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 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
99+ 0.62% |
$824 - $1.06K
|
16.1K
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-127- 9.39% |
$1.06K - $1.36K
|
1.23K
$11.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 11.01% |
$1.66K - $2.14K
|
1.62K
$15.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 0.44% |
$732 - $942
|
20.2K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-181K- 5.54% |
$1.51M - $1.94M
|
3.09M
$30M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.6K+ 13.9% |
$762K - $980K
|
751K
$7.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.44K+ 17.49% |
$20.3K - $26.1K
|
16.4K
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
34.9K+ 20.88% |
$290K - $373K
|
202K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 14.45% |
$88.3K - $114K
|
62.8K
$609K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-55.2K- 6.79% |
$459K - $591K
|
757K
$7.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-77.3K- 4.85% |
$643K - $827K
|
1.51M
$14.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-202- 0.09% |
$1.68K - $2.16K
|
231K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.41% |
$33.3 - $42.8
|
974
$9.45K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.78K- 6.56% |
$64.7K - $83.2K
|
111K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.25K+ 18.07% |
$68.6K - $88.3K
|
53.9K
$523K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 33.03% |
$22.6K - $29.1K
|
10.9K
$106K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-150- 26.18% |
$1.25K - $1.61K
|
423
$4.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-425- 26.71% |
$3.54K - $4.55K
|
1.17K
$11.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.64K- 26.98% |
$63.6K - $81.8K
|
20.7K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.32K+ 21.68% |
$69.2K - $89K
|
46.7K
$453K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-493- 25.52% |
$4.1K - $5.28K
|
1.44K
$14K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-9.81K- 44.83% |
$81.6K - $105K
|
12.1K
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.22K- 1.58% |
$10.1K - $13K
|
75.9K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.82K- 1.63% |
$40.1K - $51.6K
|
290K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 46.25% |
$146K - $188K
|
20.5K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-2.31K- 9.64% |
$19.2K - $24.7K
|
21.6K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
194New |
$1.61K - $2.08K
|
194
$1.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.11% |
$33.3 - $42.8
|
3.49K
$33.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.99K+ 20.25% |
$83.1K - $107K
|
59.3K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
51+ 100.0% |
$424 - $546
|
102
$989
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.65KNew |
$22K - $28.3K
|
2.65K
$25.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 31.24% |
$53.4K - $68.6K
|
14.1K
$137K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$832 - $1.07K
|
100
$970
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
596+ 8.63% |
$4.96K - $6.38K
|
7.5K
$72.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.14K+ 5.38% |
$9.51K - $12.2K
|
22.4K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.92K+ 53.09% |
$65.9K - $84.7K
|
22.8K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-242- 0.82% |
$2.01K - $2.59K
|
29.2K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
144+ 0.2% |
$1.2K - $1.54K
|
72.3K
$701K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
867+ 11.7% |
$7.21K - $9.28K
|
8.28K
$80.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7.65K- 41.1% |
$63.6K - $81.8K
|
11K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 2.98% |
$14.7K - $18.9K
|
61K
$592K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
490+ 1.99% |
$4.08K - $5.24K
|
25.1K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
6.89K+ 0.82% |
$57.3K - $73.7K
|
849K
$8.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.39K- 2.81% |
$11.6K - $14.9K
|
48.2K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-47- 0.08% |
$391 - $503
|
57.3K
$556K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
100+ 0.63% |
$832 - $1.07K
|
15.9K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$8.32 - $10.7
|
147
$1.43K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-45- 14.24% |
$374 - $481
|
271
$2.63K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
73+ 0.98% |
$607 - $781
|
7.5K
$72.8K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.21K- 4.94% |
$43.3K - $55.7K
|
100K
$972K
|