Latest Institutional Purchases of Ulta Beauty, Inc. (ULTA)
This list provides information on the latest institutional transactions involving Ulta Beauty, Inc. (ULTA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
552New |
$181K - $263K
|
552
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
540New |
$177K - $257K
|
540
$286K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
533New |
$175K - $254K
|
533
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
525New |
$172K - $250K
|
525
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
509New |
$167K - $242K
|
509
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
501New |
$164K - $238K
|
501
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
500New |
$164K - $238K
|
500
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
492New |
$161K - $234K
|
492
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
487New |
$160K - $232K
|
487
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
484New |
$159K - $230K
|
484
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
480New |
$157K - $228K
|
480
$254K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
480New |
$157K - $228K
|
480
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
468New |
$154K - $223K
|
468
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
461New |
$151K - $219K
|
461
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
459New |
$151K - $218K
|
459
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
457New |
$150K - $217K
|
457
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
456New |
$150K - $217K
|
456
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
452+ 28.75% |
$148K - $215K
|
2.02K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
449New |
$147K - $214K
|
449
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
446New |
$146K - $212K
|
446
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Belfer Management LLC
|
BUY
|
- |
433New |
$142K - $206K
|
433
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
301New |
$98.7K - $143K
|
301
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
254New |
$83.3K - $121K
|
254
$134K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
250+ 8.26% |
$82K - $119K
|
3.28K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
183New |
$60K - $87K
|
183
$96.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
182+ 11.91% |
$59.7K - $86.6K
|
1.71K
$905K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
112New |
$36.7K - $53.3K
|
112
$59.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
103+ 2575.0% |
$33.8K - $49K
|
107
$56.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
100New |
$32.8K - $47.6K
|
100
$52.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
100New |
$32.8K - $47.6K
|
100
$52.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
74New |
$24.3K - $35.2K
|
74
$39.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
46New |
$15.1K - $21.9K
|
46
$24.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
40New |
$13.1K - $19K
|
40
$21.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30New |
$9.84K - $14.3K
|
30
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
25New |
$8.2K - $11.9K
|
25
$13.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21+ 21.88% |
$6.89K - $9.99K
|
117
$61.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
20+ 12.9% |
$6.56K - $9.51K
|
175
$92.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
19New |
$6.23K - $9.04K
|
19
$10.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 10.34% |
$5.9K - $8.56K
|
192
$102K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
17+ 89.47% |
$5.58K - $8.09K
|
36
$19.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17New |
$5.58K - $8.09K
|
17
$9K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
15+ 15.0% |
$4.92K - $7.14K
|
115
$60.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
12New |
$3.94K - $5.71K
|
12
$6.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
10New |
$3.28K - $4.76K
|
10
$5.29K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
9New |
$2.95K - $4.28K
|
9
$4.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9+ 7.5% |
$2.95K - $4.28K
|
129
$68.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
9+ 450.0% |
$2.95K - $4.28K
|
11
$5.82K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
9+ 20.0% |
$2.95K - $4.28K
|
54
$28.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 64.29% |
$2.95K - $4.28K
|
23
$12.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
9New |
$2.95K - $4.28K
|
9
$4.76K
|
|