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 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
523New |
$4.35K - $5.6K
|
523
$5.07K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.04K- 1.15% |
$8.61K - $11.1K
|
89.3K
$866K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$2.23K - $2.87K
|
268
$2.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-73- 4.52% |
$607 - $781
|
1.54K
$15K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107+ 3.03% |
$890 - $1.14K
|
3.63K
$35.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.6K+ 15.17% |
$313K - $402K
|
285K
$2.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
204+ 1.79% |
$1.7K - $2.18K
|
11.6K
$113K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-124- 4.59% |
$1.03K - $1.33K
|
2.58K
$25K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.76K+ 1.72% |
$22.9K - $29.5K
|
163K
$1.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
26KNew |
$216K - $278K
|
26K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-71.5K- 0.84% |
$595K - $765K
|
8.46M
$82.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 9.35% |
$15.7K - $20.2K
|
18.3K
$178K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
887+ 142.38% |
$7.38K - $9.49K
|
1.51K
$14.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.02% |
$25 - $32.1
|
12.9K
$125K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.9K- 19.17% |
$15.8K - $20.3K
|
8K
$77.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.02K+ 17.45% |
$41.8K - $53.7K
|
33.8K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-210- 3.09% |
$1.75K - $2.25K
|
6.59K
$63.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-46- 0.29% |
$383 - $492
|
16K
$155K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
24+ 58.54% |
$200 - $257
|
65
$631
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.33K+ 48.26% |
$61K - $78.4K
|
22.5K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-861- 6.01% |
$7.16K - $9.21K
|
13.5K
$131K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
489+ 1577.42% |
$4.07K - $5.23K
|
520
$5.04K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
370+ 1.83% |
$3.08K - $3.96K
|
20.6K
$200K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 13.63% |
$24.9K - $32.1K
|
25K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.24K+ 18.49% |
$10.3K - $13.2K
|
7.93K
$77K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.2KClosed |
$85K - $109K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
440New |
$3.66K - $4.71K
|
440
$4.27K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.09K- 7.71% |
$9.1K - $11.7K
|
13.1K
$127K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-5.04K- 68.22% |
$41.9K - $53.9K
|
2.35K
$22.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
165New |
$1.37K - $1.77K
|
165
$1.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
487+ 31.62% |
$4.05K - $5.21K
|
2.03K
$19.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.1% |
$8.32 - $10.7
|
960
$9.31K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 78.31% |
$3K - $3.86K
|
100
$970
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-24.1K- 6.94% |
$201K - $258K
|
323K
$3.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-537- 2.97% |
$4.47K - $5.75K
|
17.5K
$170K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.99K+ 49.67% |
$41.5K - $53.4K
|
15K
$146K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-27K- 21.18% |
$225K - $289K
|
101K
$976K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-259- 1.55% |
$2.15K - $2.77K
|
16.5K
$160K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-224- 0.39% |
$1.86K - $2.4K
|
56.6K
$549K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 50.0% |
$3.2K - $3.46K
|
400
$3.88K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
500New |
$4.01K - $4.32K
|
500
$4.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$8.01 - $8.64
|
1
$9.7
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.44K- 82.84% |
$19.5K - $21.1K
|
505
$4.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.04% |
$8.01 - $8.64
|
97
$941
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
642+ 51.36% |
$5.14K - $5.55K
|
1.89K
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
937KNew |
$7.51M - $8.1M
|
937K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-75- 0.62% |
$601 - $648
|
12K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
510+ 20.56% |
$4.09K - $4.41K
|
2.99K
$29K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.5KNew |
$124K - $134K
|
15.5K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
3.59M+ 67.84% |
$28.8M - $31M
|
8.89M
$86.2M
|
|