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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 52.94% |
$941 - $1.34K
|
8
$717
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.98K- 99.33% |
$311K - $444K
|
20
$1.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Mirova Us LLC
|
SELL
|
- |
-4.48K- 0.66% |
$468K - $667K
|
675K
$60.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1K+ 26.67% |
$105K - $149K
|
4.75K
$426K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.4K+ 613.18% |
$1.81M - $2.59M
|
20.2K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-23.8K- 93.31% |
$2.49M - $3.55M
|
1.71K
$153K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
83New |
$8.67K - $12.4K
|
83
$7.44K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-212- 95.93% |
$22.2K - $31.6K
|
9
$806
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.21K- 40.35% |
$126K - $180K
|
1.79K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
266+ 14.79% |
$27.8K - $39.6K
|
2.06K
$185K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-32- 0.68% |
$3.34K - $4.77K
|
4.65K
$417K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-28- 7.41% |
$2.93K - $4.17K
|
350
$31.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
448+ 15.23% |
$46.8K - $66.8K
|
3.39K
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16New |
$1.67K - $2.38K
|
16
$1.43K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-34- 1.61% |
$3.55K - $5.07K
|
2.08K
$186K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-106- 5.64% |
$11.1K - $15.8K
|
1.77K
$159K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
270+ 7.71% |
$28.2K - $40.2K
|
3.77K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.33K- 19.55% |
$139K - $198K
|
5.47K
$490K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-878- 25.01% |
$91.8K - $131K
|
2.63K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
1+ 4.55% |
$105 - $149
|
23
$2.06K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36New |
$3.76K - $5.36K
|
36
$3.23K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-58- 59.79% |
$6.06K - $8.64K
|
39
$3.49K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 13.61% |
$20.9K - $29.8K
|
1.27K
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-16.3K- 91.23% |
$1.71M - $2.43M
|
1.57K
$141K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-145- 1.59% |
$15.2K - $21.6K
|
8.99K
$806K
|
|
| Q3 2023 | |||||||
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.07KClosed |
$150K - $212K
|
0
$0
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
345+ 23.37% |
$48.2K - $68.3K
|
1.82K
$163K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.51KNew |
$630K - $893K
|
4.51K
$404K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.49KClosed |
$907K - $1.29M
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
382New |
$53.3K - $75.6K
|
382
$34.2K
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
14.7K+ 33329.55% |
$2.05M - $2.9M
|
14.7K
$1.32M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$419K - $594K
|
3K
$269K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14New |
$1.95K - $2.77K
|
14
$1.25K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-10- 47.62% |
$1.4K - $1.98K
|
11
$985
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-29- 74.36% |
$4.05K - $5.74K
|
10
$896
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 6.36% |
$14.8K - $21K
|
1.77K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
138New |
$19.3K - $27.3K
|
138
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
15+ 1.89% |
$2.09K - $2.97K
|
810
$72.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
100New |
$14K - $19.8K
|
100
$8.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-5.38K- 16.43% |
$751K - $1.06M
|
27.3K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
12New |
$1.68K - $2.38K
|
12
$1.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
298+ 9.88% |
$41.6K - $59K
|
3.32K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-153- 5.34% |
$21.4K - $30.3K
|
2.71K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
172KNew |
$24M - $34M
|
172K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.24KNew |
$313K - $444K
|
2.24K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 74.28% |
$1.51M - $2.14M
|
3.74K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-318- 14.06% |
$44.4K - $63K
|
1.94K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.27KNew |
$596K - $845K
|
4.27K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
254+ 17.66% |
$35.5K - $50.3K
|
1.69K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-72- 4.92% |
$10.1K - $14.3K
|
1.39K
$125K
|
|