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 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
718+ 5.7% |
$5.44K - $6.01K
|
13.3K
$125K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
685New |
$5.19K - $5.73K
|
685
$6.43K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
683+ 8.53% |
$5.17K - $5.72K
|
8.69K
$81.6K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
658+ 21.88% |
$4.98K - $5.51K
|
3.67K
$34.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
644+ 11.38% |
$4.88K - $5.39K
|
6.3K
$59.2K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
617+ 58.87% |
$4.67K - $5.16K
|
1.67K
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
600+ 3.22% |
$4.54K - $5.02K
|
19.2K
$180K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
596New |
$4.51K - $4.99K
|
596
$5.6K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
550+ 112.24% |
$4.16K - $4.6K
|
1.04K
$9.77K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
522+ 3.84% |
$3.95K - $4.37K
|
14.1K
$133K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
521+ 7.48% |
$3.94K - $4.36K
|
7.49K
$70.3K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
488+ 164.31% |
$3.69K - $4.08K
|
785
$7.37K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
483+ 4.44% |
$3.66K - $4.04K
|
11.4K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
477New |
$3.61K - $3.99K
|
477
$4.48K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
463+ 1.57% |
$3.5K - $3.88K
|
30K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
460New |
$3.48K - $3.85K
|
460
$4.32K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
449New |
$3.4K - $3.76K
|
449
$4.22K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
431New |
$3.26K - $3.61K
|
431
$4.05K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
415+ 1.32% |
$3.14K - $3.47K
|
31.7K
$298K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
410New |
$3.1K - $3.43K
|
410
$3.85K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400New |
$3.03K - $3.35K
|
400
$3.76K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
370+ 3.02% |
$2.8K - $3.1K
|
12.6K
$118K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
364New |
$2.76K - $3.05K
|
364
$3.42K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
362+ 54.35% |
$2.74K - $3.03K
|
1.03K
$9.65K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
343+ 1.48% |
$2.6K - $2.87K
|
23.4K
$220K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
306+ 4.59% |
$2.32K - $2.56K
|
6.98K
$65.5K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 25.32% |
$2.27K - $2.51K
|
1.49K
$13.9K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
264+ 8.76% |
$2K - $2.21K
|
3.28K
$30.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
242+ 1.65% |
$1.83K - $2.03K
|
14.9K
$140K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
229New |
$1.73K - $1.92K
|
229
$2.15K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
228+ 148.05% |
$1.73K - $1.91K
|
382
$3.59K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
224+ 8.96% |
$1.7K - $1.87K
|
2.73K
$25.6K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
201+ 1.59% |
$1.52K - $1.68K
|
12.8K
$120K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
200New |
$1.51K - $1.67K
|
200
$1.88K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 66.67% |
$1.51K - $1.67K
|
500
$4.7K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200New |
$1.51K - $1.67K
|
200
$1.88K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
198+ 9900.0% |
$1.5K - $1.66K
|
200
$1.88K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
191New |
$1.45K - $1.6K
|
191
$1.79K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
175+ 15.79% |
$1.32K - $1.46K
|
1.28K
$12K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
175+ 0.34% |
$1.32K - $1.46K
|
52.1K
$489K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
154+ 0.97% |
$1.17K - $1.29K
|
16K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$1.14K - $1.26K
|
150
$1.41K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
148+ 0.75% |
$1.12K - $1.24K
|
20K
$188K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
136New |
$1.03K - $1.14K
|
136
$1.28K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
126New |
$954 - $1.05K
|
126
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
124+ 0.12% |
$939 - $1.04K
|
99.4K
$933K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
118+ 35.01% |
$893 - $988
|
455
$4.27K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
116+ 25.72% |
$878 - $971
|
567
$5.32K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
113New |
$855 - $946
|
113
$1.06K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
100+ 9.29% |
$757 - $837
|
1.18K
$11K
|