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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
403New |
$189K - $229K
|
403
$148K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
400New |
$188K - $227K
|
400
$147K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400New |
$188K - $227K
|
400
$147K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$188K - $227K
|
400
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
399New |
$187K - $226K
|
399
$146K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
395New |
$185K - $224K
|
395
$145K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
388New |
$182K - $220K
|
388
$142K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
388New |
$182K - $220K
|
388
$142K
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
366+ 0.61% |
$172K - $208K
|
60.2K
$22M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
237+ 2.25% |
$111K - $134K
|
10.8K
$3.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
233New |
$109K - $132K
|
233
$85.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
224+ 5.72% |
$105K - $127K
|
4.14K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
89+ 12.86% |
$41.7K - $50.5K
|
781
$286K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
76+ 11.64% |
$35.6K - $43.1K
|
729
$267K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
65+ 11.61% |
$30.5K - $36.9K
|
625
$229K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
60New |
$28.1K - $34K
|
60
$22K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
57+ 1.54% |
$26.7K - $32.3K
|
3.75K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
50+ 10.0% |
$23.4K - $28.4K
|
550
$201K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
36+ 6.55% |
$16.9K - $20.4K
|
586
$215K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30New |
$14.1K - $17K
|
30
$11K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
29New |
$13.6K - $16.4K
|
29
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 4.32% |
$12.7K - $15.3K
|
652
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27+ 4.02% |
$12.7K - $15.3K
|
698
$256K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23+ 5.04% |
$10.8K - $13K
|
479
$175K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
23New |
$10.8K - $13K
|
23
$8.43K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
20New |
$9.38K - $11.3K
|
20
$7.33K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
16New |
$7.5K - $9.07K
|
16
$5.86K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15+ 6.38% |
$7.03K - $8.51K
|
250
$91.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
11New |
$5.16K - $6.24K
|
11
$4.03K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8New |
$3.75K - $4.54K
|
8
$2.93K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 1.66% |
$3.28K - $3.97K
|
429
$157K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
5New |
$2.34K - $2.84K
|
5
$1.83K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5+ 0.09% |
$2.34K - $2.84K
|
5.32K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 1.62% |
$1.41K - $1.7K
|
188
$68.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 42.86% |
$1.41K - $1.7K
|
10
$3.66K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$938 - $1.13K
|
2
$733
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2New |
$938 - $1.13K
|
2
$733
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$469 - $567
|
1
$366
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 100.0% |
$469 - $567
|
2
$733
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 0.43% |
$469 - $567
|
234
$85.7K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
22.1KNew |
$8.22M - $10.9M
|
22.1K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
- |
21.3KNew |
$7.9M - $10.5M
|
21.3K
$7.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
20KNew |
$7.44M - $9.89M
|
20K
$7.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
15.9K+ 3017.3% |
$5.9M - $7.85M
|
16.4K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
12.1K+ 246.94% |
$4.5M - $5.99M
|
17K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.7K+ 554.49% |
$4M - $5.32M
|
12.7K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
9.92KNew |
$3.69M - $4.9M
|
9.92K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
4.7KNew |
$1.75M - $2.32M
|
4.7K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
- |
3.3KNew |
$1.23M - $1.63M
|
3.3K
$1.21M
|
|