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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.1K+ 10.28% |
$195K - $285K
|
11.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
1.1K+ 11.67% |
$194K - $284K
|
10.5K
$912K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.08K+ 44.83% |
$190K - $279K
|
3.49K
$302K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
1.08K+ 8.84% |
$190K - $278K
|
13.3K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.06K+ 13.75% |
$186K - $273K
|
8.73K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$183K - $268K
|
1.04K
$89.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.02K+ 2.24% |
$179K - $263K
|
46.4K
$4.02M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.01K+ 115.83% |
$178K - $261K
|
1.88K
$163K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1K+ 5.6% |
$177K - $258K
|
18.9K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1K+ 49.88% |
$177K - $258K
|
3.01K
$260K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
997+ 5.48% |
$176K - $258K
|
19.2K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
997+ 1.58% |
$176K - $258K
|
64.1K
$5.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
997+ 23.05% |
$176K - $258K
|
5.32K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
992+ 8.32% |
$175K - $256K
|
12.9K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
975+ 12.92% |
$172K - $252K
|
8.52K
$738K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
956+ 6.41% |
$169K - $247K
|
15.9K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
940New |
$166K - $243K
|
940
$81.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
921+ 53.67% |
$163K - $238K
|
2.64K
$228K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
863+ 8.64% |
$152K - $223K
|
10.8K
$939K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
863+ 6.38% |
$152K - $223K
|
14.4K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
843+ 13.18% |
$149K - $218K
|
7.24K
$627K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
839+ 6.49% |
$148K - $217K
|
13.8K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
834+ 19.9% |
$147K - $216K
|
5.03K
$435K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
833+ 7.82% |
$147K - $215K
|
11.5K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
826+ 31.49% |
$146K - $214K
|
3.45K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
809+ 38.09% |
$143K - $209K
|
2.93K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
808+ 7.67% |
$143K - $209K
|
11.3K
$982K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
800+ 118.34% |
$141K - $207K
|
1.48K
$128K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
775+ 14.62% |
$137K - $200K
|
6.08K
$526K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
769+ 2.34% |
$136K - $199K
|
33.6K
$2.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
761+ 1.03% |
$134K - $197K
|
74.6K
$6.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
727+ 35.34% |
$128K - $188K
|
2.78K
$241K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
693+ 1100.0% |
$122K - $179K
|
756
$65.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
693+ 1.51% |
$122K - $179K
|
46.6K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
693+ 0.9% |
$122K - $179K
|
77.6K
$6.72M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
689+ 61.85% |
$122K - $178K
|
1.8K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
663+ 16.8% |
$117K - $171K
|
4.61K
$399K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
652+ 1.51% |
$115K - $169K
|
43.9K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
615+ 28.56% |
$109K - $159K
|
2.77K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
615+ 28.56% |
$109K - $159K
|
2.77K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
598+ 3.24% |
$106K - $155K
|
19.1K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
590+ 6.77% |
$104K - $153K
|
9.31K
$806K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
587+ 40.48% |
$104K - $152K
|
2.04K
$176K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
584+ 50.04% |
$103K - $151K
|
1.75K
$152K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
583+ 17.41% |
$103K - $151K
|
3.93K
$341K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
571+ 2.8% |
$101K - $148K
|
21K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
550+ 23.76% |
$97.1K - $142K
|
2.87K
$248K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
548+ 59.05% |
$96.7K - $142K
|
1.48K
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
546+ 40.78% |
$96.4K - $141K
|
1.89K
$163K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
537+ 2.76% |
$94.8K - $139K
|
20K
$1.73M
|