Purchases and Sales Made in Q3 2023 in Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
280+ 2.64% |
$9.24K - $11.9K
|
10.9K
$283K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
276+ 0.45% |
$9.11K - $11.8K
|
62.2K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
268+ 2.29% |
$8.85K - $11.4K
|
12K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
263+ 3.58% |
$8.68K - $11.2K
|
7.61K
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
259+ 1.15% |
$8.55K - $11K
|
22.8K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
255+ 1.6% |
$8.42K - $10.9K
|
16.2K
$420K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
250+ 0.68% |
$8.25K - $10.7K
|
37K
$962K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 19.58% |
$8.25K - $10.7K
|
1.53K
$39.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
247+ 0.66% |
$8.15K - $10.5K
|
37.5K
$974K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
236+ 2.07% |
$7.79K - $10.1K
|
11.6K
$302K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
232+ 5.26% |
$7.66K - $9.89K
|
4.64K
$121K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
231+ 0.38% |
$7.63K - $9.85K
|
61.4K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
225+ 0.82% |
$7.43K - $9.59K
|
27.6K
$718K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
224+ 9.0% |
$7.39K - $9.55K
|
2.71K
$70.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
214New |
$7.06K - $9.12K
|
214
$5.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
209+ 2.65% |
$6.9K - $8.91K
|
8.1K
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
208+ 6.69% |
$6.87K - $8.87K
|
3.32K
$86.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
202+ 4.07% |
$6.67K - $8.61K
|
5.17K
$134K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
200+ 15.33% |
$6.6K - $8.53K
|
1.51K
$39.1K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
197+ 48.88% |
$6.5K - $8.4K
|
600
$15.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
197+ 19.54% |
$6.5K - $8.4K
|
1.21K
$31.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
191+ 3.36% |
$6.3K - $8.14K
|
5.87K
$153K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
191+ 3.36% |
$6.3K - $8.14K
|
5.87K
$153K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
188New |
$6.21K - $8.02K
|
188
$4.88K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
185+ 1.4% |
$6.11K - $7.89K
|
13.4K
$349K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
179+ 88.61% |
$5.91K - $7.63K
|
381
$9.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
176+ 2.22% |
$5.81K - $7.5K
|
8.09K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
168+ 7.72% |
$5.55K - $7.16K
|
2.35K
$60.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
155+ 2.34% |
$5.12K - $6.61K
|
6.78K
$176K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
147+ 262.5% |
$4.85K - $6.27K
|
203
$5.27K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
146+ 5.22% |
$4.82K - $6.23K
|
2.94K
$76.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
141+ 135.58% |
$4.65K - $6.01K
|
245
$6.37K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
134+ 2.12% |
$4.42K - $5.71K
|
6.46K
$168K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
129+ 20.22% |
$4.26K - $5.5K
|
767
$19.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
125New |
$4.13K - $5.33K
|
125
$3.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
118+ 6.5% |
$3.9K - $5.03K
|
1.93K
$50.2K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
114New |
$3.76K - $4.86K
|
114
$2.96K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
112+ 0.29% |
$3.7K - $4.78K
|
39K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
112+ 0.29% |
$3.7K - $4.78K
|
39K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
106+ 4.98% |
$3.5K - $4.52K
|
2.23K
$58K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
97+ 27.09% |
$3.2K - $4.14K
|
455
$11.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
95+ 0.81% |
$3.14K - $4.05K
|
11.8K
$306K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 1.16% |
$3K - $3.88K
|
7.97K
$207K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 8.89% |
$2.84K - $3.67K
|
1.05K
$27.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
75+ 0.79% |
$2.48K - $3.2K
|
9.6K
$249K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
74+ 0.8% |
$2.44K - $3.16K
|
9.31K
$242K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
60New |
$1.98K - $2.56K
|
60
$1.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
60+ 0.19% |
$1.98K - $2.56K
|
31.3K
$814K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56+ 933.33% |
$1.85K - $2.39K
|
62
$1.61K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
54+ 0.4% |
$1.78K - $2.3K
|
13.6K
$353K
|