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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 67.36% |
$36.7K - $42.6K
|
9.88K
$95.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.28KNew |
$11.8K - $13.7K
|
1.28K
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Marathon Partners Equity Management, LLC
New York, NY |
SELL
|
- |
-350K- 73.68% |
$3.23M - $3.75M
|
125K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.08K- 44.56% |
$56.2K - $65.2K
|
7.57K
$73K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 24.72% |
$203 - $236
|
111
$1.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
53+ 165.63% |
$489 - $568
|
85
$819
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$462 - $536
|
50
$482
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-110- 0.3% |
$1.02K - $1.18K
|
36.7K
$354K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
522New |
$4.82K - $5.59K
|
522
$5.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
17.1KNew |
$158K - $183K
|
17.1K
$165K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.2KNew |
$122K - $141K
|
13.2K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
999New |
$9.22K - $10.7K
|
999
$9.63K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
66.4KNew |
$613K - $712K
|
66.4K
$641K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
361New |
$3.33K - $3.87K
|
361
$3.48K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-259- 24.55% |
$2.39K - $2.77K
|
796
$7.67K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.97KNew |
$18.2K - $21.1K
|
1.97K
$19K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
591+ 4.38% |
$5.45K - $6.33K
|
14.1K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
326New |
$3.01K - $3.49K
|
326
$3.14K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.8K- 78.32% |
$25.8K - $30K
|
775
$7.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10.9KNew |
$100K - $116K
|
10.9K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130New |
$1.2K - $1.39K
|
130
$1.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
773New |
$7.13K - $8.28K
|
773
$7.45K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
305New |
$2.82K - $3.27K
|
305
$2.94K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.8K- 12.23% |
$62.7K - $72.8K
|
48.8K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-51.2K- 17.2% |
$473K - $548K
|
246K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
800New |
$7.38K - $8.57K
|
800
$7.71K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4New |
$36.9 - $42.8
|
4
$38.6
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-174- 71.02% |
$1.61K - $1.86K
|
71
$684
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-140- 3.86% |
$1.29K - $1.5K
|
3.48K
$33.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
295+ 7.66% |
$2.72K - $3.16K
|
4.15K
$40K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5.15K- 33.15% |
$47.6K - $55.2K
|
10.4K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.42K+ 6.65% |
$13.1K - $15.2K
|
22.8K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6KNew |
$117K - $135K
|
12.6K
$122K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
138New |
$1.27K - $1.48K
|
138
$1.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-810- 68.47% |
$7.48K - $8.68K
|
373
$3.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150+ 30.0% |
$1.38K - $1.61K
|
650
$6.27K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.85K- 21.66% |
$44.8K - $51.9K
|
17.5K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.43K- 2.21% |
$50.1K - $58.2K
|
240K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.12K+ 315.54% |
$10.3K - $12K
|
1.47K
$14.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
25New |
$231 - $268
|
25
$241
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.4K- 25.05% |
$40.6K - $47.1K
|
13.2K
$127K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
732New |
$6.76K - $7.84K
|
732
$7.06K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10- 5.05% |
$92.3 - $107
|
188
$1.81K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.78KNew |
$25.6K - $29.7K
|
2.78K
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-518- 7.74% |
$4.78K - $5.55K
|
6.18K
$59.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
517New |
$4.77K - $5.54K
|
517
$4.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-588- 0.93% |
$5.43K - $6.3K
|
62.5K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1- 0.01% |
$9.23 - $10.7
|
11.8K
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-26.5K- 39.14% |
$245K - $284K
|
41.2K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.92K+ 24.62% |
$27K - $31.3K
|
14.8K
$143K
|