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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.62KNew |
$203K - $256K
|
1.62K
$121K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36New |
$4.51K - $5.69K
|
36
$2.68K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-1.6K- 12.22% |
$200K - $253K
|
11.5K
$855K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$6.26K - $7.9K
|
50
$3.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.46KNew |
$183K - $230K
|
1.46K
$108K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-158- 8.19% |
$19.8K - $25K
|
1.77K
$132K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
599+ 24.48% |
$75K - $94.6K
|
3.05K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 83.33% |
$626 - $790
|
11
$818
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.62KNew |
$203K - $256K
|
1.62K
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.3KNew |
$163K - $206K
|
1.3K
$96.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.58KNew |
$197K - $249K
|
1.58K
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.2KNew |
$275K - $347K
|
2.2K
$163K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-50- 3.47% |
$6.26K - $7.9K
|
1.39K
$103K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.66K+ 14.25% |
$208K - $263K
|
13.3K
$992K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-37.3K- 26.92% |
$4.68M - $5.9M
|
101K
$7.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13- 0.82% |
$1.63K - $2.05K
|
1.58K
$117K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
228+ 16.2% |
$28.5K - $36K
|
1.64K
$122K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
365+ 20.99% |
$45.7K - $57.6K
|
2.1K
$156K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-65- 4.17% |
$8.14K - $10.3K
|
1.5K
$111K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-90- 5.93% |
$11.3K - $14.2K
|
1.43K
$106K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
161K+ 46.81% |
$16.8M - $24M
|
505K
$37.6M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-307- 68.22% |
$32.1K - $45.7K
|
143
$10.6K
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
CALL |
10KNew |
$1.05M - $1.49M
|
10K
$744K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-12.8KClosed |
$1.34M - $1.91M
|
0
$0
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-837- 89.42% |
$87.5K - $125K
|
99
$7.36K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.45KNew |
$360K - $514K
|
3.45K
$256K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.15KNew |
$538K - $767K
|
5.15K
$383K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7New |
$732 - $1.04K
|
7
$521
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
54New |
$5.64K - $8.05K
|
54
$4.02K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
42New |
$4.39K - $6.26K
|
42
$3.12K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
279New |
$29.2K - $41.6K
|
279
$20.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$1.25K - $1.79K
|
12
$892
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
30New |
$3.14K - $4.47K
|
30
$2.23K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
30New |
$3.14K - $4.47K
|
30
$2.23K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.11KNew |
$325K - $463K
|
3.11K
$231K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
41New |
$4.28K - $6.11K
|
41
$3.05K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$209 - $298
|
2
$149
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.87KNew |
$195K - $279K
|
1.87K
$139K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-973- 37.74% |
$102K - $145K
|
1.61K
$119K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3New |
$314 - $447
|
3
$223
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.61K+ 31.6% |
$273K - $389K
|
10.9K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.58KNew |
$165K - $235K
|
1.58K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
7.9K+ 46.2% |
$826K - $1.18M
|
25K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.2KNew |
$543K - $775K
|
5.2K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
50KNew |
$5.23M - $7.45M
|
50K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
35KNew |
$3.66M - $5.22M
|
35K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Brigade Capital Management, LP
New York, NY |
BUY
|
PUT |
10.7KNew |
$1.12M - $1.59M
|
10.7K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
438New |
$45.8K - $65.3K
|
438
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-17- 0.84% |
$1.78K - $2.53K
|
2K
$149K
|
|