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 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
18+ 1.55% |
$6.09K - $8.03K
|
1.18K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
18New |
$6.09K - $8.03K
|
18
$6.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
17+ 2.26% |
$5.75K - $7.59K
|
770
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 3.73% |
$5.41K - $7.14K
|
445
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 2.11% |
$5.41K - $7.14K
|
775
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15+ 2.31% |
$5.08K - $6.69K
|
663
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
15+ 2.23% |
$5.08K - $6.69K
|
689
$252K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15+ 375.0% |
$5.08K - $6.69K
|
19
$6.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
14New |
$4.74K - $6.25K
|
14
$5.13K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
14+ 1.22% |
$4.74K - $6.25K
|
1.16K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14+ 0.48% |
$4.74K - $6.25K
|
2.93K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 1.59% |
$4.4K - $5.8K
|
832
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 433.33% |
$4.4K - $5.8K
|
16
$5.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12+ 7.64% |
$4.06K - $5.35K
|
169
$61.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12New |
$4.06K - $5.35K
|
12
$4.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11New |
$3.72K - $4.91K
|
11
$4.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
11+ 7.48% |
$3.72K - $4.91K
|
158
$57.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
10New |
$3.38K - $4.46K
|
10
$3.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.5% |
$3.38K - $4.46K
|
2.01K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10New |
$3.38K - $4.46K
|
10
$3.66K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9New |
$3.05K - $4.02K
|
9
$3.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
9+ 60.0% |
$3.05K - $4.02K
|
24
$8.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
9+ 0.07% |
$3.05K - $4.02K
|
13.7K
$5.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 23.68% |
$3.05K - $4.02K
|
47
$17.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9+ 11.54% |
$3.05K - $4.02K
|
87
$31.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9New |
$3.05K - $4.02K
|
9
$3.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8+ 0.23% |
$2.71K - $3.57K
|
3.55K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 8.08% |
$2.71K - $3.57K
|
107
$39.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
8+ 40.0% |
$2.71K - $3.57K
|
28
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8New |
$2.71K - $3.57K
|
8
$2.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 100.0% |
$2.71K - $3.57K
|
16
$5.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7+ 0.98% |
$2.37K - $3.12K
|
718
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 23.33% |
$2.37K - $3.12K
|
37
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 36.84% |
$2.37K - $3.12K
|
26
$9.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
7+ 5.26% |
$2.37K - $3.12K
|
140
$51.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7New |
$2.37K - $3.12K
|
7
$2.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 15.91% |
$2.37K - $3.12K
|
51
$18.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 12.0% |
$2.03K - $2.68K
|
56
$20.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
6+ 0.09% |
$2.03K - $2.68K
|
6.6K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.56% |
$2.03K - $2.68K
|
1.07K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 200.0% |
$2.03K - $2.68K
|
9
$3.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.12% |
$2.03K - $2.68K
|
5.15K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
6New |
$2.03K - $2.68K
|
6
$2.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.08% |
$1.69K - $2.23K
|
6.04K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.77% |
$1.69K - $2.23K
|
652
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.35K - $1.78K
|
4
$1.47K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
4+ 0.62% |
$1.35K - $1.78K
|
654
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4New |
$1.35K - $1.78K
|
4
$1.47K
|