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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9New |
$3.08K - $3.88K
|
9
$3.3K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
8New |
$2.74K - $3.45K
|
8
$2.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
5New |
$1.71K - $2.16K
|
5
$1.83K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
4New |
$1.37K - $1.73K
|
4
$1.47K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1New |
$342 - $431
|
1
$366
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
1KNew |
$349K - $419K
|
1K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
200New |
$69.9K - $83.7K
|
200
$73.3K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
104New |
$36.3K - $43.5K
|
104
$38.1K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
25+ 2500.0% |
$8.74K - $10.5K
|
26
$9.53K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
3New |
$1.05K - $1.26K
|
3
$1.1K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3New |
$1.05K - $1.26K
|
3
$1.1K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.67KNew |
$1.67M - $1.93M
|
4.67K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.38KNew |
$852K - $985K
|
2.38K
$872K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.13KNew |
$403K - $466K
|
1.13K
$412K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200New |
$71.6K - $82.8K
|
200
$73.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
20New |
$7.16K - $8.28K
|
20
$7.33K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
14New |
$5.01K - $5.79K
|
14
$5.13K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4New |
$1.43K - $1.66K
|
4
$1.47K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
3New |
$1.07K - $1.24K
|
3
$1.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1New |
$358 - $414
|
1
$366
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
81New |
$26.2K - $31.6K
|
81
$29.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
32New |
$10.4K - $12.5K
|
32
$11.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
30New |
$9.71K - $11.7K
|
30
$11K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
29New |
$9.39K - $11.3K
|
29
$10.6K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
6New |
$1.94K - $2.34K
|
6
$2.2K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
8.8KNew |
$2.66M - $3.1M
|
8.8K
$3.22M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
2KNew |
$605K - $704K
|
2K
$733K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.18KNew |
$358K - $417K
|
1.18K
$434K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
25New |
$7.56K - $8.8K
|
25
$9.16K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
8New |
$2.42K - $2.81K
|
8
$2.93K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
BUY
|
CALL |
300KNew |
$83.9M - $104M
|
300K
$110M
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.2KNew |
$614K - $763K
|
2.2K
$804K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
99New |
$27.7K - $34.4K
|
99
$36.3K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Sepio Capital, LP
|
BUY
|
PUT |
18.5KNew |
$3.73M - $5.36M
|
18.5K
$6.78M
|
|
|
Feb 01, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
- |
1.07KNew |
$216K - $310K
|
1.07K
$392K
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
1.07KNew |
$216K - $310K
|
1.07K
$392K
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
CALL |
155New |
$31.2K - $44.9K
|
155
$56.8K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15New |
$3.02K - $4.34K
|
15
$5.5K
|
|
| Q3 2020 | |||||||
|
Oct 07, 2020
Q3 2020
|
Farmers Trust CO
|
BUY
|
- |
613+ 5.16% |
$117K - $147K
|
12.5K
$4.58M
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Bray Capital Advisors
|
BUY
|
- |
175New |
$22.5K - $52.7K
|
175
$64.1K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
BUY
|
CALL |
250New |
$57.1K - $66.5K
|
250
$91.6K
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
32New |
$7.31K - $8.51K
|
32
$11.7K
|
|
|
Feb 14, 2020
Q4 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
CALL |
13New |
$2.97K - $3.46K
|
13
$4.76K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Scoggin Management LP
New York, NY |
BUY
|
PUT |
15KNew |
$3.38M - $5.5M
|
15K
$5.5M
|
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
2KNew |
$451K - $733K
|
2K
$733K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
18+ 11.04% |
$4.06K - $6.6K
|
181
$66.3K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.9K+ 316.67% |
$612K - $681K
|
2.5K
$916K
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
BUY
|
- |
23New |
$7.41K - $8.24K
|
23
$8.43K
|
|
|
Oct 09, 2020
Q2 2019
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.58% |
$6.76K - $7.53K
|
3.65K
$1.34M
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Precept Management LLC
Dallas, TX |
BUY
|
PUT |
9KNew |
$2.19M - $3.14M
|
9K
$3.3M
|
|