Purchases and Sales Made in Q4 2023 in Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
712+ 8.79% |
$24.5K - $30.8K
|
8.81K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
701+ 11.4% |
$24.1K - $30.3K
|
6.85K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
688New |
$23.7K - $29.8K
|
688
$20.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
640+ 7.2% |
$22K - $27.7K
|
9.52K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
628+ 12.94% |
$21.6K - $27.2K
|
5.48K
$164K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
619+ 0.89% |
$21.3K - $26.8K
|
70.3K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
575+ 3.46% |
$19.8K - $24.9K
|
17.2K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
561New |
$19.3K - $24.3K
|
561
$16.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
550+ 2.96% |
$18.9K - $23.8K
|
19.1K
$572K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
546+ 4.01% |
$18.8K - $23.6K
|
14.2K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
543+ 2.41% |
$18.7K - $23.5K
|
23.1K
$691K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
500+ 5.81% |
$17.2K - $21.6K
|
9.1K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
498+ 0.89% |
$17.1K - $21.5K
|
56.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
484+ 2.38% |
$16.7K - $20.9K
|
20.9K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
480+ 0.78% |
$16.5K - $20.8K
|
61.9K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
470+ 1.5% |
$16.2K - $20.3K
|
31.9K
$953K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
469New |
$16.1K - $20.3K
|
469
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
447+ 0.64% |
$15.4K - $19.3K
|
70K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
424New |
$14.6K - $18.3K
|
424
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
421+ 0.61% |
$14.5K - $18.2K
|
69.9K
$2.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
420New |
$14.5K - $18.2K
|
420
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
410New |
$14.1K - $17.7K
|
410
$12.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
405+ 8.72% |
$13.9K - $17.5K
|
5.05K
$151K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
401+ 1.65% |
$13.8K - $17.3K
|
24.8K
$740K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
400New |
$13.8K - $17.3K
|
400
$12K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
362+ 2.96% |
$12.5K - $15.7K
|
12.6K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
359+ 1.8% |
$12.4K - $15.5K
|
20.3K
$606K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
356+ 2.37% |
$12.3K - $15.4K
|
15.4K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
349New |
$12K - $15.1K
|
349
$10.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
329+ 16.18% |
$11.3K - $14.2K
|
2.36K
$70.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
309New |
$10.6K - $13.4K
|
309
$9.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
308+ 0.89% |
$10.6K - $13.3K
|
34.9K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
300+ 194.81% |
$10.3K - $13K
|
454
$13.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$10.3K - $13K
|
300
$8.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
300+ 2.96% |
$10.3K - $13K
|
10.4K
$312K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
298New |
$10.3K - $12.9K
|
298
$8.91K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
296+ 27.18% |
$10.2K - $12.8K
|
1.39K
$41.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
295+ 3.7% |
$10.2K - $12.8K
|
8.26K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
269+ 61.42% |
$9.26K - $11.6K
|
707
$21.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
258New |
$8.88K - $11.2K
|
258
$7.71K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
245+ 2.46% |
$8.43K - $10.6K
|
10.2K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
237+ 3.69% |
$8.16K - $10.3K
|
6.65K
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
224+ 4.02% |
$7.71K - $9.69K
|
5.79K
$173K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
220+ 2.72% |
$7.57K - $9.52K
|
8.32K
$249K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
217New |
$7.47K - $9.39K
|
217
$6.49K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
209+ 13.26% |
$7.19K - $9.04K
|
1.79K
$53.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
200+ 87.72% |
$6.88K - $8.65K
|
428
$12.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200New |
$6.88K - $8.65K
|
200
$5.98K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
200New |
$6.88K - $8.65K
|
200
$5.98K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
197New |
$6.78K - $8.52K
|
197
$5.89K
|