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 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
190New |
$19.9K - $28.3K
|
190
$12.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
177New |
$18.5K - $26.4K
|
177
$11.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
164+ 3.49% |
$17.1K - $24.4K
|
4.86K
$325K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
160+ 0.39% |
$16.7K - $23.8K
|
40.7K
$2.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
159+ 1.28% |
$16.6K - $23.7K
|
12.6K
$845K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
157New |
$16.4K - $23.4K
|
157
$10.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
154+ 6.19% |
$16.1K - $22.9K
|
2.64K
$177K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
151+ 9.93% |
$15.8K - $22.5K
|
1.67K
$112K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
150New |
$15.7K - $22.4K
|
150
$10K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
140New |
$14.6K - $20.9K
|
140
$9.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
137+ 1.02% |
$14.3K - $20.4K
|
13.5K
$905K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
136+ 4.62% |
$14.2K - $20.3K
|
3.08K
$206K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
135+ 7.17% |
$14.1K - $20.1K
|
2.02K
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
131+ 8.92% |
$13.7K - $19.5K
|
1.6K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
129+ 3.91% |
$13.5K - $19.2K
|
3.43K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
128+ 0.93% |
$13.4K - $19.1K
|
14K
$935K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
126+ 0.57% |
$13.2K - $18.8K
|
22.3K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
123+ 8.63% |
$12.9K - $18.3K
|
1.55K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
121+ 310.26% |
$12.6K - $18K
|
160
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
100+ 0.42% |
$10.5K - $14.9K
|
23.9K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
100New |
$10.5K - $14.9K
|
100
$6.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 6.85% |
$10.5K - $14.9K
|
1.56K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
98+ 9.12% |
$10.2K - $14.6K
|
1.17K
$78.5K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
98+ 9.12% |
$10.2K - $14.6K
|
1.17K
$78.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
97New |
$10.1K - $14.5K
|
97
$6.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96+ 16.81% |
$10K - $14.3K
|
667
$44.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
94New |
$9.82K - $14K
|
94
$6.29K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
87+ 348.0% |
$9.09K - $13K
|
112
$7.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
87+ 59.59% |
$9.09K - $13K
|
233
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 3.48% |
$8.99K - $12.8K
|
2.56K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85+ 33.46% |
$8.88K - $12.7K
|
339
$22.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
85New |
$8.88K - $12.7K
|
85
$5.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
83New |
$8.67K - $12.4K
|
83
$5.56K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
80New |
$8.36K - $11.9K
|
80
$5.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
80+ 29.2% |
$8.36K - $11.9K
|
354
$23.7K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
78New |
$8.15K - $11.6K
|
78
$5.22K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
76+ 6.31% |
$7.94K - $11.3K
|
1.28K
$85.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
76+ 0.46% |
$7.94K - $11.3K
|
16.7K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
70New |
$7.32K - $10.4K
|
70
$4.69K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
67+ 3.37% |
$7K - $9.98K
|
2.06K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
66+ 2.0% |
$6.9K - $9.84K
|
3.37K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
65New |
$6.79K - $9.69K
|
65
$4.35K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 4.19% |
$6.58K - $9.39K
|
1.57K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
61New |
$6.38K - $9.09K
|
61
$4.08K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 60.0% |
$6.27K - $8.94K
|
160
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
59+ 131.11% |
$6.17K - $8.79K
|
104
$6.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
57New |
$5.96K - $8.49K
|
57
$3.82K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
54New |
$5.64K - $8.05K
|
54
$3.62K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
50+ 1.44% |
$5.23K - $7.45K
|
3.52K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
49New |
$5.12K - $7.3K
|
49
$3.28K
|