Purchases and Sales Made in Q2 2023 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2- 3.85% |
$353 - $517
|
50
$3.44K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 15.38% |
$353 - $517
|
11
$756
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.25% |
$530 - $775
|
1.21K
$83.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4- -0.0% |
$706 - $1.03K
|
733K
$50.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 10.26% |
$706 - $1.03K
|
35
$2.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 1.55% |
$883 - $1.29K
|
317
$21.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 29.41% |
$883 - $1.29K
|
12
$825
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 23.08% |
$1.06K - $1.55K
|
20
$1.37K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7Closed |
$1.24K - $1.81K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 17.07% |
$1.24K - $1.81K
|
34
$2.34K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 0.85% |
$1.24K - $1.81K
|
819
$56.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 4.0% |
$1.24K - $1.81K
|
168
$11.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 17.78% |
$1.41K - $2.07K
|
37
$2.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 7.08% |
$1.41K - $2.07K
|
105
$7.21K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 28.13% |
$1.59K - $2.33K
|
23
$1.58K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-9- 0.09% |
$1.59K - $2.33K
|
9.79K
$672K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-9- 0.22% |
$1.59K - $2.33K
|
4.09K
$281K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 18.75% |
$1.59K - $2.33K
|
39
$2.68K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 4.26% |
$1.77K - $2.58K
|
225
$15.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 9.43% |
$1.77K - $2.58K
|
96
$6.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-12- 0.52% |
$2.12K - $3.1K
|
2.28K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 9.92% |
$2.12K - $3.1K
|
109
$7.49K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-15- 0.27% |
$2.65K - $3.88K
|
5.45K
$375K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-15- 75.0% |
$2.65K - $3.88K
|
5
$344
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 3.54% |
$2.65K - $3.88K
|
409
$28.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-17- 0.13% |
$3K - $4.39K
|
12.8K
$878K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-18- 1.31% |
$3.18K - $4.65K
|
1.36K
$93.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-18- 0.64% |
$3.18K - $4.65K
|
2.79K
$192K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-19- 5.34% |
$3.35K - $4.91K
|
337
$23.2K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-20- 52.63% |
$3.53K - $5.17K
|
18
$1.24K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-20- 1.24% |
$3.53K - $5.17K
|
1.59K
$109K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-21- 21.88% |
$3.71K - $5.43K
|
75
$5.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-21- 0.08% |
$3.71K - $5.43K
|
25.5K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 25.58% |
$3.88K - $5.69K
|
64
$4.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 19.69% |
$4.41K - $6.46K
|
102
$7.01K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-27- 2.49% |
$4.77K - $6.98K
|
1.06K
$72.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-28- 2.25% |
$4.94K - $7.24K
|
1.22K
$83.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 19.74% |
$5.3K - $7.75K
|
122
$8.38K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-30- 60.0% |
$5.3K - $7.75K
|
20
$1.37K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-34- 0.09% |
$6K - $8.79K
|
39.6K
$2.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-35- 3.3% |
$6.18K - $9.05K
|
1.03K
$70.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-35- 77.78% |
$6.18K - $9.05K
|
10
$687
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-35- 4.04% |
$6.18K - $9.05K
|
831
$57.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-35- 1.69% |
$6.18K - $9.05K
|
2.04K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36- 2.49% |
$6.36K - $9.31K
|
1.41K
$96.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 5.31% |
$6.71K - $9.82K
|
678
$46.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-39- 9.63% |
$6.88K - $10.1K
|
366
$25.1K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-40- 2.66% |
$7.06K - $10.3K
|
1.46K
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-41- 0.41% |
$7.24K - $10.6K
|
9.89K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-41- 0.09% |
$7.24K - $10.6K
|
46.2K
$3.17M
|