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 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
347New |
$2.72K - $3.1K
|
347
$3.37K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46New |
$361 - $411
|
46
$446
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-807- 88.97% |
$6.33K - $7.21K
|
100
$970
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.02K+ 41.15% |
$70.8K - $80.7K
|
30.9K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
87New |
$683 - $778
|
87
$844
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.1KNew |
$8.64K - $9.83K
|
1.1K
$10.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3+ 10.71% |
$23.5 - $26.8
|
31
$301
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.06K+ 29.15% |
$31.8K - $36.3K
|
18K
$174K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-117- 0.72% |
$918 - $1.05K
|
16.2K
$157K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-29.4K- 14.99% |
$231K - $263K
|
167K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
455New |
$3.57K - $4.07K
|
455
$4.41K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-170- 88.54% |
$1.33K - $1.52K
|
22
$213
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
103+ 23.73% |
$809 - $921
|
537
$5.21K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-113- 0.85% |
$887 - $1.01K
|
13.1K
$127K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174+ 138.1% |
$1.37K - $1.56K
|
300
$2.91K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
140New |
$1.1K - $1.25K
|
140
$1.36K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-490- 83.05% |
$3.85K - $4.38K
|
100
$970
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$785 - $894
|
11.2K
$109K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.4K- 20.86% |
$105K - $120K
|
50.8K
$492K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.46K- 29.26% |
$35K - $39.9K
|
10.8K
$105K
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.08KClosed |
$16.7K - $18.7K
|
0
$0
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
147KNew |
$1.19M - $1.33M
|
147K
$1.43M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-692Closed |
$5.56K - $6.23K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.51KNew |
$12.1K - $13.6K
|
1.51K
$14.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
293New |
$2.36K - $2.64K
|
293
$2.84K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
16.1KNew |
$129K - $145K
|
16.1K
$156K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
276New |
$2.22K - $2.48K
|
276
$2.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.7KNew |
$85.8K - $96.1K
|
10.7K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
10KNew |
$80.4K - $90K
|
10K
$97K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.2KNew |
$114K - $128K
|
14.2K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-88- 0.56% |
$708 - $792
|
15.5K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.98K- 12.47% |
$15.9K - $17.8K
|
13.9K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
86.9KNew |
$699K - $782K
|
86.9K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.4KNew |
$285K - $319K
|
35.4K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-936K- 11.2% |
$7.52M - $8.42M
|
7.42M
$72M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
42.6K+ 70.24% |
$342K - $383K
|
103K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.66K- 91.86% |
$13.3K - $14.9K
|
147
$1.43K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
61+ 48.41% |
$490 - $549
|
187
$1.81K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
137K+ 30.03% |
$1.11M - $1.24M
|
595K
$5.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
72.5KNew |
$583K - $652K
|
72.5K
$703K
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-1.86K- 0.18% |
$15K - $16.8K
|
1.04M
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.38K- 10.63% |
$11.1K - $12.4K
|
11.6K
$113K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
48New |
$386 - $432
|
48
$466
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-853- 3.21% |
$6.86K - $7.68K
|
25.7K
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
676New |
$5.44K - $6.08K
|
676
$6.56K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
359+ 3.47% |
$2.89K - $3.23K
|
10.7K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-782- 17.24% |
$6.29K - $7.04K
|
3.76K
$36.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-165- 48.53% |
$1.33K - $1.49K
|
175
$1.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 29.61% |
$1.45K - $1.62K
|
428
$4.15K
|
|