Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 638 institutions that hold shares in the stock, with a total of 412 Million shares, which have been reported (via 13F filing form) to have a value of $3.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
505
shares
|
$4,873
0.0% of portfolio
|
Q2 2024
Reduced 82.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
503
shares
|
$4,853
0.0% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$4,825
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
500
shares
|
$4,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
500
shares
|
$4,825
0.0% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
480
shares
|
$4,632
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
478
shares
|
$4,612
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
470
shares
|
$4,535
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
458
shares
|
$4,419
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
455
shares
|
$4,390
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
448
shares
|
$4,323
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
441
shares
|
$4,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
440
shares
|
$4,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
425
shares
|
$4,101
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
423
shares
|
$4,081
0.0% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
422
shares
|
$4,072
0.0% of portfolio
|
Q3 2024
Added 61.69%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
400
shares
|
$3,860
0.0% of portfolio
|
Q1 2024
Reduced 50.19%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$3,860
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
400
shares
|
$3,860
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
400
shares
|
$3,860
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
393
shares
|
$3,792
0.0% of portfolio
|
Q3 2024
Added 5679.9%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
375
shares
|
$3,618
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
368
shares
|
$3,551
0.0% of portfolio
|
Q3 2024
Reduced 34.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
362
shares
|
$3,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
354
shares
|
$3,416
0.0% of portfolio
|
Q3 2024
New holding
|