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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
83New |
$691 - $888
|
83
$800
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
5.34KNew |
$44.4K - $57.1K
|
5.34K
$51.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.4K- 66.67% |
$11.6K - $15K
|
700
$6.75K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
19.4KNew |
$161K - $208K
|
19.4K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.39KNew |
$44.8K - $57.7K
|
5.39K
$51.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.06K+ 2718.82% |
$42.1K - $54.1K
|
5.24K
$50.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-17.4K- 41.3% |
$145K - $186K
|
24.7K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.34% |
$25 - $32.1
|
882
$8.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-100- 16.05% |
$832 - $1.07K
|
523
$5.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.26KNew |
$18.8K - $24.2K
|
2.26K
$21.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.41KNew |
$11.8K - $15.1K
|
1.41K
$13.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
247K+ 107.77% |
$2.05M - $2.64M
|
475K
$4.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
441New |
$3.67K - $4.72K
|
441
$4.25K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-191- 34.17% |
$1.59K - $2.04K
|
368
$3.55K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
151New |
$1.26K - $1.62K
|
151
$1.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.76K- 11.02% |
$14.6K - $18.8K
|
14.2K
$137K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
932+ 79.25% |
$7.75K - $9.97K
|
2.11K
$20.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-127- 9.39% |
$1.06K - $1.36K
|
1.23K
$11.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.32K+ 21.68% |
$69.2K - $89K
|
46.7K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-9.81K- 44.83% |
$81.6K - $105K
|
12.1K
$116K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 46.25% |
$146K - $188K
|
20.5K
$197K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 31.24% |
$53.4K - $68.6K
|
14.1K
$136K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$832 - $1.07K
|
100
$964
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7.65K- 41.1% |
$63.6K - $81.8K
|
11K
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$8.32 - $10.7
|
147
$1.42K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-45- 14.24% |
$374 - $481
|
271
$2.61K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35KNew |
$291K - $374K
|
35K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$4.16K - $5.35K
|
500
$4.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-182K- 4.54% |
$1.52M - $1.95M
|
3.84M
$37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.24K- 5.52% |
$51.9K - $66.7K
|
107K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-210- 7.16% |
$1.75K - $2.25K
|
2.73K
$26.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.29% |
$16.6 - $21.4
|
682
$6.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
57+ 114.0% |
$474 - $610
|
107
$1.03K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
64+ 3.88% |
$532 - $685
|
1.71K
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.32% |
$16.6 - $21.4
|
628
$6.05K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
63New |
$524 - $674
|
63
$607
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 37.5% |
$2.5K - $3.21K
|
500
$4.82K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
95.4KNew |
$793K - $1.02M
|
95.4K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
523New |
$4.35K - $5.6K
|
523
$5.04K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$2.23K - $2.87K
|
268
$2.58K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107+ 3.03% |
$890 - $1.14K
|
3.63K
$35K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.2KClosed |
$85K - $109K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
440New |
$3.66K - $4.71K
|
440
$4.24K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 78.31% |
$3K - $3.86K
|
100
$964
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 50.0% |
$3.2K - $3.46K
|
400
$3.86K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
500New |
$4.01K - $4.32K
|
500
$4.82K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.04% |
$8.01 - $8.64
|
97
$935
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-75- 0.62% |
$601 - $648
|
12K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
510+ 20.56% |
$4.09K - $4.41K
|
2.99K
$28.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.5KNew |
$124K - $134K
|
15.5K
$149K
|
|