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
|
Washington Trust CO
|
SELL
|
- |
-150Closed |
$1.14K - $1.26K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-150- 60.0% |
$1.14K - $1.26K
|
100
$939
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-150Closed |
$1.14K - $1.26K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-165- 0.37% |
$1.25K - $1.38K
|
44.7K
$420K
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-193- 1.99% |
$1.46K - $1.62K
|
9.51K
$89.3K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-198- 99.0% |
$1.5K - $1.66K
|
2
$18.8
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.21% |
$1.51K - $1.67K
|
16.3K
$153K
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-217- 7.65% |
$1.64K - $1.82K
|
2.62K
$24.6K
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-225- 69.23% |
$1.7K - $1.88K
|
100
$939
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-225- 47.07% |
$1.7K - $1.88K
|
253
$2.38K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-241- 3.61% |
$1.82K - $2.02K
|
6.43K
$60.4K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-250- 23.02% |
$1.89K - $2.09K
|
836
$7.85K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-250- 33.33% |
$1.89K - $2.09K
|
500
$4.7K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-250- 1.58% |
$1.89K - $2.09K
|
15.5K
$146K
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-251- 1.09% |
$1.9K - $2.1K
|
22.8K
$214K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-255- 2.45% |
$1.93K - $2.13K
|
10.1K
$95.3K
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-260- 1.98% |
$1.97K - $2.18K
|
12.9K
$121K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-275- 2.11% |
$2.08K - $2.3K
|
12.8K
$120K
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-275- 31.79% |
$2.08K - $2.3K
|
590
$5.54K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-310- 22.06% |
$2.35K - $2.59K
|
1.1K
$10.3K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-317- 25.59% |
$2.4K - $2.65K
|
922
$8.66K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-318- 21.44% |
$2.41K - $2.66K
|
1.17K
$10.9K
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-340- 1.68% |
$2.57K - $2.85K
|
19.9K
$186K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-364- 1.96% |
$2.76K - $3.05K
|
18.2K
$171K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-375- 12.77% |
$2.84K - $3.14K
|
2.56K
$24K
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-395- 0.58% |
$2.99K - $3.31K
|
67.5K
$634K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-398- 1.96% |
$3.01K - $3.33K
|
19.9K
$187K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-410- 1.83% |
$3.1K - $3.43K
|
21.9K
$206K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-424- 11.2% |
$3.21K - $3.55K
|
3.36K
$31.6K
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-440- 0.99% |
$3.33K - $3.68K
|
44K
$413K
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-452- 0.19% |
$3.42K - $3.78K
|
237K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-478- 4.92% |
$3.62K - $4K
|
9.25K
$86.8K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-480- 0.57% |
$3.63K - $4.02K
|
84.3K
$792K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-500- 25.09% |
$3.79K - $4.19K
|
1.49K
$14K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 9.93% |
$3.79K - $4.19K
|
4.54K
$42.6K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-536- 24.52% |
$4.06K - $4.49K
|
1.65K
$15.5K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-538- 3.29% |
$4.07K - $4.5K
|
15.8K
$148K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 6.29% |
$4.09K - $4.52K
|
8.04K
$75.5K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-600- 3.61% |
$4.54K - $5.02K
|
16K
$150K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-604- 5.89% |
$4.57K - $5.06K
|
9.64K
$90.6K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-642- 1.0% |
$4.86K - $5.37K
|
63.4K
$595K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-657- 2.62% |
$4.97K - $5.5K
|
24.5K
$230K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-731- 5.52% |
$5.53K - $6.12K
|
12.5K
$117K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-743- 4.2% |
$5.62K - $6.22K
|
17K
$159K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-787- 6.1% |
$5.96K - $6.59K
|
12.1K
$114K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-788- 7.33% |
$5.97K - $6.6K
|
9.97K
$93.6K
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-800- 4.52% |
$6.06K - $6.7K
|
16.9K
$159K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-810- 41.33% |
$6.13K - $6.78K
|
1.15K
$10.8K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-850- 23.49% |
$6.43K - $7.11K
|
2.77K
$26K
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-922- 43.43% |
$6.98K - $7.72K
|
1.2K
$11.3K
|