Purchases and Sales Made in Q4 2022 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18New |
$3.42K - $4.5K
|
18
$1.4K
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
17+ 1.09% |
$3.23K - $4.25K
|
1.58K
$123K
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
17+ 0.47% |
$3.23K - $4.25K
|
3.62K
$282K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 2.07% |
$3.23K - $4.25K
|
839
$65.3K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
17+ 0.62% |
$3.23K - $4.25K
|
2.77K
$215K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16+ 20.51% |
$3.04K - $4K
|
94
$7.32K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 1.5% |
$3.04K - $4K
|
1.08K
$84.1K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 7.01% |
$2.85K - $3.75K
|
229
$17.8K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 4.89% |
$2.85K - $3.75K
|
322
$25.1K
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.27% |
$2.85K - $3.75K
|
5.57K
$434K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
15New |
$2.85K - $3.75K
|
15
$1.17K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
14+ 0.72% |
$2.66K - $3.5K
|
1.97K
$153K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.1% |
$2.28K - $3K
|
11.7K
$911K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
11New |
$2.09K - $2.75K
|
11
$856
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.28% |
$1.9K - $2.5K
|
448
$34.9K
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
9+ 0.56% |
$1.71K - $2.25K
|
1.61K
$125K
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
9+ 0.1% |
$1.71K - $2.25K
|
8.71K
$678K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9+ 36.0% |
$1.71K - $2.25K
|
34
$2.65K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8New |
$1.52K - $2K
|
8
$623
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
8New |
$1.52K - $2K
|
8
$623
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7New |
$1.33K - $1.75K
|
7
$545
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 38.89% |
$1.33K - $1.75K
|
25
$1.95K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6+ 30.0% |
$1.14K - $1.5K
|
26
$2.02K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.28% |
$1.14K - $1.5K
|
2.13K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6New |
$1.14K - $1.5K
|
6
$467
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 100.0% |
$950 - $1.25K
|
10
$779
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
5+ 0.09% |
$950 - $1.25K
|
5.75K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 11.11% |
$950 - $1.25K
|
50
$3.89K
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.28% |
$760 - $999
|
1.45K
$113K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4+ 0.38% |
$760 - $999
|
1.05K
$81.7K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.09% |
$760 - $999
|
4.39K
$342K
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
3+ 0.26% |
$570 - $749
|
1.15K
$89.9K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$570 - $749
|
1.13K
$87.6K
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
3+ 0.03% |
$570 - $749
|
9.01K
$702K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2+ 0.27% |
$380 - $500
|
749
$58.3K
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2+ 40.0% |
$380 - $500
|
7
$545
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2New |
$380 - $500
|
2
$156
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
1New |
$190 - $250
|
1
$77.9
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$190 - $250
|
3
$234
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1+ 0.11% |
$190 - $250
|
938
$73K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.06% |
$190 - $250
|
1.81K
$141K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 4.0% |
$190 - $250
|
24
$1.87K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 4.76% |
$190 - $250
|
20
$1.56K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2- 18.18% |
$380 - $500
|
9
$701
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$380 - $500
|
1.55K
$121K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2- 9.09% |
$380 - $500
|
20
$1.56K
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2- 0.24% |
$380 - $500
|
818
$63.7K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.25% |
$570 - $749
|
1.21K
$94.3K
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-4- 0.1% |
$760 - $999
|
4.09K
$318K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-5- 0.52% |
$950 - $1.25K
|
962
$74.9K
|