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 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-205- 23.22% |
$69.4K - $91.5K
|
678
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Courant Investment Management LLC
|
BUY
|
- |
3.17K+ 13.8% |
$1.07M - $1.42M
|
26.2K
$9.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 200.0% |
$2.03K - $2.68K
|
9
$3.14K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-133- 2.81% |
$45K - $59.3K
|
4.59K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-130- 1.46% |
$44K - $58K
|
8.79K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.76K- 93.4% |
$3.3M - $4.35M
|
689
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.12% |
$2.03K - $2.68K
|
5.15K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-82- 1.87% |
$27.7K - $36.6K
|
4.31K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 33.33% |
$1.35K - $1.78K
|
8
$2.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-185- 13.11% |
$62.6K - $82.5K
|
1.23K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.7KNew |
$1.25M - $1.65M
|
3.7K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
165+ 10.34% |
$55.8K - $73.6K
|
1.76K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-5.84K- 50.31% |
$1.97M - $2.6M
|
5.76K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
487New |
$165K - $217K
|
487
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.43KNew |
$485K - $639K
|
1.43K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-125- 3.73% |
$42.3K - $55.8K
|
3.23K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
255+ 43.81% |
$86.3K - $114K
|
837
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-758- 3.78% |
$256K - $338K
|
19.3K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
466New |
$158K - $208K
|
466
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-85- 1.06% |
$28.8K - $37.9K
|
7.93K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
14+ 1.22% |
$4.74K - $6.25K
|
1.16K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-31.6K- 92.05% |
$10.7M - $14.1M
|
2.73K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-150- 13.1% |
$50.8K - $66.9K
|
995
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 71.63% |
$34.2K - $45.1K
|
40
$14K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
495New |
$167K - $221K
|
495
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10New |
$3.38K - $4.46K
|
10
$3.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-148- 29.13% |
$50.1K - $66K
|
360
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-647- 3.31% |
$219K - $289K
|
18.9K
$6.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.11K- 17.65% |
$1.73M - $2.28M
|
23.9K
$8.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 19.23% |
$8.46K - $11.2K
|
105
$36.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-41.9K- 90.41% |
$14.2M - $18.7M
|
4.44K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-180- 8.02% |
$60.9K - $80.3K
|
2.07K
$720K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.53K- 31.16% |
$517K - $681K
|
3.37K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 100.0% |
$2.71K - $3.57K
|
16
$5.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 28.57% |
$1.35K - $1.78K
|
10
$3.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
622New |
$210K - $278K
|
622
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
405+ 16.8% |
$137K - $181K
|
2.82K
$982K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-9- 0.49% |
$3.05K - $4.02K
|
1.83K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 2.11% |
$5.41K - $7.14K
|
775
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15+ 2.31% |
$5.08K - $6.69K
|
663
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-142- 97.93% |
$48K - $63.4K
|
3
$1.05K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22+ 27.85% |
$7.44K - $9.82K
|
101
$35.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 11.54% |
$3.05K - $4.02K
|
87
$30.4K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
596+ 32.06% |
$202K - $266K
|
2.46K
$856K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 8.55% |
$21K - $27.7K
|
787
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-10- 1.09% |
$3.38K - $4.46K
|
909
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
764+ 53.35% |
$259K - $341K
|
2.2K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-125- 3.24% |
$42.3K - $55.8K
|
3.73K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
479New |
$162K - $214K
|
479
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-1.41K- 1.42% |
$476K - $628K
|
97.5K
$34M
|