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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
103+ 1.13% |
$34.9K - $46K
|
9.19K
$3.37M
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100New |
$33.8K - $44.6K
|
100
$36.6K
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
100+ 6.8% |
$33.8K - $44.6K
|
1.57K
$575K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$33.8K - $44.6K
|
100
$36.6K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
90+ 77.59% |
$30.5K - $40.2K
|
206
$75.5K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
88+ 1.01% |
$29.8K - $39.3K
|
8.8K
$3.22M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
82+ 2.96% |
$27.7K - $36.6K
|
2.86K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 94.12% |
$27.1K - $35.7K
|
165
$60.4K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
76+ 55.07% |
$25.7K - $33.9K
|
214
$78.4K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
75+ 86.21% |
$25.4K - $33.5K
|
162
$59.4K
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
75+ 1.76% |
$25.4K - $33.5K
|
4.34K
$1.59M
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
70+ 63.64% |
$23.7K - $31.2K
|
180
$65.9K
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
65+ 1.04% |
$22K - $29K
|
6.35K
$2.32M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 18.98% |
$21.3K - $28.1K
|
395
$145K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 8.55% |
$21K - $27.7K
|
787
$288K
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
62+ 5.99% |
$21K - $27.7K
|
1.1K
$402K
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
58+ 30.53% |
$19.6K - $25.9K
|
248
$90.9K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
56+ 47.86% |
$18.9K - $25K
|
173
$63.4K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56+ 1.88% |
$18.9K - $25K
|
3.03K
$1.11M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
54+ 37.76% |
$18.3K - $24.1K
|
197
$72.2K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
54+ 60.0% |
$18.3K - $24.1K
|
144
$52.8K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
50New |
$16.9K - $22.3K
|
50
$18.3K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45New |
$15.2K - $20.1K
|
45
$16.5K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
45New |
$15.2K - $20.1K
|
45
$16.5K
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
43+ 1.42% |
$14.6K - $19.2K
|
3.07K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
42+ 4.2% |
$14.2K - $18.7K
|
1.04K
$382K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
41+ 7.08% |
$13.9K - $18.3K
|
620
$227K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
40New |
$13.5K - $17.8K
|
40
$14.7K
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
38+ 0.55% |
$12.9K - $17K
|
7.01K
$2.57M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 28.68% |
$12.5K - $16.5K
|
166
$60.8K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
35+ 4.24% |
$11.8K - $15.6K
|
861
$315K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
35+ 4.39% |
$11.8K - $15.6K
|
832
$305K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34New |
$11.5K - $15.2K
|
34
$12.5K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34+ 121.43% |
$11.5K - $15.2K
|
62
$22.7K
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
34+ 2.2% |
$11.5K - $15.2K
|
1.58K
$577K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.52% |
$11.5K - $15.2K
|
6.62K
$2.43M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
33New |
$11.2K - $14.7K
|
33
$12.1K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 36.9% |
$10.5K - $13.8K
|
115
$42.1K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30+ 5.03% |
$10.2K - $13.4K
|
626
$229K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
28+ 1.52% |
$9.47K - $12.5K
|
1.87K
$684K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 32.93% |
$9.14K - $12K
|
109
$39.9K
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
25+ 3.91% |
$8.46K - $11.2K
|
665
$244K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
24+ 1.8% |
$8.12K - $10.7K
|
1.35K
$496K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 1.14% |
$8.12K - $10.7K
|
2.13K
$779K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
22New |
$7.44K - $9.82K
|
22
$8.06K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
22+ 27.85% |
$7.44K - $9.82K
|
101
$37K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 15.11% |
$7.11K - $9.37K
|
160
$58.6K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
21New |
$7.11K - $9.37K
|
21
$7.69K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
20New |
$6.77K - $8.92K
|
20
$7.33K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
19+ 1.18% |
$6.43K - $8.48K
|
1.63K
$598K
|