Purchases and Sales Made in Q1 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q1 2023. The information is specifically focused on institutions that hold shares of Haleon plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
21.8KNew |
$165K - $183K
|
21.8K
$211K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
20.1K+ 14.39% |
$152K - $168K
|
160K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
19.7KNew |
$149K - $165K
|
19.7K
$190K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
19.5KNew |
$148K - $164K
|
19.5K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.3KNew |
$146K - $162K
|
19.3K
$186K
|
|
|
May 10, 2023
Q1 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
18.4K+ 1.79% |
$139K - $154K
|
1.04M
$10.1M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 56.47% |
$129K - $143K
|
47.3K
$456K
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
16.2KNew |
$123K - $136K
|
16.2K
$156K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.9KNew |
$120K - $133K
|
15.9K
$153K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15.9K+ 23.92% |
$120K - $133K
|
82.1K
$792K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 5.93% |
$117K - $129K
|
275K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.3KNew |
$116K - $128K
|
15.3K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
15.3KNew |
$116K - $128K
|
15.3K
$147K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$109K - $121K
|
14.4K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13.8K+ 114.71% |
$105K - $116K
|
25.9K
$250K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13.6K+ 5.85% |
$103K - $114K
|
247K
$2.38M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$101K - $112K
|
13.3K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.2KNew |
$100K - $111K
|
13.2K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
13KNew |
$98.4K - $109K
|
13K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13KNew |
$98.3K - $109K
|
13K
$125K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
12.5KNew |
$95K - $105K
|
12.5K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
12.3KNew |
$93K - $103K
|
12.3K
$118K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
11.5K+ 6.78% |
$87.3K - $96.5K
|
182K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
11.5K+ 5.0% |
$87.1K - $96.3K
|
242K
$2.33M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$87.1K - $96.3K
|
11.5K
$111K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
11.3KNew |
$85.4K - $94.4K
|
11.3K
$109K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
11KNew |
$83.3K - $92.1K
|
11K
$106K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.9K+ 103.11% |
$82.7K - $91.4K
|
21.5K
$207K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.7K+ 31.32% |
$81.2K - $89.8K
|
45K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.5KNew |
$79.8K - $88.3K
|
10.5K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.3KNew |
$78.2K - $86.5K
|
10.3K
$99.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1KNew |
$76.7K - $84.8K
|
10.1K
$97.6K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10KNew |
$75.7K - $83.7K
|
10K
$96.4K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.95K+ 26.64% |
$75.3K - $83.3K
|
47.3K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.75K+ 8.23% |
$73.8K - $81.6K
|
128K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.41K+ 9.39% |
$71.3K - $78.8K
|
110K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.26K+ 3.85% |
$70.1K - $77.5K
|
250K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.85KNew |
$67K - $74.1K
|
8.85K
$85.3K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.38K+ 69.64% |
$63.4K - $70.1K
|
20.4K
$197K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8.19KNew |
$62K - $68.6K
|
8.19K
$79K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.89K+ 13.46% |
$52.1K - $57.7K
|
58.1K
$560K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.89K+ 14.61% |
$52.1K - $57.6K
|
54K
$521K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
6.85K+ 59.41% |
$51.8K - $57.3K
|
18.4K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.75K+ 15.69% |
$51.1K - $56.5K
|
49.8K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.51K+ 43.06% |
$49.3K - $54.5K
|
21.6K
$208K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.46K+ 23.26% |
$41.3K - $45.7K
|
28.9K
$279K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
4.94K+ 9.92% |
$37.4K - $41.4K
|
54.8K
$528K
|
|
|
May 09, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
4.92K+ 26.48% |
$37.2K - $41.2K
|
23.5K
$226K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.91K+ 14.79% |
$37.2K - $41.1K
|
38.1K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
4.9K+ 44.79% |
$37.1K - $41K
|
15.8K
$153K
|