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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.3K- 48.11% |
$92.8K - $110K
|
11.1K
$107K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
72.4KNew |
$653K - $772K
|
72.4K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.38K- 58.74% |
$12.5K - $14.8K
|
972
$9.37K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.15K- 16.42% |
$10.4K - $12.3K
|
5.87K
$56.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.18K- 74.25% |
$46.7K - $55.3K
|
1.8K
$17.3K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
72+ 0.46% |
$649 - $768
|
15.8K
$152K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
224+ 52.96% |
$2.02K - $2.39K
|
647
$6.24K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.5KNew |
$104K - $123K
|
11.5K
$111K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-243- 2.16% |
$2.19K - $2.59K
|
11K
$106K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 16.4% |
$1.65K - $1.95K
|
933
$8.99K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.14K+ 99.46% |
$28.3K - $33.5K
|
6.29K
$60.6K
|
|
|
May 02, 2025
Q1 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-24.5K- 2.21% |
$221K - $261K
|
1.08M
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-480- 0.07% |
$4.33K - $5.12K
|
644K
$6.21M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.45K- 4.52% |
$13.1K - $15.5K
|
30.6K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$451 - $534
|
50
$482
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
23KNew |
$208K - $246K
|
23K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-33- 0.11% |
$298 - $352
|
30.7K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-555- 10.22% |
$5.01K - $5.92K
|
4.87K
$47K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 3.91% |
$45.1 - $53.4
|
123
$1.19K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-120- 54.3% |
$1.08K - $1.28K
|
101
$974
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-70- 18.04% |
$631 - $747
|
318
$3.07K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.35K- 2.18% |
$12.2K - $14.4K
|
60.8K
$586K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-5.16K- 5.16% |
$46.5K - $55.1K
|
94.8K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-842- 3.44% |
$7.59K - $8.98K
|
23.6K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 11.24% |
$361 - $427
|
396
$3.82K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 6.01% |
$433 - $512
|
847
$8.17K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.11K+ 5.39% |
$10K - $11.9K
|
21.7K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
658+ 1.78% |
$5.94K - $7.02K
|
37.7K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
9.66K+ 28.0% |
$87.1K - $103K
|
44.2K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.2K- 26.25% |
$37.9K - $44.8K
|
11.8K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
11.8KNew |
$107K - $126K
|
11.8K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.36K- 6.54% |
$12.2K - $14.5K
|
19.4K
$187K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.01% |
$45.1 - $53.4
|
78.9K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
300New |
$2.71K - $3.2K
|
300
$2.89K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.12K- 9.23% |
$55.2K - $65.3K
|
60.2K
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 8.87% |
$523 - $619
|
712
$6.86K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.6K- 31.57% |
$77.6K - $91.8K
|
18.7K
$180K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-63- 0.64% |
$568 - $672
|
9.82K
$94.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21.4K- 3.66% |
$193K - $228K
|
563K
$5.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.04K+ 26.62% |
$18.4K - $21.8K
|
9.7K
$93.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
676+ 0.14% |
$6.1K - $7.21K
|
500K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.06K+ 32.95% |
$36.6K - $43.3K
|
16.4K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.15KNew |
$10.4K - $12.3K
|
1.15K
$11.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.54K+ 16.03% |
$13.9K - $16.4K
|
11.1K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-250K- 3.28% |
$2.25M - $2.67M
|
7.38M
$71.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9.78K+ 26.97% |
$88.2K - $104K
|
46K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
102+ 94.44% |
$920 - $1.09K
|
210
$2.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-822- 1.06% |
$7.41K - $8.77K
|
76.6K
$739K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.03K+ 2.17% |
$45.4K - $53.7K
|
237K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.68K- 4.08% |
$15.2K - $17.9K
|
39.5K
$381K
|