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 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
33New |
$3.45K - $4.92K
|
33
$2.45K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.75KNew |
$183K - $261K
|
1.75K
$130K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.36KNew |
$142K - $202K
|
1.36K
$101K
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
17.4KNew |
$1.82M - $2.59M
|
17.4K
$1.29M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-208- 11.63% |
$21.7K - $31K
|
1.58K
$117K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-640- 20.71% |
$66.9K - $95.4K
|
2.45K
$182K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
66+ 2.0% |
$6.9K - $9.84K
|
3.37K
$250K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
345New |
$36.1K - $51.4K
|
345
$25.7K
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-161- 1.2% |
$16.8K - $24K
|
13.3K
$987K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-100- 4.94% |
$10.5K - $14.9K
|
1.93K
$143K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.21K- 59.77% |
$231K - $329K
|
1.49K
$110K
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
70New |
$7.32K - $10.4K
|
70
$5.21K
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-84- 3.86% |
$8.78K - $12.5K
|
2.09K
$156K
|
|
Feb 05, 2024
Q4 2023
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
12KNew |
$1.25M - $1.79M
|
12K
$892K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
136+ 4.62% |
$14.2K - $20.3K
|
3.08K
$229K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
157New |
$16.4K - $23.4K
|
157
$11.7K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.14% |
$209 - $298
|
1.46K
$108K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-109- 95.61% |
$11.4K - $16.2K
|
5
$372
|
|
Jan 31, 2024
Q4 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-44.3K- 15.6% |
$4.63M - $6.6M
|
240K
$17.8M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10New |
$1.05K - $1.49K
|
10
$744
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
18+ 1.36% |
$1.88K - $2.68K
|
1.35K
$100K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 52.94% |
$941 - $1.34K
|
8
$595
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.98K- 99.33% |
$311K - $444K
|
20
$1.49K
|
|
Jan 30, 2024
Q4 2023
|
Mirova Us LLC
|
SELL
|
- |
-4.48K- 0.66% |
$468K - $667K
|
675K
$50.2M
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-155- 86.11% |
$16.2K - $23.1K
|
25
$1.86K
|
|
Jan 29, 2024
Q4 2023
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
1K+ 26.67% |
$105K - $149K
|
4.75K
$353K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.4K+ 613.18% |
$1.81M - $2.59M
|
20.2K
$1.5M
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-23.8K- 93.31% |
$2.49M - $3.55M
|
1.71K
$127K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
83New |
$8.67K - $12.4K
|
83
$6.17K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-212- 95.93% |
$22.2K - $31.6K
|
9
$669
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.21K- 40.35% |
$126K - $180K
|
1.79K
$133K
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
266+ 14.79% |
$27.8K - $39.6K
|
2.06K
$153K
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-32- 0.68% |
$3.34K - $4.77K
|
4.65K
$346K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-28- 7.41% |
$2.93K - $4.17K
|
350
$26K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
448+ 15.23% |
$46.8K - $66.8K
|
3.39K
$252K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16New |
$1.67K - $2.38K
|
16
$1.19K
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-34- 1.61% |
$3.55K - $5.07K
|
2.08K
$155K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-106- 5.64% |
$11.1K - $15.8K
|
1.77K
$132K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-75- 5.12% |
$7.84K - $11.2K
|
1.39K
$103K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
270+ 7.71% |
$28.2K - $40.2K
|
3.77K
$281K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.33K- 19.55% |
$139K - $198K
|
5.47K
$407K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-878- 25.01% |
$91.8K - $131K
|
2.63K
$196K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
1+ 4.55% |
$105 - $149
|
23
$1.71K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36New |
$3.76K - $5.36K
|
36
$2.68K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-58- 59.79% |
$6.06K - $8.64K
|
39
$2.9K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 12.5% |
$314 - $447
|
21
$1.56K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 13.61% |
$20.9K - $29.8K
|
1.27K
$94.4K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-16.3K- 91.23% |
$1.71M - $2.43M
|
1.57K
$117K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-145- 1.59% |
$15.2K - $21.6K
|
8.99K
$669K
|
|
Q3 2023 | |||||||
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.37MNew |
$471M - $667M
|
3.37M
$251M
|