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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45+ 375.0% |
$5.63K - $7.11K
|
57
$4.94K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
44+ 9.67% |
$5.51K - $6.95K
|
499
$43.2K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
43New |
$5.38K - $6.79K
|
43
$3.72K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 3.65% |
$5.38K - $6.79K
|
1.22K
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
38+ 2.45% |
$4.76K - $6K
|
1.59K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.52% |
$4.76K - $6K
|
7.39K
$640K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 2.3% |
$4.51K - $5.69K
|
1.6K
$139K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
36+ 13.64% |
$4.51K - $5.69K
|
300
$26K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
36New |
$4.51K - $5.69K
|
36
$3.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
35New |
$4.38K - $5.53K
|
35
$3.03K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
31+ 23.85% |
$3.88K - $4.9K
|
161
$13.9K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30New |
$3.76K - $4.74K
|
30
$2.6K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 0.44% |
$3.76K - $4.74K
|
6.85K
$593K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
28+ 0.31% |
$3.51K - $4.42K
|
8.92K
$773K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
28+ 0.44% |
$3.51K - $4.42K
|
6.34K
$549K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 80.0% |
$3K - $3.79K
|
54
$4.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24+ 1.88% |
$3K - $3.79K
|
1.3K
$113K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 2.95% |
$2.75K - $3.47K
|
768
$66.5K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
22New |
$2.75K - $3.47K
|
22
$1.91K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 116.67% |
$2.63K - $3.32K
|
39
$3.38K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21+ 161.54% |
$2.63K - $3.32K
|
34
$2.94K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
20+ 0.38% |
$2.5K - $3.16K
|
5.35K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 20.0% |
$2.38K - $3K
|
114
$9.87K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 65.52% |
$2.38K - $3K
|
48
$4.16K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
19+ 1900.0% |
$2.38K - $3K
|
20
$1.73K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
18+ 0.1% |
$2.25K - $2.84K
|
18.3K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 35.42% |
$2.13K - $2.68K
|
65
$5.63K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16+ 0.78% |
$2K - $2.53K
|
2.07K
$179K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 375.0% |
$1.88K - $2.37K
|
19
$1.65K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 7.57% |
$1.75K - $2.21K
|
199
$17.2K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
13+ 0.06% |
$1.63K - $2.05K
|
21.9K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
12+ 3.31% |
$1.5K - $1.9K
|
374
$32.4K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
12+ 0.69% |
$1.5K - $1.9K
|
1.74K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 1.85% |
$1.38K - $1.74K
|
605
$52.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11+ 18.33% |
$1.38K - $1.74K
|
71
$6.15K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
11+ 0.79% |
$1.38K - $1.74K
|
1.4K
$121K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10+ 25.0% |
$1.25K - $1.58K
|
50
$4.33K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10New |
$1.25K - $1.58K
|
10
$866
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10+ 0.11% |
$1.25K - $1.58K
|
9.35K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
9+ 5.7% |
$1.13K - $1.42K
|
167
$14.5K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$1.13K - $1.42K
|
9
$779
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9+ 13.85% |
$1.13K - $1.42K
|
74
$6.41K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8New |
$1K - $1.26K
|
8
$693
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$1K - $1.26K
|
8
$693
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 2.66% |
$1K - $1.26K
|
309
$26.8K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$876 - $1.11K
|
7
$606
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
7+ 0.19% |
$876 - $1.11K
|
3.71K
$321K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.48% |
$876 - $1.11K
|
1.48K
$128K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.31% |
$751 - $948
|
1.94K
$168K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
6+ 3.0% |
$751 - $948
|
206
$17.8K
|