Latest Institutional Transactions on Estee Lauder Companies Inc (EL)
This table provides information on the latest institutional transactions involving Estee Lauder Companies Inc (EL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-27.8K- 80.32% |
$1.74M - $2.7M
|
6.8K
$609K
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-4.3K- 5.37% |
$269K - $418K
|
75.7K
$6.79M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-753- 17.89% |
$47.2K - $73.2K
|
3.46K
$310K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
738+ 34.63% |
$46.3K - $71.8K
|
2.87K
$257K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
38New |
$2.38K - $3.7K
|
38
$3.4K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.13K- 27.36% |
$133K - $207K
|
5.65K
$506K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8+ 0.08% |
$502 - $778
|
9.58K
$858K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
29New |
$1.82K - $2.82K
|
29
$2.6K
|
|
Feb 10, 2025
Q4 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
7.82K+ 308.4% |
$491K - $761K
|
10.4K
$928K
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-3.65K- 24.86% |
$229K - $355K
|
11K
$987K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 29.75% |
$102K - $159K
|
3.85K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-282K- 91.31% |
$17.7M - $27.4M
|
26.8K
$2.4M
|
|
Feb 07, 2025
Q4 2024
|
American Assets Inc
|
BUY
|
- |
6.5KNew |
$408K - $632K
|
6.5K
$582K
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
15.5KNew |
$972K - $1.51M
|
15.5K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
1K+ 7.14% |
$62.7K - $97.2K
|
15K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.84KNew |
$178K - $277K
|
2.84K
$255K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.78KNew |
$300K - $465K
|
4.78K
$428K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-203- 6.59% |
$12.7K - $19.7K
|
2.88K
$258K
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.15K- 23.05% |
$323K - $500K
|
17.2K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-47.5K- 86.44% |
$2.98M - $4.62M
|
7.46K
$668K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 6.25% |
$125 - $194
|
30
$2.69K
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5K+ 83.33% |
$314K - $486K
|
11K
$985K
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-50- 0.11% |
$3.14K - $4.86K
|
45.5K
$4.08M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
45.2KNew |
$2.84M - $4.4M
|
45.2K
$4.05M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.43KNew |
$340K - $528K
|
5.43K
$486K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$62.7 - $97.2
|
1
$89.6
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$125 - $194
|
2
$179
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
12.8K+ 81.43% |
$802K - $1.24M
|
28.5K
$2.55M
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.48K- 5.36% |
$281K - $435K
|
79K
$7.08M
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
22+ 55.0% |
$1.38K - $2.14K
|
62
$5.55K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.2KNew |
$75.3K - $117K
|
1.2K
$108K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-342- 8.95% |
$21.5K - $33.3K
|
3.48K
$312K
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
46+ 7.47% |
$2.89K - $4.47K
|
662
$59.3K
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.64K- 35.92% |
$103K - $159K
|
2.92K
$262K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
158+ 68.7% |
$9.91K - $15.4K
|
388
$34.8K
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
504+ 10.34% |
$31.6K - $49K
|
5.38K
$482K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.97KNew |
$186K - $289K
|
2.97K
$266K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.87K- 26.3% |
$431K - $668K
|
19.2K
$1.72M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 1610.0% |
$80.8K - $125K
|
1.37K
$123K
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-150- 4.06% |
$9.41K - $14.6K
|
3.55K
$318K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.54K- 3.22% |
$598K - $927K
|
287K
$25.7M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 5.4% |
$1.69K - $2.63K
|
473
$42.4K
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
15.5K+ 13.92% |
$969K - $1.5M
|
126K
$11.3M
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.69K+ 5.42% |
$294K - $456K
|
91.2K
$8.17M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-448- 39.68% |
$28.1K - $43.6K
|
681
$61K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.82% |
$31.4K - $48.6K
|
12.6K
$1.13M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.26KClosed |
$142K - $220K
|
0
$0
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 57.97% |
$12.5K - $19.4K
|
145
$13K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 2.67% |
$314 - $486
|
192
$17.2K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
385New |
$24.2K - $37.4K
|
385
$34.5K
|