Purchases and Sales Made in Q1 2025 in Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
15New |
$362 - $449
|
15
$331
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
15New |
$362 - $449
|
15
$331
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
12+ 0.13% |
$290 - $359
|
9.08K
$200K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
11New |
$266 - $329
|
11
$242
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
8+ 0.66% |
$193 - $239
|
1.22K
$26.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7+ 0.6% |
$169 - $209
|
1.18K
$26.1K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
6+ 0.02% |
$145 - $179
|
36.1K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$121 - $150
|
5
$110
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5New |
$121 - $150
|
5
$110
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5+ 0.69% |
$121 - $150
|
729
$16.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.63% |
$72.4 - $89.7
|
476
$10.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3+ 0.04% |
$72.4 - $89.7
|
8.02K
$177K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.66% |
$48.3 - $59.8
|
304
$6.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.25% |
$48.3 - $59.8
|
803
$17.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.14% |
$48.3 - $59.8
|
1.44K
$31.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.02% |
$48.3 - $59.8
|
11.8K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.38% |
$24.2 - $29.9
|
265
$5.84K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.93% |
$24.2 - $29.9
|
108
$2.38K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1- 0.01% |
$24.2 - $29.9
|
7.97K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-3- 10.0% |
$72.4 - $89.7
|
27
$595
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.05% |
$96.6 - $120
|
8.41K
$185K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.76% |
$96.6 - $120
|
522
$11.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 6.38% |
$145 - $179
|
88
$1.94K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 1.95% |
$169 - $209
|
352
$7.76K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-13- 3.23% |
$314 - $389
|
389
$8.57K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-15- 12.5% |
$362 - $449
|
105
$2.31K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16- 17.2% |
$386 - $478
|
77
$1.7K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18- 26.47% |
$435 - $538
|
50
$1.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.17% |
$435 - $538
|
10.6K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 0.48% |
$435 - $538
|
3.74K
$82.4K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-20- 40.0% |
$483 - $598
|
30
$661
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 9.9% |
$483 - $598
|
182
$4.01K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 5.62% |
$483 - $598
|
336
$7.41K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-21- 22.11% |
$507 - $628
|
74
$1.63K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-26- 1.98% |
$628 - $777
|
1.29K
$28.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.34% |
$725 - $897
|
8.7K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32- 0.72% |
$773 - $957
|
4.42K
$97.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-34- 8.11% |
$821 - $1.02K
|
385
$8.49K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-35- 87.5% |
$845 - $1.05K
|
5
$110
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-45- 10.23% |
$1.09K - $1.35K
|
395
$8.71K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-50- 33.33% |
$1.21K - $1.5K
|
100
$2.2K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 1.82% |
$1.21K - $1.5K
|
2.7K
$59.5K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-50- 25.0% |
$1.21K - $1.5K
|
150
$3.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 4.43% |
$1.23K - $1.52K
|
1.1K
$24.2K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-53- 58.24% |
$1.28K - $1.58K
|
38
$838
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-71- 0.43% |
$1.71K - $2.12K
|
16.3K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-72- 0.29% |
$1.74K - $2.15K
|
24.4K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-83- 0.77% |
$2K - $2.48K
|
10.7K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-84- 21.99% |
$2.03K - $2.51K
|
298
$6.57K
|