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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
175New |
$1.62K - $2K
|
175
$1.69K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
491KNew |
$4.56M - $5.61M
|
491K
$4.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.15K- 7.48% |
$19.9K - $24.5K
|
26.6K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.31K+ 5.91% |
$12.1K - $14.9K
|
23.4K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-531- 55.31% |
$4.92K - $6.06K
|
429
$4.14K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
223KNew |
$2.07M - $2.55M
|
223K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
365+ 2.4% |
$3.38K - $4.16K
|
15.6K
$150K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
378+ 13.29% |
$3.5K - $4.31K
|
3.22K
$31.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
523+ 1.13% |
$4.85K - $5.97K
|
47K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 94.27% |
$3.97K - $4.88K
|
26
$251
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-402- 2.67% |
$3.73K - $4.59K
|
14.7K
$141K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-63- 0.61% |
$584 - $719
|
10.3K
$99.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
16.1KNew |
$149K - $184K
|
16.1K
$155K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-53- 4.99% |
$491 - $605
|
1.01K
$9.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
754+ 11.3% |
$6.99K - $8.6K
|
7.43K
$71.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.78K+ 29.52% |
$35K - $43.1K
|
16.6K
$160K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 29.39% |
$35K - $43.1K
|
9.08K
$87.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
385+ 94.59% |
$3.57K - $4.39K
|
792
$7.63K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 10.76% |
$94.5K - $116K
|
105K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
116New |
$1.08K - $1.32K
|
116
$1.12K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.65K- 2.45% |
$15.3K - $18.9K
|
65.9K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-588- 99.83% |
$5.45K - $6.71K
|
1
$9.64
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
559+ 5.02% |
$5.18K - $6.38K
|
11.7K
$113K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-109- 0.98% |
$1.01K - $1.24K
|
11K
$106K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.35K- 20.65% |
$40.3K - $49.6K
|
16.7K
$161K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.39K+ 10.42% |
$31.4K - $38.7K
|
35.9K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
158+ 0.54% |
$1.46K - $1.8K
|
29.5K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-245K- 93.18% |
$2.27M - $2.79M
|
17.9K
$173K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 0.05% |
$64.9 - $79.9
|
12.9K
$124K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-431K- 5.01% |
$4M - $4.92M
|
8.18M
$78.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-612- 20.24% |
$5.67K - $6.98K
|
2.41K
$23.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
396New |
$3.67K - $4.52K
|
396
$3.82K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
14.7K+ 67.04% |
$136K - $167K
|
36.6K
$353K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8.35K+ 46.63% |
$77.4K - $95.3K
|
26.3K
$253K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.6K- 21.84% |
$33.4K - $41.1K
|
12.9K
$124K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
2.74K+ 3.35% |
$25.4K - $31.3K
|
84.4K
$814K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.8K- 7.14% |
$35.2K - $43.4K
|
49.4K
$477K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
882New |
$7.96K - $9.41K
|
882
$8.5K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
234K+ 12636.72% |
$2.11M - $2.5M
|
236K
$2.27M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
172KNew |
$1.55M - $1.83M
|
172K
$1.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.88K- 44.48% |
$35K - $41.4K
|
4.85K
$46.7K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3KNew |
$27.1K - $32K
|
3K
$28.9K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-13.9K- 99.28% |
$125K - $148K
|
101
$974
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
599New |
$5.4K - $6.39K
|
599
$5.77K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
22.8KNew |
$206K - $244K
|
22.8K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.55K- 96.84% |
$68.1K - $80.5K
|
246
$2.37K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.49K- 30.11% |
$49.5K - $58.6K
|
12.8K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-15.5K- 24.77% |
$140K - $165K
|
47K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
361+ 26.7% |
$3.26K - $3.85K
|
1.71K
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-620K- 34.45% |
$5.59M - $6.61M
|
1.18M
$11.4M
|
|