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 $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
348
shares
|
$3,323
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
347
shares
|
$3,313
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
338
shares
|
$3,227
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
318
shares
|
$3,036
0.0% of portfolio
|
Q4 2023
Reduced 61.96%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
300
shares
|
$2,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
300
shares
|
$2,865
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
300
shares
|
$2,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
300
shares
|
$2,865
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$2,865
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$2,865
0.0% of portfolio
|
Q1 2024
Reduced 31.66%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
293
shares
|
$2,798
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
291
shares
|
$2,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
271
shares
|
$2,588
0.0% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
271
shares
|
$2,588
0.0% of portfolio
|
Q1 2023
Reduced 23.66%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
268
shares
|
$2,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
260
shares
|
$2,483
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
259
shares
|
$2,473
0.0% of portfolio
|
Q3 2024
Reduced 49.12%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
256
shares
|
$2,444
0.0% of portfolio
|
Q2 2024
Reduced 28.09%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
245
shares
|
$2,339
0.0% of portfolio
|
Q1 2024
Reduced 16.95%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
245
shares
|
$2,339
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
241
shares
|
$2,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
233
shares
|
$2,225
0.0% of portfolio
|
Q3 2024
Added 55.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
221
shares
|
$2,110
0.0% of portfolio
|
Q2 2024
Reduced 31.15%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
215
shares
|
$2,053
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
201
shares
|
$1,919
0.0% of portfolio
|
Q3 2022
New holding
|