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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8.47K- 9.08% |
$67.9K - $73.2K
|
84.8K
$823K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.84K+ 1659.46% |
$14.8K - $15.9K
|
1.95K
$18.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
312K+ 3107.63% |
$2.5M - $2.69M
|
322K
$3.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-210- 3.07% |
$1.68K - $1.81K
|
6.64K
$64.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
741New |
$5.94K - $6.4K
|
741
$7.19K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 3.77% |
$8.17K - $8.81K
|
26K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 158.64% |
$11.8K - $12.7K
|
2.4K
$23.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-149- 0.72% |
$1.19K - $1.29K
|
20.5K
$199K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
97.6KNew |
$782K - $844K
|
97.6K
$947K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.37K+ 291.72% |
$11K - $11.9K
|
1.85K
$17.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
241New |
$1.93K - $2.08K
|
241
$2.34K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
3.76K+ 33.4% |
$30.1K - $32.5K
|
15K
$146K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
12KNew |
$96.3K - $104K
|
12K
$117K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.79KNew |
$38.3K - $41.4K
|
4.79K
$46.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
141New |
$1.13K - $1.22K
|
141
$1.37K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
90New |
$721 - $778
|
90
$873
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 3.02% |
$248 - $268
|
997
$9.67K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.24K- 14.84% |
$26K - $28K
|
18.6K
$180K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-176- 0.84% |
$1.41K - $1.52K
|
20.7K
$201K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
40K+ 70.74% |
$320K - $346K
|
96.5K
$936K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.86K+ 21.32% |
$31K - $33.4K
|
22K
$213K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-94- 4.63% |
$753 - $812
|
1.94K
$18.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 31.15% |
$801 - $864
|
221
$2.14K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.4KNew |
$83.1K - $89.7K
|
10.4K
$101K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.9% |
$64.1 - $69.1
|
893
$8.66K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-650- 27.48% |
$5.21K - $5.62K
|
1.72K
$16.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.78% |
$240 - $259
|
1.05K
$10.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.98KNew |
$15.9K - $17.1K
|
1.98K
$19.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-5.7K- 20.03% |
$45.6K - $49.2K
|
22.7K
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-443- 36.98% |
$3.55K - $3.83K
|
755
$7.32K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
26New |
$208 - $225
|
26
$252
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-4.53K- 20.72% |
$36.3K - $39.1K
|
17.3K
$168K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-128- 50.59% |
$1.03K - $1.11K
|
125
$1.21K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-80- 2.99% |
$641 - $691
|
2.6K
$25.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.6% |
$24 - $25.9
|
191
$1.85K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-125- 3.18% |
$1K - $1.08K
|
3.81K
$36.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
163New |
$1.31K - $1.41K
|
163
$1.58K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
296+ 11.93% |
$2.37K - $2.56K
|
2.78K
$26.9K
|
|
| Q1 2024 | |||||||
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 16.95% |
$401 - $434
|
245
$2.38K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 2.58% |
$72.2 - $78
|
340
$3.3K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
5.36KNew |
$43K - $46.5K
|
5.36K
$52K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 35.09% |
$802 - $867
|
185
$1.79K
|
|
|
May 15, 2024
Q1 2024
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.01MNew |
$24.1M - $26.1M
|
3.01M
$29.2M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
14.7KNew |
$118K - $127K
|
14.7K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.97K- 15.79% |
$15.8K - $17.1K
|
10.5K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
814+ 39.55% |
$6.53K - $7.06K
|
2.87K
$27.9K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-7K- 82.35% |
$56.1K - $60.7K
|
1.5K
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-629- 2.75% |
$5.04K - $5.45K
|
22.3K
$216K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-530- 6.17% |
$4.25K - $4.6K
|
8.07K
$78.2K
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
76KNew |
$610K - $659K
|
76K
$737K
|
|