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 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 83.33% |
$626 - $790
|
11
$953
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$626 - $790
|
5
$433
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4New |
$501 - $632
|
4
$346
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 20.0% |
$501 - $632
|
24
$2.08K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 1.76% |
$376 - $474
|
173
$15K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3New |
$376 - $474
|
3
$260
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3New |
$376 - $474
|
3
$260
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.26% |
$250 - $316
|
49
$4.24K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
2New |
$250 - $316
|
2
$173
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$250 - $316
|
1.27K
$110K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.44% |
$250 - $316
|
455
$39.4K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$250 - $316
|
2
$173
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.1% |
$125 - $158
|
1.01K
$87.7K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1New |
$125 - $158
|
1
$86.6
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 2.7% |
$125 - $158
|
38
$3.29K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 2.22% |
$125 - $158
|
46
$3.98K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.17% |
$125 - $158
|
604
$52.3K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.5% |
$250 - $316
|
400
$34.6K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 50.0% |
$250 - $316
|
2
$173
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-2- 0.11% |
$250 - $316
|
1.8K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 1.29% |
$376 - $474
|
230
$19.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 0.13% |
$501 - $632
|
3.02K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5- 0.2% |
$626 - $790
|
2.47K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 50.0% |
$626 - $790
|
5
$433
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-5- 0.13% |
$626 - $790
|
3.72K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5- 9.09% |
$626 - $790
|
50
$4.33K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6- 0.97% |
$751 - $948
|
612
$53K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6- 0.25% |
$751 - $948
|
2.36K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-6- 2.91% |
$751 - $948
|
200
$17.3K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-7- 25.93% |
$876 - $1.11K
|
20
$1.73K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-7- 0.28% |
$876 - $1.11K
|
2.45K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.64% |
$1.13K - $1.42K
|
1.4K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-9- 0.19% |
$1.13K - $1.42K
|
4.64K
$402K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-11- 22.92% |
$1.38K - $1.74K
|
37
$3.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-11- 31.43% |
$1.38K - $1.74K
|
24
$2.08K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 91.67% |
$1.38K - $1.74K
|
1
$86.6
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-12- 0.43% |
$1.5K - $1.9K
|
2.75K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13- 0.82% |
$1.63K - $2.05K
|
1.58K
$137K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-13- 0.23% |
$1.63K - $2.05K
|
5.68K
$492K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-15- 25.42% |
$1.88K - $2.37K
|
44
$3.81K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.4% |
$2K - $2.53K
|
651
$56.4K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 1.85% |
$2K - $2.53K
|
850
$73.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 12.5% |
$2.5K - $3.16K
|
140
$12.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22- 30.99% |
$2.75K - $3.47K
|
49
$4.24K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23- 0.8% |
$2.88K - $3.63K
|
2.84K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-25- 0.21% |
$3.13K - $3.95K
|
11.7K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 21.93% |
$3.13K - $3.95K
|
89
$7.71K
|
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-31- 0.51% |
$3.88K - $4.9K
|
6.07K
$526K
|