Purchases and Sales Made in Q1 2024 in Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL) during Q1 2024. The information is specifically focused on institutions that hold shares of HALLIBURTON CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
35+ 0.6% |
$1.16K - $1.38K
|
5.83K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
33+ 0.44% |
$1.1K - $1.3K
|
7.58K
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
26+ 236.36% |
$864 - $1.02K
|
37
$815
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
24+ 0.43% |
$798 - $946
|
5.61K
$124K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.23% |
$798 - $946
|
10.6K
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
24+ 0.42% |
$798 - $946
|
5.68K
$125K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.22% |
$731 - $867
|
9.94K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 20.62% |
$665 - $788
|
117
$2.58K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19New |
$632 - $749
|
19
$419
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16+ 76.19% |
$532 - $631
|
37
$815
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 13.11% |
$532 - $631
|
138
$3.04K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
15+ 50.0% |
$499 - $591
|
45
$992
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 0.88% |
$465 - $552
|
1.61K
$35.4K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12New |
$399 - $473
|
12
$264
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10+ 0.0% |
$332 - $394
|
446K
$9.82M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.13% |
$266 - $315
|
6.19K
$137K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 0.44% |
$266 - $315
|
1.81K
$39.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.1% |
$233 - $276
|
6.77K
$149K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$233 - $276
|
6.23K
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 0.33% |
$199 - $237
|
1.83K
$40.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5+ 0.43% |
$166 - $197
|
1.16K
$25.5K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 1.85% |
$166 - $197
|
275
$6.06K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5+ 0.25% |
$166 - $197
|
2.02K
$44.5K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$133 - $158
|
931
$20.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 3.77% |
$133 - $158
|
110
$2.42K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.4% |
$133 - $158
|
1K
$22.1K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.04% |
$133 - $158
|
11.4K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3+ 0.01% |
$99.7 - $118
|
20.1K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.21% |
$66.5 - $78.8
|
955
$21K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1+ 0.01% |
$33.2 - $39.4
|
12.1K
$266K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.39% |
$33.2 - $39.4
|
259
$5.71K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.25% |
$33.2 - $39.4
|
403
$8.88K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$33.2 - $39.4
|
7.24K
$159K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$33.2 - $39.4
|
2.36K
$52.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$33.2 - $39.4
|
438
$9.65K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.85% |
$33.2 - $39.4
|
117
$2.58K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.03% |
$33.2 - $39.4
|
2.97K
$65.5K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$33.2 - $39.4
|
2.89K
$63.6K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.12% |
$33.2 - $39.4
|
88
$1.94K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3- 7.14% |
$99.7 - $118
|
39
$860
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 4.0% |
$166 - $197
|
120
$2.64K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 3.24% |
$332 - $394
|
299
$6.59K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 6.11% |
$465 - $552
|
215
$4.74K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 0.36% |
$499 - $591
|
4.17K
$91.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-17- 2.62% |
$565 - $670
|
631
$13.9K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-19- 0.26% |
$632 - $749
|
7.32K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 2.36% |
$698 - $828
|
868
$19.1K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-27- 0.3% |
$897 - $1.06K
|
8.88K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-34- 0.18% |
$1.13K - $1.34K
|
19K
$418K
|