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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.74K+ 16.73% |
$15.7K - $18.5K
|
12.1K
$117K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 62.69% |
$758 - $896
|
218
$2.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.75K- 31.72% |
$51.9K - $61.3K
|
12.4K
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
9.83K+ 14.03% |
$88.6K - $105K
|
79.9K
$770K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-666- 41.21% |
$6.01K - $7.11K
|
950
$9.16K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$189 - $224
|
21
$202
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-9.4K- 10.3% |
$84.8K - $100K
|
81.9K
$790K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
390K+ 1011.29% |
$3.52M - $4.16M
|
429K
$4.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.53K+ 13.46% |
$13.8K - $16.3K
|
12.9K
$124K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
755New |
$6.81K - $8.06K
|
755
$7.28K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
164+ 27.94% |
$1.48K - $1.75K
|
751
$7.24K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-201- 19.09% |
$1.81K - $2.14K
|
852
$8.21K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-862- 18.8% |
$7.78K - $9.2K
|
3.72K
$35.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-107- 51.44% |
$965 - $1.14K
|
101
$974
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-367- 0.54% |
$3.31K - $3.92K
|
67.9K
$654K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.08% |
$9.02 - $10.7
|
1.27K
$12.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
11.1KNew |
$100K - $119K
|
11.1K
$107K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
47+ 0.01% |
$424 - $501
|
323K
$3.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-808- 3.27% |
$7.29K - $8.62K
|
23.9K
$230K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
125New |
$1.15K - $1.34K
|
125
$1.21K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.28K- 72.81% |
$21K - $24.4K
|
850
$8.19K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-75- 0.49% |
$692 - $803
|
15.3K
$148K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.7K+ 66.13% |
$607K - $704K
|
165K
$1.59M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.63K- 6.3% |
$33.5K - $38.8K
|
53.9K
$520K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
4.23KNew |
$39.1K - $45.3K
|
4.23K
$40.8K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13New |
$120 - $139
|
13
$125
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
219New |
$2.02K - $2.35K
|
219
$2.11K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
92New |
$849 - $985
|
92
$887
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17New |
$157 - $182
|
17
$164
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-169Closed |
$1.56K - $1.81K
|
0
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-58- 16.02% |
$535 - $621
|
304
$2.93K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.74K- 15.68% |
$25.3K - $29.4K
|
14.8K
$142K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.5K+ 21.51% |
$96.6K - $112K
|
59.1K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650+ 448.28% |
$6K - $6.96K
|
795
$7.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 0.25% |
$114K - $132K
|
5M
$48.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.01K- 33.0% |
$46.2K - $53.6K
|
10.2K
$98K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
15.8KNew |
$146K - $169K
|
15.8K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.69K+ 11.79% |
$15.6K - $18.1K
|
16K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.26K- 8.05% |
$39.3K - $45.6K
|
48.7K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
41New |
$378 - $439
|
41
$395
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
83.7K+ 454.89% |
$773K - $896K
|
102K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
2.35MNew |
$21.7M - $25.2M
|
2.35M
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
251KNew |
$2.31M - $2.68M
|
251K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$202K - $234K
|
21.9K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.92K- 34.88% |
$73.1K - $84.9K
|
14.8K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.45K+ 2.66% |
$13.4K - $15.5K
|
56K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
30New |
$277 - $321
|
30
$289
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
170New |
$1.57K - $1.82K
|
170
$1.64K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1- 0.07% |
$9.23 - $10.7
|
1.5K
$14.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7New |
$64.6 - $75
|
7
$67.5
|
|