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 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
709New |
$5.52K - $6.11K
|
709
$6.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-600- 83.1% |
$4.67K - $5.17K
|
122
$1.18K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 2.96% |
$3.11K - $3.45K
|
13.1K
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$778 - $862
|
100
$970
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121New |
$941 - $1.04K
|
121
$1.17K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-100- 0.34% |
$778 - $862
|
29.1K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.39K- 17.68% |
$18.6K - $20.6K
|
11.1K
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 36.0% |
$140 - $155
|
68
$660
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
77New |
$599 - $664
|
77
$747
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.2K+ 82.07% |
$79.7K - $88.3K
|
22.7K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
58New |
$451 - $500
|
58
$563
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
523New |
$4.07K - $4.51K
|
523
$5.07K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-190- 65.52% |
$1.48K - $1.64K
|
100
$970
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-300- 30.61% |
$2.33K - $2.59K
|
680
$6.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-518- 61.96% |
$4.03K - $4.47K
|
318
$3.08K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$4.67K - $5.17K
|
600
$5.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-186- 27.35% |
$1.45K - $1.6K
|
494
$4.79K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 89.29% |
$389 - $431
|
6
$58.2
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
801+ 88.7% |
$6.23K - $6.9K
|
1.7K
$16.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.07KNew |
$8.32K - $9.22K
|
1.07K
$10.4K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.8K- 43.92% |
$21.8K - $24.1K
|
3.58K
$34.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.55K- 8.0% |
$12.1K - $13.4K
|
17.8K
$173K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
580New |
$4.51K - $5K
|
580
$5.63K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-569- 34.51% |
$4.43K - $4.9K
|
1.08K
$10.5K
|
|
| Q3 2023 | |||||||
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-431Closed |
$3.38K - $3.85K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 10.28% |
$17.6K - $20.1K
|
19.6K
$190K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$2.36K - $2.68K
|
300
$2.91K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125- 1.68% |
$981 - $1.12K
|
7.3K
$70.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
127KNew |
$997K - $1.14M
|
127K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-843- 3.38% |
$6.62K - $7.54K
|
24.1K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9KNew |
$70.7K - $80.5K
|
9K
$87.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-242- 2.36% |
$1.9K - $2.16K
|
10K
$97K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17New |
$133 - $152
|
17
$165
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
61.2K+ 3057550.0% |
$480K - $547K
|
61.2K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-339- 20.12% |
$2.66K - $3.03K
|
1.35K
$13.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
147New |
$1.15K - $1.31K
|
147
$1.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
54.3K+ 554.77% |
$426K - $485K
|
64.1K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.9KNew |
$85.9K - $97.9K
|
10.9K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
700+ 263.16% |
$5.5K - $6.26K
|
966
$9.37K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
55New |
$432 - $492
|
55
$534
|
|
|
Nov 09, 2023
Q3 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
3.9K+ 16.59% |
$30.6K - $34.8K
|
27.4K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
77+ 17.07% |
$604 - $688
|
528
$5.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-58- 6.37% |
$455 - $519
|
852
$8.26K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
800New |
$6.28K - $7.15K
|
800
$7.76K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-835- 0.29% |
$6.55K - $7.46K
|
284K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.03K- 9.29% |
$8.05K - $9.16K
|
10K
$97.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.8KNew |
$187K - $213K
|
23.8K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19K+ 19.21% |
$149K - $170K
|
118K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-228- 0.52% |
$1.79K - $2.04K
|
43.9K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-20- 12.99% |
$157 - $179
|
134
$1.3K
|
|