Purchases and Sales Made in Q1 2023 in Ulta Beauty, Inc. (ULTA)
This table provides information about the institutional ownership of Ulta Beauty, Inc. (ULTA) during Q1 2023. The information is specifically focused on institutions that hold shares of Ulta Beauty, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 700.0% |
$3.3K - $3.82K
|
8
$2.79K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 2.96% |
$2.83K - $3.27K
|
209
$72.9K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$2.83K - $3.27K
|
6
$2.09K
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.16% |
$2.36K - $2.73K
|
3.11K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 8.93% |
$2.36K - $2.73K
|
61
$21.3K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5+ 0.3% |
$2.36K - $2.73K
|
1.69K
$590K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4+ 0.45% |
$1.89K - $2.18K
|
885
$309K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4New |
$1.89K - $2.18K
|
4
$1.4K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$1.89K - $2.18K
|
1.26K
$438K
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4New |
$1.89K - $2.18K
|
4
$1.4K
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
4+ 0.39% |
$1.89K - $2.18K
|
1.04K
$361K
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.81% |
$1.89K - $2.18K
|
497
$173K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$1.89K - $2.18K
|
4
$1.4K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4New |
$1.89K - $2.18K
|
4
$1.4K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.68% |
$1.89K - $2.18K
|
594
$207K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 17.39% |
$1.89K - $2.18K
|
27
$9.42K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 25.0% |
$1.41K - $1.64K
|
15
$5.23K
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3+ 0.09% |
$1.41K - $1.64K
|
3.43K
$1.19M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.91% |
$1.41K - $1.64K
|
333
$116K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 100.0% |
$1.41K - $1.64K
|
6
$2.09K
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
3+ 0.32% |
$1.41K - $1.64K
|
953
$332K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.31% |
$1.41K - $1.64K
|
980
$342K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$943 - $1.09K
|
1.85K
$646K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 66.67% |
$943 - $1.09K
|
5
$1.74K
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.39% |
$943 - $1.09K
|
517
$180K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 0.23% |
$943 - $1.09K
|
883
$308K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$943 - $1.09K
|
2
$698
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$943 - $1.09K
|
2.3K
$801K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2New |
$943 - $1.09K
|
2
$698
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 1.21% |
$943 - $1.09K
|
167
$58.3K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2+ 0.17% |
$943 - $1.09K
|
1.21K
$423K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 1.04% |
$943 - $1.09K
|
195
$68K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.65% |
$472 - $546
|
155
$54.1K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.82% |
$472 - $546
|
56
$19.5K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$472 - $546
|
11
$3.84K
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$472 - $546
|
1
$349
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.23% |
$472 - $546
|
443
$155K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.08% |
$472 - $546
|
1.23K
$429K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-1- 0.02% |
$472 - $546
|
5.99K
$2.09M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.56% |
$472 - $546
|
63
$22K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-1- 0.18% |
$472 - $546
|
564
$197K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1- 0.11% |
$472 - $546
|
950
$331K
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2- 0.2% |
$943 - $1.09K
|
1.01K
$353K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2- 0.66% |
$943 - $1.09K
|
300
$105K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.05% |
$943 - $1.09K
|
3.88K
$1.35M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 12.5% |
$1.41K - $1.64K
|
21
$7.33K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 1.26% |
$1.41K - $1.64K
|
236
$82.3K
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-3- 0.31% |
$1.41K - $1.64K
|
952
$332K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3- 2.11% |
$1.41K - $1.64K
|
139
$48.5K
|