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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
434New |
$175K - $239K
|
434
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$1.17M - $1.6M
|
2.9K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
555New |
$224K - $306K
|
555
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-279- 3.68% |
$113K - $154K
|
7.31K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$808 - $1.1K
|
2
$698
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20- 1.63% |
$8.08K - $11K
|
1.21K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
246+ 111.31% |
$99.3K - $136K
|
467
$163K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-238- 23.0% |
$96.1K - $131K
|
797
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-311- 3.54% |
$126K - $171K
|
8.46K
$2.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Freemont Management S.A.
|
BUY
|
- |
16KNew |
$6.46M - $8.82M
|
16K
$5.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-120- 16.11% |
$48.5K - $66.2K
|
625
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
10.4K+ 828.0% |
$4.18M - $5.71M
|
11.6K
$4.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
959New |
$387K - $529K
|
959
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-35- 7.43% |
$14.1K - $19.3K
|
436
$152K
|
|
|
Aug 02, 2023
Q2 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
22.7KNew |
$9.17M - $12.5M
|
22.7K
$7.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
4.36KNew |
$1.76M - $2.4M
|
4.36K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-86- 70.49% |
$34.7K - $47.4K
|
36
$12.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-61- 6.43% |
$24.6K - $33.6K
|
887
$309K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.36K- 14.67% |
$1.76M - $2.41M
|
25.4K
$8.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-817- 4.7% |
$330K - $451K
|
16.6K
$5.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
82+ 17.48% |
$33.1K - $45.2K
|
551
$192K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-17.6K- 94.93% |
$7.13M - $9.73M
|
942
$329K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
893New |
$361K - $492K
|
893
$312K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
507+ 246.12% |
$205K - $280K
|
713
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
252+ 122.33% |
$102K - $139K
|
458
$160K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
5.05KNew |
$2.04M - $2.78M
|
5.05K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-72.6K- 91.73% |
$29.3M - $40M
|
6.54K
$2.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5New |
$2.02K - $2.76K
|
5
$1.74K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
7.13KNew |
$2.88M - $3.93M
|
7.13K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-37- 86.05% |
$14.9K - $20.4K
|
6
$2.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$2.02K - $2.76K
|
5
$1.74K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.83K- 73.75% |
$740K - $1.01M
|
652
$227K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
582+ 56.18% |
$235K - $321K
|
1.62K
$564K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 50.0% |
$1.21K - $1.65K
|
3
$1.05K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
66+ 2.63% |
$26.7K - $36.4K
|
2.58K
$900K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
588New |
$237K - $324K
|
588
$205K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-250- 23.47% |
$101K - $138K
|
815
$284K
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
4.4KNew |
$1.78M - $2.43M
|
4.4K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7KNew |
$2.83M - $3.86M
|
7K
$2.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
112+ 24.45% |
$45.2K - $61.8K
|
570
$199K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23New |
$9.29K - $12.7K
|
23
$8.02K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$939K - $1.28M
|
2.32K
$811K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-200- 5.26% |
$80.8K - $110K
|
3.6K
$1.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
466+ 30.44% |
$188K - $257K
|
2K
$697K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-21- 95.45% |
$8.48K - $11.6K
|
1
$349
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
500New |
$202K - $276K
|
500
$174K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 40.0% |
$808 - $1.1K
|
3
$1.05K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
489New |
$197K - $270K
|
489
$171K
|
|
| Q1 2023 | |||||||
|
Jan 30, 2025
Q1 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-4.4KClosed |
$2.08M - $2.4M
|
0
$0
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
43.3K+ 42.26% |
$20.4M - $23.6M
|
146K
$50.8M
|
|