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 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1- 0.18% |
$338 - $446
|
559
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-6- 0.88% |
$2.03K - $2.68K
|
678
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-62- 54.39% |
$21K - $27.7K
|
52
$18.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
4.38KNew |
$1.48M - $1.95M
|
4.38K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-207- 1.56% |
$70K - $92.4K
|
13K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
932New |
$315K - $416K
|
932
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 7.48% |
$3.72K - $4.91K
|
158
$55.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-285- 7.11% |
$96.4K - $127K
|
3.72K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9New |
$3.05K - $4.02K
|
9
$3.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 1.01% |
$29.8K - $39.3K
|
8.8K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-570- 8.52% |
$193K - $254K
|
6.12K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-212- 23.09% |
$71.7K - $94.6K
|
706
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
54+ 60.0% |
$18.3K - $24.1K
|
144
$50.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-113- 7.64% |
$38.2K - $50.4K
|
1.37K
$477K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
4+ 0.38% |
$1.35K - $1.78K
|
1.06K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
62+ 5.99% |
$21K - $27.7K
|
1.1K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-64- 11.59% |
$21.7K - $28.6K
|
488
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3- 0.41% |
$1.02K - $1.34K
|
723
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.44K+ 25.44% |
$827K - $1.09M
|
12K
$4.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4- 0.46% |
$1.35K - $1.78K
|
875
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
15+ 2.23% |
$5.08K - $6.69K
|
689
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
91K+ 258.31% |
$30.8M - $40.6M
|
126K
$44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-64- 4.52% |
$21.7K - $28.6K
|
1.35K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
497New |
$168K - $222K
|
497
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.27KNew |
$1.44M - $1.91M
|
4.27K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-634- 20.61% |
$215K - $283K
|
2.44K
$852K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
90+ 77.59% |
$30.5K - $40.2K
|
206
$71.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
45New |
$15.2K - $20.1K
|
45
$15.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14+ 0.48% |
$4.74K - $6.25K
|
2.93K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
6.99KNew |
$2.36M - $3.12M
|
6.99K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-340- 14.76% |
$115K - $152K
|
1.96K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
100+ 6.8% |
$33.8K - $44.6K
|
1.57K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 5.45% |
$102K - $134K
|
5.2K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2New |
$677 - $892
|
2
$698
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
496+ 5.1% |
$168K - $221K
|
10.2K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
801New |
$271K - $357K
|
801
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-26- 74.29% |
$8.8K - $11.6K
|
9
$3.14K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$33.8K - $44.6K
|
100
$34.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-136- 5.03% |
$46K - $60.7K
|
2.57K
$896K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
17+ 2.26% |
$5.75K - $7.59K
|
770
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.26K- 52.48% |
$426K - $561K
|
1.14K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
451+ 2.55% |
$153K - $201K
|
18.2K
$6.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 80.0% |
$2.71K - $3.57K
|
2
$698
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
598+ 16.88% |
$202K - $267K
|
4.14K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
606New |
$205K - $270K
|
606
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
550New |
$186K - $245K
|
550
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 1.33% |
$3.05K - $4.02K
|
670
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 15.91% |
$2.37K - $3.12K
|
51
$17.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.65% |
$338 - $446
|
152
$53K
|