beauty, Inc. (ULTA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-158- 10.58% |
$53.5K - $70.5K
|
1.34K
$466K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
20.6K+ 1454.99% |
$6.96M - $9.17M
|
22K
$7.67M
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
BUY
|
- |
5.83K+ 18.79% |
$1.97M - $2.6M
|
36.9K
$12.9M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
344+ 51.81% |
$116K - $153K
|
1.01K
$352K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.63K- 72.39% |
$889K - $1.17M
|
1K
$350K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.4% |
$1.69K - $2.23K
|
1.23K
$430K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.67K- 62.49% |
$564K - $743K
|
1K
$349K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 23.68% |
$3.05K - $4.02K
|
47
$16.4K
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
421+ 5.43% |
$142K - $188K
|
8.18K
$2.85M
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.4K- 73.79% |
$474K - $626K
|
498
$174K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
34+ 2.2% |
$11.5K - $15.2K
|
1.58K
$550K
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-123- 0.49% |
$41.6K - $54.9K
|
25.1K
$8.75M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
172+ 18.09% |
$58.2K - $76.7K
|
1.12K
$392K
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-144- 0.8% |
$48.7K - $64.3K
|
17.9K
$6.25M
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
300New |
$102K - $134K
|
300
$105K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-8.73K- 99.86% |
$2.95M - $3.89M
|
12
$4.19K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-102- 40.32% |
$34.5K - $45.5K
|
151
$52.7K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-200- 1.96% |
$67.7K - $89.2K
|
10K
$3.49M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-21K- 98.33% |
$7.11M - $9.38M
|
357
$125K
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
545New |
$184K - $243K
|
545
$190K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
566+ 24.62% |
$192K - $253K
|
2.87K
$999K
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-76- 13.01% |
$25.7K - $33.9K
|
508
$177K
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
318KNew |
$108M - $142M
|
318K
$111M
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.29K- 55.15% |
$435K - $573K
|
1.05K
$365K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
500+ 2.85% |
$169K - $223K
|
18.1K
$6.3M
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.42K+ 11.23% |
$820K - $1.08M
|
24K
$8.37M
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.47KNew |
$836K - $1.1M
|
2.47K
$862K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-51.3K- 76.04% |
$17.4M - $22.9M
|
16.2K
$5.64M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.56% |
$2.03K - $2.68K
|
1.07K
$373K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
18New |
$6.09K - $8.03K
|
18
$6.28K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
307+ 7.06% |
$104K - $137K
|
4.65K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35+ 4.39% |
$11.8K - $15.6K
|
832
$290K
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-13.7K- 46.05% |
$4.63M - $6.11M
|
16K
$5.59M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.03KNew |
$348K - $458K
|
1.03K
$358K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-167- 3.8% |
$56.5K - $74.5K
|
4.22K
$1.47M
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-55- 4.52% |
$18.6K - $24.5K
|
1.16K
$405K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.09K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-87- 14.62% |
$29.4K - $38.8K
|
508
$177K
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
18.8K+ 256.81% |
$6.35M - $8.37M
|
26.1K
$9.1M
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-134- 1.18% |
$45.3K - $59.8K
|
11.2K
$3.92M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-72- 9.73% |
$24.4K - $32.1K
|
668
$233K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
946+ 4.91% |
$320K - $422K
|
20.2K
$7.04M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.52% |
$11.5K - $15.2K
|
6.62K
$2.31M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-48- 8.82% |
$16.2K - $21.4K
|
496
$173K
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
185+ 2.21% |
$62.6K - $82.5K
|
8.55K
$2.98M
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
43+ 1.42% |
$14.6K - $19.2K
|
3.07K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.12K+ 2179.15% |
$1.73M - $2.29M
|
5.36K
$1.87M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1- 0.13% |
$338 - $446
|
782
$273K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 23.38% |
$6.09K - $8.03K
|
59
$20.6K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
177+ 11.52% |
$59.9K - $79K
|
1.71K
$598K
|