Latest Institutional Transactions on Haleon PLC (HLN)
This table provides information on the latest institutional transactions involving Haleon PLC (HLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
190KNew |
$1.52M - $1.64M
|
190K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-620K- 66.48% |
$4.97M - $5.36M
|
313K
$3.03M
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
26.1K+ 7.96% |
$209K - $225K
|
354K
$3.43M
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-1.05M- 77.84% |
$8.44M - $9.11M
|
300K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 34.25% |
$200 - $216
|
98
$951
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$81.7K - $88.2K
|
10.2K
$99K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.89KNew |
$15.1K - $16.3K
|
1.89K
$18.3K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$113K - $122K
|
14.1K
$137K
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.5K+ 20.55% |
$44K - $47.5K
|
32.3K
$313K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
256+ 2.12% |
$2.05K - $2.21K
|
12.3K
$120K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 4.07% |
$40.1 - $43.2
|
128
$1.24K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10KNew |
$80.4K - $86.8K
|
10K
$97.4K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-132K- 63.26% |
$1.06M - $1.14M
|
76.7K
$744K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-51.2K- 1.97% |
$410K - $442K
|
2.54M
$24.7M
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
90+ 2.85% |
$721 - $778
|
3.25K
$31.5K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
926+ 4.05% |
$7.42K - $8K
|
23.8K
$231K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
798+ 7.4% |
$6.39K - $6.89K
|
11.6K
$112K
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 50.0% |
$801 - $864
|
100
$970
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.93K- 28.32% |
$39.5K - $42.6K
|
12.5K
$121K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300+ 1.47% |
$2.4K - $2.59K
|
20.7K
$201K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.39K- 27.51% |
$35.1K - $37.9K
|
11.6K
$112K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-14- 70.0% |
$112 - $121
|
6
$58.2
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-808- 91.2% |
$6.47K - $6.98K
|
78
$757
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.03K+ 16.59% |
$56.3K - $60.7K
|
49.4K
$479K
|
|
Aug 12, 2024
Q2 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
115KNew |
$921K - $994K
|
115K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-295- 76.42% |
$2.36K - $2.55K
|
91
$883
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.77KNew |
$14.2K - $15.3K
|
1.77K
$17.2K
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.55K- 29.39% |
$20.4K - $22K
|
6.11K
$59.3K
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.4K- 0.62% |
$27.2K - $29.4K
|
548K
$5.32M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-125- 15.24% |
$1K - $1.08K
|
695
$6.74K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
325+ 650.0% |
$2.6K - $2.81K
|
375
$3.64K
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-649- 2.41% |
$5.2K - $5.61K
|
26.3K
$255K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12- 4.41% |
$96.1 - $104
|
260
$2.52K
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$160K - $173K
|
20K
$194K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.1KNew |
$105K - $113K
|
13.1K
$127K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 2.51% |
$176 - $190
|
898
$8.71K
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-85- 0.39% |
$681 - $734
|
21.7K
$211K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.84K+ 68.81% |
$22.8K - $24.6K
|
6.97K
$67.6K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.19K- 14.84% |
$17.5K - $18.9K
|
12.6K
$122K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
63.1KNew |
$505K - $545K
|
63.1K
$612K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
33New |
$264 - $285
|
33
$320
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 28.09% |
$801 - $864
|
256
$2.48K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 50.0% |
$801 - $864
|
100
$970
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23.9K+ 34.88% |
$191K - $206K
|
92.4K
$896K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
106New |
$849 - $916
|
106
$1.03K
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.43M- 99.17% |
$35.5M - $38.2M
|
36.8K
$357K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.63K- 91.57% |
$13.1K - $14.1K
|
150
$1.46K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.47% |
$16 - $17.3
|
425
$4.12K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
804+ 5.63% |
$6.44K - $6.95K
|
15.1K
$146K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.45K+ 15.16% |
$11.6K - $12.5K
|
11K
$107K
|