Purchases and Sales Made in Q1 2023 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q1 2023. The information is specifically focused on institutions that hold shares of ESTEE LAUDER COMPANIES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
71+ 8.67% |
$16.7K - $19.9K
|
890
$57.5K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
71+ 5.42% |
$16.7K - $19.9K
|
1.38K
$89.2K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
71New |
$16.7K - $19.9K
|
71
$4.58K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
70New |
$16.4K - $19.7K
|
70
$4.52K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
68+ 6800.0% |
$16K - $19.1K
|
69
$4.46K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 7.38% |
$16K - $19.1K
|
989
$63.9K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
66+ 275.0% |
$15.5K - $18.5K
|
90
$5.81K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
66+ 0.89% |
$15.5K - $18.5K
|
7.48K
$483K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
65+ 4.44% |
$15.2K - $18.3K
|
1.53K
$98.7K
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
65+ 0.62% |
$15.2K - $18.3K
|
10.5K
$680K
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
64+ 4.05% |
$15K - $18K
|
1.65K
$106K
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
61+ 7.24% |
$14.3K - $17.1K
|
904
$58.4K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61+ 1.22% |
$14.3K - $17.1K
|
5.07K
$327K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
60New |
$14.1K - $16.8K
|
60
$3.87K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 0.74% |
$14.1K - $16.8K
|
8.15K
$527K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
58+ 2.02% |
$13.6K - $16.3K
|
2.93K
$189K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
58New |
$13.6K - $16.3K
|
58
$3.75K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
55New |
$12.9K - $15.4K
|
55
$3.55K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
53+ 1.08% |
$12.4K - $14.9K
|
4.97K
$321K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
52+ 0.74% |
$12.2K - $14.6K
|
7.07K
$456K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
51New |
$12K - $14.3K
|
51
$3.29K
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
BUY
|
- |
51+ 0.05% |
$12K - $14.3K
|
107K
$6.9M
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
51New |
$12K - $14.3K
|
51
$3.29K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 13.85% |
$11.7K - $14K
|
411
$26.5K
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
49+ 5.53% |
$11.5K - $13.8K
|
935
$60.4K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
47+ 427.27% |
$11K - $13.2K
|
58
$3.75K
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46+ 3.11% |
$10.8K - $12.9K
|
1.52K
$98.3K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
46+ 0.76% |
$10.8K - $12.9K
|
6.1K
$394K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45+ 6.36% |
$10.6K - $12.6K
|
752
$48.6K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
45+ 27.11% |
$10.6K - $12.6K
|
211
$13.6K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
42+ 3.73% |
$9.85K - $11.8K
|
1.17K
$75.4K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
42+ 1.38% |
$9.85K - $11.8K
|
3.09K
$199K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
41+ 1.19% |
$9.62K - $11.5K
|
3.5K
$226K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
39+ 1.49% |
$9.15K - $11K
|
2.66K
$172K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 2.78% |
$9.15K - $11K
|
1.44K
$93.2K
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
37+ 1.68% |
$8.68K - $10.4K
|
2.24K
$144K
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
37+ 0.19% |
$8.68K - $10.4K
|
19.3K
$1.25M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
36+ 2.68% |
$8.44K - $10.1K
|
1.38K
$89.1K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
35+ 8.77% |
$8.21K - $9.83K
|
434
$28K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
35+ 350.0% |
$8.21K - $9.83K
|
45
$2.91K
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
35+ 12.73% |
$8.21K - $9.83K
|
310
$20K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.47% |
$7.98K - $9.55K
|
7.28K
$470K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34New |
$7.98K - $9.55K
|
34
$2.2K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 1.75% |
$7.51K - $8.99K
|
1.86K
$120K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32New |
$7.51K - $8.99K
|
32
$2.07K
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
30+ 0.19% |
$7.04K - $8.42K
|
15.7K
$1.02M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
29+ 3.01% |
$6.8K - $8.14K
|
993
$64.1K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
28+ 3.2% |
$6.57K - $7.86K
|
904
$58.4K
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
28+ 0.08% |
$6.57K - $7.86K
|
35.7K
$2.3M
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27+ 2.55% |
$6.33K - $7.58K
|
1.09K
$70.1K
|