Purchases and Sales Made in Q3 2023 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
832+ 58.63% |
$116K - $165K
|
2.25K
$195K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 7.13% |
$112K - $158K
|
12K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
788+ 5.64% |
$110K - $156K
|
14.8K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
779+ 5.64% |
$109K - $154K
|
14.6K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
765+ 10.56% |
$107K - $151K
|
8.01K
$693K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
755+ 6.35% |
$105K - $149K
|
12.6K
$1.1M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
745+ 219.76% |
$104K - $148K
|
1.08K
$93.9K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
724+ 3.55% |
$101K - $143K
|
21.1K
$1.83M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
694+ 26.68% |
$96.9K - $137K
|
3.3K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
683+ 6.91% |
$95.4K - $135K
|
10.6K
$915K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
678+ 5.53% |
$94.7K - $134K
|
12.9K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
677+ 5.03% |
$94.5K - $134K
|
14.1K
$1.23M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
670New |
$93.5K - $133K
|
670
$58K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
660+ 7.28% |
$92.1K - $131K
|
9.73K
$842K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
654+ 22.79% |
$91.3K - $129K
|
3.52K
$305K
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
652+ 16.58% |
$91K - $129K
|
4.58K
$397K
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
648+ 5.43% |
$90.5K - $128K
|
12.6K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
602+ 48.74% |
$84.1K - $119K
|
1.84K
$159K
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
596+ 11.94% |
$83.2K - $118K
|
5.59K
$484K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
581+ 22.03% |
$81.1K - $115K
|
3.22K
$279K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
572+ 20.55% |
$79.9K - $113K
|
3.36K
$291K
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
570+ 6.69% |
$79.6K - $113K
|
9.09K
$787K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
567+ 19.63% |
$79.2K - $112K
|
3.46K
$299K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
554+ 16.01% |
$77.3K - $110K
|
4.01K
$348K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
545+ 26.2% |
$76.1K - $108K
|
2.63K
$227K
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
522+ 37.1% |
$72.9K - $103K
|
1.93K
$167K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
521New |
$72.7K - $103K
|
521
$45.1K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
519+ 21.43% |
$72.5K - $103K
|
2.94K
$255K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
514+ 552.69% |
$71.8K - $102K
|
607
$52.6K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
476+ 8.19% |
$66.5K - $94.2K
|
6.29K
$545K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
463New |
$64.6K - $91.7K
|
463
$40.1K
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
463+ 49.47% |
$64.6K - $91.7K
|
1.4K
$121K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
458+ 11.31% |
$63.9K - $90.7K
|
4.51K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
456+ 23.43% |
$63.7K - $90.3K
|
2.4K
$208K
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
BUY
|
- |
451+ 0.34% |
$63K - $89.3K
|
134K
$11.6M
|
|
Oct 23, 2023
Q3 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
450+ 5.45% |
$62.8K - $89.1K
|
8.7K
$754K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
446+ 2.55% |
$62.3K - $88.3K
|
18K
$1.56M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
445+ 25.41% |
$62.1K - $88.1K
|
2.2K
$190K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
443+ 8.77% |
$61.9K - $87.7K
|
5.49K
$476K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
408+ 2.71% |
$57K - $80.8K
|
15.4K
$1.34M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
407+ 4.37% |
$56.8K - $80.6K
|
9.71K
$841K
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
406+ 20.49% |
$56.7K - $80.4K
|
2.39K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
400+ 0.39% |
$55.8K - $79.2K
|
104K
$8.99M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394+ 15.96% |
$55K - $78K
|
2.86K
$248K
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
393+ 8.23% |
$54.9K - $77.8K
|
5.17K
$448K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
390+ 2.09% |
$54.5K - $77.2K
|
19K
$1.65M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
382New |
$53.3K - $75.6K
|
382
$33.1K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
378New |
$52.8K - $74.8K
|
378
$32.7K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
363+ 25.64% |
$50.7K - $71.9K
|
1.78K
$154K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
362+ 188.54% |
$50.5K - $71.7K
|
554
$48K
|