Purchases and Sales Made in Q2 2023 in Estee Lauder Companies Inc (EL)
This table provides information about the institutional ownership of Estee Lauder Companies Inc (EL) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
93+ 5.23% |
$16.4K - $24K
|
1.87K
$122K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
93+ 1.86% |
$16.4K - $24K
|
5.09K
$331K
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
93New |
$16.4K - $24K
|
93
$6.05K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
92+ 5.6% |
$16.2K - $23.8K
|
1.74K
$113K
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
92+ 2.31% |
$16.2K - $23.8K
|
4.07K
$264K
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
92+ 3.82% |
$16.2K - $23.8K
|
2.5K
$162K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
89+ 4.56% |
$15.7K - $23K
|
2.04K
$133K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
82New |
$14.5K - $21.2K
|
82
$5.33K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
80+ 0.97% |
$14.1K - $20.7K
|
8.32K
$541K
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
78+ 2.45% |
$13.8K - $20.2K
|
3.26K
$212K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 19.34% |
$13.4K - $19.6K
|
469
$30.5K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
73+ 7.21% |
$12.9K - $18.9K
|
1.09K
$70.6K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
70+ 5.49% |
$12.4K - $18.1K
|
1.35K
$87.5K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70+ 1.45% |
$12.4K - $18.1K
|
4.9K
$319K
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
62+ 5.05% |
$10.9K - $16K
|
1.29K
$83.9K
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
60+ 0.8% |
$10.6K - $15.5K
|
7.54K
$491K
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
60+ 5.9% |
$10.6K - $15.5K
|
1.08K
$70K
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
60+ 2.79% |
$10.6K - $15.5K
|
2.21K
$144K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59+ 5.28% |
$10.4K - $15.3K
|
1.18K
$76.5K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
58+ 5.77% |
$10.2K - $15K
|
1.06K
$69.2K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
57+ 9.64% |
$10.1K - $14.7K
|
648
$42.1K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
57New |
$10.1K - $14.7K
|
57
$3.71K
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
57+ 1.96% |
$10.1K - $14.7K
|
2.97K
$193K
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
52+ 1.51% |
$9.18K - $13.4K
|
3.5K
$227K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52+ 1.94% |
$9.18K - $13.4K
|
2.73K
$177K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$8.83K - $12.9K
|
50
$3.25K
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
50+ 0.37% |
$8.83K - $12.9K
|
13.4K
$874K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
49New |
$8.65K - $12.7K
|
49
$3.19K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
48+ 3.99% |
$8.47K - $12.4K
|
1.25K
$81.3K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
48New |
$8.47K - $12.4K
|
48
$3.12K
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
45+ 5.91% |
$7.94K - $11.6K
|
806
$52.4K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
45New |
$7.94K - $11.6K
|
45
$2.93K
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
44+ 0.34% |
$7.77K - $11.4K
|
13.1K
$853K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
43+ 2.89% |
$7.59K - $11.1K
|
1.53K
$99.7K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42+ 6.86% |
$7.41K - $10.9K
|
654
$42.5K
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
40+ 3.68% |
$7.06K - $10.3K
|
1.13K
$73.3K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
40New |
$7.06K - $10.3K
|
40
$2.6K
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
37+ 1.69% |
$6.53K - $9.56K
|
2.23K
$145K
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
35+ 2.53% |
$6.18K - $9.05K
|
1.42K
$92.1K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35+ 26.52% |
$6.18K - $9.05K
|
167
$10.9K
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
34New |
$6K - $8.79K
|
34
$2.21K
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
34+ 0.81% |
$6K - $8.79K
|
4.25K
$277K
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
33+ 86.84% |
$5.83K - $8.53K
|
71
$4.62K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.43% |
$5.47K - $8.01K
|
7.31K
$476K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
31+ 442.86% |
$5.47K - $8.01K
|
38
$2.47K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.67% |
$5.3K - $7.75K
|
4.52K
$294K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
29+ 2.2% |
$5.12K - $7.5K
|
1.35K
$87.7K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28+ 1.48% |
$4.94K - $7.24K
|
1.92K
$125K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27+ 79.41% |
$4.77K - $6.98K
|
61
$3.97K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 9.25% |
$4.77K - $6.98K
|
319
$20.7K
|