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 |
---|---|---|---|---|---|---|---|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
125+ 82.24% |
$17.5K - $24.8K
|
277
$24K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
125+ 14.27% |
$17.5K - $24.8K
|
1K
$86.7K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
120+ 0.72% |
$16.8K - $23.8K
|
16.8K
$1.45M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
119+ 5.4% |
$16.6K - $23.6K
|
2.32K
$201K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
115+ 8.11% |
$16.1K - $22.8K
|
1.53K
$133K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
109+ 13.78% |
$15.2K - $21.6K
|
900
$77.9K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
109+ 13.78% |
$15.2K - $21.6K
|
900
$77.9K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
107+ 22.81% |
$14.9K - $21.2K
|
576
$49.9K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 6.36% |
$14.8K - $21K
|
1.77K
$154K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.7% |
$14K - $19.8K
|
14.4K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 7.35% |
$14K - $19.8K
|
1.46K
$126K
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
100New |
$14K - $19.8K
|
100
$8.66K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100+ 185.19% |
$14K - $19.8K
|
154
$13.3K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
100New |
$14K - $19.8K
|
100
$8.66K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$14K - $19.8K
|
39.5K
$3.42M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
97+ 42.73% |
$13.5K - $19.2K
|
324
$28.1K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96+ 7.88% |
$13.4K - $19K
|
1.32K
$114K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
95+ 0.64% |
$13.3K - $18.8K
|
15K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
94+ 58.75% |
$13.1K - $18.6K
|
254
$22K
|
|
Nov 14, 2023
Q3 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
89+ 1.49% |
$12.4K - $17.6K
|
6.07K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
87+ 3.19% |
$12.1K - $17.2K
|
2.81K
$244K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
81+ 16.53% |
$11.3K - $16K
|
571
$49.5K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
79+ 9.25% |
$11K - $15.6K
|
933
$80.8K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
75+ 0.46% |
$10.5K - $14.9K
|
16.5K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
74+ 3.22% |
$10.3K - $14.7K
|
2.37K
$206K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
66+ 4.78% |
$9.21K - $13.1K
|
1.45K
$125K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
63New |
$8.8K - $12.5K
|
63
$5.46K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 16.01% |
$8.52K - $12.1K
|
442
$38.3K
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
60+ 2.22% |
$8.38K - $11.9K
|
2.76K
$239K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60New |
$8.38K - $11.9K
|
60
$5.2K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
57+ 438.46% |
$7.96K - $11.3K
|
70
$6.06K
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
50+ 1.46% |
$6.98K - $9.9K
|
3.47K
$300K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
49+ 89.09% |
$6.84K - $9.7K
|
104
$9.01K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
48+ 64.0% |
$6.7K - $9.5K
|
123
$10.7K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
47New |
$6.56K - $9.31K
|
47
$4.07K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45+ 2.21% |
$6.28K - $8.91K
|
2.08K
$180K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
44+ 24.86% |
$6.14K - $8.71K
|
221
$19.1K
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
44New |
$6.14K - $8.71K
|
44
$3.81K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
43+ 1.69% |
$6K - $8.51K
|
2.59K
$224K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
42+ 95.45% |
$5.86K - $8.32K
|
86
$7.45K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
41+ 0.89% |
$5.72K - $8.12K
|
4.67K
$404K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
37+ 7.79% |
$5.17K - $7.33K
|
512
$44.3K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35+ 0.33% |
$4.89K - $6.93K
|
10.6K
$916K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
32+ 1.59% |
$4.47K - $6.34K
|
2.05K
$178K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26+ 260.0% |
$3.63K - $5.15K
|
36
$3.12K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 416.67% |
$3.49K - $4.95K
|
31
$2.68K
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
25+ 0.19% |
$3.49K - $4.95K
|
13.1K
$1.14M
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
24+ 0.91% |
$3.35K - $4.75K
|
2.66K
$230K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
24+ 0.43% |
$3.35K - $4.75K
|
5.63K
$487K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22+ 1.9% |
$3.07K - $4.36K
|
1.18K
$102K
|