Purchases and Sales Made in Q4 2024 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q4 2024. 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, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
296+ 7.33% |
$18.6K - $28.8K
|
4.33K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
287+ 8.36% |
$18K - $27.9K
|
3.72K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
276+ 25.82% |
$17.3K - $26.8K
|
1.35K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
274+ 3.06% |
$17.2K - $26.6K
|
9.21K
$798K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
268+ 4466.67% |
$16.8K - $26.1K
|
274
$23.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
265+ 2.83% |
$16.6K - $25.8K
|
9.61K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
212+ 5.19% |
$13.3K - $20.6K
|
4.3K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
210+ 0.62% |
$13.2K - $20.4K
|
34.3K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.53% |
$12.5K - $19.4K
|
38.2K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
158+ 68.7% |
$9.91K - $15.4K
|
388
$33.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
154+ 47.38% |
$9.66K - $15K
|
479
$41.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 8.68% |
$9.29K - $14.4K
|
1.85K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
142+ 79.33% |
$8.91K - $13.8K
|
321
$27.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
141+ 42.09% |
$8.85K - $13.7K
|
476
$41.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
139+ 21.79% |
$8.72K - $13.5K
|
777
$67.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
136+ 4533.33% |
$8.53K - $13.2K
|
139
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
134+ 9.77% |
$8.41K - $13K
|
1.51K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
127New |
$7.97K - $12.3K
|
127
$11K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
125+ 1.89% |
$7.84K - $12.2K
|
6.75K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
122New |
$7.65K - $11.9K
|
122
$10.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
120New |
$7.53K - $11.7K
|
120
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
104New |
$6.52K - $10.1K
|
104
$9.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
103New |
$6.46K - $10K
|
103
$8.92K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$6.27K - $9.72K
|
100
$8.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 3.14% |
$6.27K - $9.72K
|
3.28K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
97New |
$6.09K - $9.43K
|
97
$8.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
96+ 22.86% |
$6.02K - $9.34K
|
516
$44.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
96+ 960.0% |
$6.02K - $9.34K
|
106
$9.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
94+ 68.12% |
$5.9K - $9.14K
|
232
$20.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
91New |
$5.71K - $8.85K
|
91
$7.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 3.04% |
$5.71K - $8.85K
|
3.08K
$267K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
90+ 1.58% |
$5.65K - $8.75K
|
5.78K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
88New |
$5.52K - $8.56K
|
88
$7.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
72+ 88.89% |
$4.52K - $7K
|
153
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
71New |
$4.45K - $6.9K
|
71
$6.15K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
70+ 18.37% |
$4.39K - $6.81K
|
451
$39.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
68New |
$4.27K - $6.61K
|
68
$5.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
62New |
$3.89K - $6.03K
|
62
$5.37K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
62New |
$3.89K - $6.03K
|
62
$5.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$3.14K - $4.86K
|
50
$4.33K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
46+ 7.47% |
$2.89K - $4.47K
|
662
$57.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
44+ 53.66% |
$2.76K - $4.28K
|
126
$10.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
39New |
$2.45K - $3.79K
|
39
$3.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
38New |
$2.38K - $3.7K
|
38
$3.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
35+ 0.89% |
$2.2K - $3.4K
|
3.96K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
35+ 700.0% |
$2.2K - $3.4K
|
40
$3.46K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
30New |
$1.88K - $2.92K
|
30
$2.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.15% |
$1.88K - $2.92K
|
20K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
29New |
$1.82K - $2.82K
|
29
$2.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 27.88% |
$1.82K - $2.82K
|
133
$11.5K
|