Purchases and Sales Made in Q4 2023 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3New |
$314 - $447
|
3
$260
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 0.71% |
$209 - $298
|
282
$24.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$209 - $298
|
2
$173
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$209 - $298
|
2
$173
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $149
|
10.1K
$877K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.17% |
$105 - $149
|
47
$4.07K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1- 2.04% |
$105 - $149
|
48
$4.16K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- 0.06% |
$105 - $149
|
1.59K
$138K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 1.64% |
$105 - $149
|
60
$5.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1- 0.06% |
$105 - $149
|
1.64K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- 0.14% |
$209 - $298
|
1.46K
$126K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 12.5% |
$314 - $447
|
21
$1.82K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3- 0.36% |
$314 - $447
|
829
$71.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 25.0% |
$418 - $596
|
12
$1.04K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- 0.35% |
$523 - $745
|
1.44K
$125K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 27.78% |
$523 - $745
|
13
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 0.5% |
$523 - $745
|
992
$85.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 35.29% |
$627 - $894
|
11
$953
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 6.82% |
$627 - $894
|
82
$7.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-7- 0.16% |
$732 - $1.04K
|
4.41K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 21.88% |
$732 - $1.04K
|
25
$2.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-8- 1.06% |
$836 - $1.19K
|
744
$64.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-8- 44.44% |
$836 - $1.19K
|
10
$866
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.57% |
$836 - $1.19K
|
1.41K
$122K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9- 52.94% |
$941 - $1.34K
|
8
$693
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10- 0.17% |
$1.05K - $1.49K
|
5.85K
$506K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-10- 2.69% |
$1.05K - $1.49K
|
362
$31.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 4.37% |
$1.15K - $1.64K
|
241
$20.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-11- 0.09% |
$1.15K - $1.64K
|
11.7K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 12.04% |
$1.36K - $1.94K
|
95
$8.23K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-13- 18.57% |
$1.36K - $1.94K
|
57
$4.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-14- 1.5% |
$1.46K - $2.09K
|
919
$79.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-17- 0.84% |
$1.78K - $2.53K
|
2K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-17- 4.06% |
$1.78K - $2.53K
|
402
$34.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 76.0% |
$1.99K - $2.83K
|
6
$520
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-19- 16.52% |
$1.99K - $2.83K
|
96
$8.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 31.75% |
$2.09K - $2.98K
|
43
$3.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23- 32.39% |
$2.4K - $3.43K
|
48
$4.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-23- 74.19% |
$2.4K - $3.43K
|
8
$693
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-23- 0.69% |
$2.4K - $3.43K
|
3.29K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-24- 0.9% |
$2.51K - $3.58K
|
2.63K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-26- 1.24% |
$2.72K - $3.87K
|
2.08K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-28- 82.35% |
$2.93K - $4.17K
|
6
$520
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-28- 7.41% |
$2.93K - $4.17K
|
350
$30.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-31- 4.04% |
$3.24K - $4.62K
|
737
$63.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-32- 0.68% |
$3.34K - $4.77K
|
4.65K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-33- 21.43% |
$3.45K - $4.92K
|
121
$10.5K
|