Purchases and Sales Made in Q1 2024 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q1 2024. 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 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
35New |
$4.38K - $5.53K
|
35
$2.59K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
31+ 23.85% |
$3.88K - $4.9K
|
161
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 0.44% |
$3.76K - $4.74K
|
6.85K
$507K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30New |
$3.76K - $4.74K
|
30
$2.22K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
28+ 0.31% |
$3.51K - $4.42K
|
8.92K
$660K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.44% |
$3.51K - $4.42K
|
6.34K
$469K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 80.0% |
$3K - $3.79K
|
54
$3.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 1.88% |
$3K - $3.79K
|
1.3K
$96.5K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
22New |
$2.75K - $3.47K
|
22
$1.63K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 2.95% |
$2.75K - $3.47K
|
768
$56.8K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 161.54% |
$2.63K - $3.32K
|
34
$2.52K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 116.67% |
$2.63K - $3.32K
|
39
$2.89K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 0.38% |
$2.5K - $3.16K
|
5.35K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 20.0% |
$2.38K - $3K
|
114
$8.43K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 65.52% |
$2.38K - $3K
|
48
$3.55K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
19+ 1900.0% |
$2.38K - $3K
|
20
$1.48K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
18+ 0.1% |
$2.25K - $2.84K
|
18.3K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 35.42% |
$2.13K - $2.68K
|
65
$4.81K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.78% |
$2K - $2.53K
|
2.07K
$153K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 375.0% |
$1.88K - $2.37K
|
19
$1.41K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 7.57% |
$1.75K - $2.21K
|
199
$14.7K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
13+ 0.06% |
$1.63K - $2.05K
|
21.9K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
12+ 0.69% |
$1.5K - $1.9K
|
1.74K
$129K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 3.31% |
$1.5K - $1.9K
|
374
$27.7K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 18.33% |
$1.38K - $1.74K
|
71
$5.25K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11+ 0.79% |
$1.38K - $1.74K
|
1.4K
$103K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 1.85% |
$1.38K - $1.74K
|
605
$44.8K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.25K - $1.58K
|
10
$740
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10+ 25.0% |
$1.25K - $1.58K
|
50
$3.7K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10+ 0.11% |
$1.25K - $1.58K
|
9.35K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 13.85% |
$1.13K - $1.42K
|
74
$5.47K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
9+ 5.7% |
$1.13K - $1.42K
|
167
$12.4K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$1.13K - $1.42K
|
9
$666
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 2.66% |
$1K - $1.26K
|
309
$22.9K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1K - $1.26K
|
8
$592
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$1K - $1.26K
|
8
$592
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
7+ 0.19% |
$876 - $1.11K
|
3.71K
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.48% |
$876 - $1.11K
|
1.48K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$876 - $1.11K
|
7
$518
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.31% |
$751 - $948
|
1.94K
$144K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
6+ 3.0% |
$751 - $948
|
206
$15.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$626 - $790
|
5
$370
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 83.33% |
$626 - $790
|
11
$814
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4New |
$501 - $632
|
4
$296
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 20.0% |
$501 - $632
|
24
$1.78K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3New |
$376 - $474
|
3
$222
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.76% |
$376 - $474
|
173
$12.8K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3New |
$376 - $474
|
3
$222
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$250 - $316
|
2
$148
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.44% |
$250 - $316
|
455
$33.7K
|