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 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
500+ 109.89% |
$4.16K - $5.35K
|
955
$9.26K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-92- 0.41% |
$765 - $984
|
22.6K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-58.1K- 7.03% |
$483K - $621K
|
768K
$7.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 7.02% |
$275 - $353
|
503
$4.88K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-29- 0.12% |
$241 - $310
|
24.6K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.45K+ 2.32% |
$12.1K - $15.5K
|
63.8K
$619K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.08K- 13.04% |
$33.9K - $43.6K
|
27.2K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16.9K- 33.43% |
$141K - $181K
|
33.7K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-100- 16.05% |
$832 - $1.07K
|
523
$5.07K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.94K+ 9.0% |
$24.4K - $31.4K
|
35.6K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
172K+ 55.64% |
$1.43M - $1.84M
|
481K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.3KNew |
$110K - $142K
|
13.3K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-72- 0.01% |
$599 - $770
|
648K
$6.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-130- 0.85% |
$1.08K - $1.39K
|
15.2K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-400- 1.37% |
$3.33K - $4.28K
|
28.7K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4+ 0.04% |
$33.3 - $42.8
|
10.1K
$97.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.26KNew |
$18.8K - $24.2K
|
2.26K
$21.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
42.5K+ 36.59% |
$354K - $455K
|
159K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
128+ 3.44% |
$1.06K - $1.37K
|
3.85K
$37.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
354New |
$2.95K - $3.79K
|
354
$3.43K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.41KNew |
$11.8K - $15.1K
|
1.41K
$13.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
247K+ 107.77% |
$2.05M - $2.64M
|
475K
$4.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-720- 3.49% |
$5.99K - $7.7K
|
19.9K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
441New |
$3.67K - $4.72K
|
441
$4.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-191- 34.17% |
$1.59K - $2.04K
|
368
$3.57K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.02K+ 8.0% |
$8.49K - $10.9K
|
13.8K
$134K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
496+ 3.51% |
$4.13K - $5.31K
|
14.6K
$142K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
41+ 1.08% |
$341 - $439
|
3.85K
$37.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.9K- 13.54% |
$232K - $298K
|
178K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
939+ 14.03% |
$7.81K - $10K
|
7.63K
$74K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-373- 17.21% |
$3.1K - $3.99K
|
1.79K
$17.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
151New |
$1.26K - $1.62K
|
151
$1.46K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-16.4K- 6.58% |
$137K - $176K
|
233K
$2.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26.3K- 2.41% |
$219K - $281K
|
1.07M
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
743+ 3.58% |
$6.18K - $7.95K
|
21.5K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.28K- 2.27% |
$35.6K - $45.8K
|
185K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.76K- 11.02% |
$14.6K - $18.8K
|
14.2K
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.02K+ 4.49% |
$16.8K - $21.6K
|
47K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
20+ 0.07% |
$166 - $214
|
29.2K
$283K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
555+ 11.39% |
$4.62K - $5.94K
|
5.43K
$52.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.11% |
$8.32 - $10.7
|
914
$8.87K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.38K- 7.36% |
$44.8K - $57.6K
|
67.7K
$657K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.6K- 34.94% |
$88.2K - $113K
|
19.7K
$191K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.76K- 9.88% |
$14.6K - $18.8K
|
16K
$156K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.23K- 25.0% |
$35.2K - $45.2K
|
12.7K
$123K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
300+ 33.98% |
$2.5K - $3.21K
|
1.18K
$11.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-42.4K- 21.86% |
$353K - $454K
|
152K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.6K- 75.49% |
$96.2K - $124K
|
3.76K
$36.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
932+ 79.25% |
$7.75K - $9.97K
|
2.11K
$20.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
167+ 27.83% |
$1.39K - $1.79K
|
767
$7.44K
|