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 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.69K+ 27.21% |
$35.5K - $39.3K
|
21.9K
$206K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.49KNew |
$34K - $37.6K
|
4.49K
$42.2K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.47K+ 7.55% |
$33.9K - $37.4K
|
63.7K
$598K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.42K+ 2.38% |
$33.4K - $37K
|
190K
$1.78M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.31K+ 31.6% |
$32.6K - $36K
|
17.9K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.99K+ 17.39% |
$30.2K - $33.4K
|
27K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.59K+ 14.94% |
$27.2K - $30.1K
|
27.6K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.45K+ 6.11% |
$26.1K - $28.9K
|
59.9K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.37K+ 25.3% |
$25.5K - $28.2K
|
16.7K
$157K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.36KNew |
$25.4K - $28.1K
|
3.36K
$31.5K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.23K+ 194.11% |
$24.4K - $27K
|
4.89K
$45.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.13K+ 9.72% |
$23.7K - $26.2K
|
35.3K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 11.11% |
$23.6K - $26.1K
|
31.2K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.03K+ 1.12% |
$22.9K - $25.3K
|
274K
$2.57M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.02KNew |
$22.9K - $25.3K
|
3.02K
$28.4K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2.67K+ 308.45% |
$20.2K - $22.3K
|
3.53K
$33.1K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.63K+ 28.34% |
$19.9K - $22K
|
11.9K
$112K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.46KNew |
$18.7K - $20.6K
|
2.46K
$23.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.39K+ 16.33% |
$18.1K - $20K
|
17K
$160K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.18K+ 3.07% |
$16.5K - $18.3K
|
73.2K
$688K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.1K+ 19.94% |
$15.9K - $17.6K
|
12.7K
$119K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.08KNew |
$15.7K - $17.4K
|
2.08K
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.04K+ 7.13% |
$15.4K - $17.1K
|
30.6K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.94K+ 15.16% |
$14.7K - $16.2K
|
14.7K
$138K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.77KNew |
$13.4K - $14.8K
|
1.77K
$16.6K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
1.72K+ 1.96% |
$13K - $14.4K
|
89.4K
$840K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.7K+ 3.09% |
$12.8K - $14.2K
|
56.5K
$531K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.66KNew |
$12.6K - $13.9K
|
1.66K
$15.6K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$12.3K - $13.6K
|
1.63K
$15.3K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 11.26% |
$11.7K - $13K
|
15.3K
$144K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.54K+ 60.34% |
$11.7K - $12.9K
|
4.1K
$38.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.51K+ 53.37% |
$11.5K - $12.7K
|
4.35K
$40.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.46KNew |
$11.1K - $12.2K
|
1.46K
$13.7K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.45KNew |
$11K - $12.1K
|
1.45K
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 11.03% |
$10.1K - $11.1K
|
13.4K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.33K+ 4.66% |
$10K - $11.1K
|
29.8K
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.31KNew |
$9.89K - $10.9K
|
1.31K
$12.3K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.26K+ 21.48% |
$9.52K - $10.5K
|
7.11K
$66.8K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.17KNew |
$8.82K - $9.75K
|
1.17K
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.11K+ 1.19% |
$8.43K - $9.32K
|
94.6K
$888K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.1K+ 11.01% |
$8.36K - $9.24K
|
11.1K
$105K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.05KNew |
$7.98K - $8.82K
|
1.05K
$9.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
980New |
$7.42K - $8.2K
|
980
$9.2K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
903+ 310.31% |
$6.84K - $7.56K
|
1.19K
$11.2K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
899+ 3.44% |
$6.81K - $7.52K
|
27.1K
$254K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
849+ 3.39% |
$6.43K - $7.11K
|
25.9K
$243K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
800New |
$6.06K - $6.7K
|
800
$7.51K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
798New |
$6.04K - $6.68K
|
798
$7.49K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
776New |
$5.87K - $6.5K
|
776
$7.29K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
752+ 2.4% |
$5.69K - $6.29K
|
32.1K
$301K
|