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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 31.24% |
$53.4K - $68.6K
|
14.1K
$135K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$832 - $1.07K
|
100
$959
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7.65K- 41.1% |
$63.6K - $81.8K
|
11K
$105K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$8.32 - $10.7
|
147
$1.41K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35KNew |
$291K - $374K
|
35K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$4.16K - $5.35K
|
500
$4.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-182K- 4.54% |
$1.52M - $1.95M
|
3.84M
$36.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.24K- 5.52% |
$51.9K - $66.7K
|
107K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-210- 7.16% |
$1.75K - $2.25K
|
2.73K
$26.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.29% |
$16.6 - $21.4
|
682
$6.54K
|
|
|
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
$16.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.32% |
$16.6 - $21.4
|
628
$6.02K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
63New |
$524 - $674
|
63
$604
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 37.5% |
$2.5K - $3.21K
|
500
$4.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
95.4KNew |
$793K - $1.02M
|
95.4K
$915K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
523New |
$4.35K - $5.6K
|
523
$5.02K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$2.23K - $2.87K
|
268
$2.57K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107+ 3.03% |
$890 - $1.14K
|
3.63K
$34.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
440New |
$3.66K - $4.71K
|
440
$4.22K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 78.31% |
$3K - $3.86K
|
100
$959
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.21K+ 8.32% |
$9.66K - $10.4K
|
15.7K
$151K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 50.0% |
$3.2K - $3.46K
|
400
$3.84K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
500New |
$4.01K - $4.32K
|
500
$4.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.04% |
$8.01 - $8.64
|
97
$930
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-75- 0.62% |
$601 - $648
|
12K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.5KNew |
$124K - $134K
|
15.5K
$149K
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
190KNew |
$1.52M - $1.64M
|
190K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
26.1K+ 7.96% |
$209K - $225K
|
354K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-1.05M- 77.84% |
$8.44M - $9.11M
|
300K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.89KNew |
$15.1K - $16.3K
|
1.89K
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$113K - $122K
|
14.1K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
256+ 2.12% |
$2.05K - $2.21K
|
12.3K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-132K- 63.26% |
$1.06M - $1.14M
|
76.7K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-51.2K- 1.97% |
$410K - $442K
|
2.54M
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
926+ 4.05% |
$7.42K - $8K
|
23.8K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
798+ 7.4% |
$6.39K - $6.89K
|
11.6K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 50.0% |
$801 - $864
|
100
$959
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.93K- 28.32% |
$39.5K - $42.6K
|
12.5K
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.39K- 27.51% |
$35.1K - $37.9K
|
11.6K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-14- 70.0% |
$112 - $121
|
6
$57.5
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-808- 91.2% |
$6.47K - $6.98K
|
78
$748
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.03K+ 16.59% |
$56.3K - $60.7K
|
49.4K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
115KNew |
$921K - $994K
|
115K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.77KNew |
$14.2K - $15.3K
|
1.77K
$17K
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.4K- 0.62% |
$27.2K - $29.4K
|
548K
$5.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-125- 15.24% |
$1K - $1.08K
|
695
$6.67K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
325+ 650.0% |
$2.6K - $2.81K
|
375
$3.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12- 4.41% |
$96.1 - $104
|
260
$2.49K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
20KNew |
$160K - $173K
|
20K
$192K
|
|