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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 7.32% |
$8.1K - $8.96K
|
13.5K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.08K- 5.98% |
$8.15K - $9.01K
|
16.9K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 1.19% |
$8.21K - $9.08K
|
89.9K
$844K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.1K- 6.12% |
$8.3K - $9.17K
|
16.8K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 37.17% |
$8.33K - $9.22K
|
1.86K
$17.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 1.48% |
$8.4K - $9.29K
|
74K
$695K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.15K- 7.13% |
$8.68K - $9.6K
|
14.9K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 5.04% |
$9.24K - $10.2K
|
23K
$216K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.25K- 18.14% |
$9.46K - $10.5K
|
5.64K
$53K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.28K- 26.66% |
$9.69K - $10.7K
|
3.52K
$33.1K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.3K- 8.14% |
$9.84K - $10.9K
|
14.7K
$138K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.34K- 5.9% |
$10.1K - $11.2K
|
21.4K
$201K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.35K- 66.37% |
$10.2K - $11.3K
|
682
$6.4K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.35K- 13.55% |
$10.2K - $11.3K
|
8.61K
$80.9K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.36K- 4.87% |
$10.3K - $11.4K
|
26.6K
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.4K- 9.96% |
$10.6K - $11.7K
|
12.7K
$119K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 4.0% |
$10.8K - $11.9K
|
34.2K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.44K- 6.19% |
$10.9K - $12K
|
21.8K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.48K- 2.08% |
$11.2K - $12.4K
|
69.6K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.5K- 93.75% |
$11.4K - $12.6K
|
100
$939
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 7.21% |
$11.4K - $12.6K
|
19.3K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.65K- 5.46% |
$12.5K - $13.8K
|
28.5K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.68K- 11.43% |
$12.7K - $14.1K
|
13K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.77K- 2.57% |
$13.4K - $14.8K
|
67.2K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.81K- 13.73% |
$13.7K - $15.1K
|
11.3K
$107K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.86K- 10.25% |
$14K - $15.5K
|
16.2K
$153K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.88K- 1.95% |
$14.2K - $15.8K
|
94.5K
$887K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.09K- 11.37% |
$15.8K - $17.5K
|
16.3K
$153K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.25K- 11.75% |
$17K - $18.8K
|
16.9K
$158K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.34K- 5.05% |
$17.7K - $19.6K
|
44K
$413K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.35K- 3.94% |
$17.8K - $19.6K
|
57.1K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.5K- 2.78% |
$18.9K - $20.9K
|
87.5K
$821K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.52K- 19.3% |
$19.1K - $21.1K
|
10.6K
$99.1K
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.53K- 1.87% |
$19.2K - $21.2K
|
133K
$1.25M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.53K- 20.05% |
$19.2K - $21.2K
|
10.1K
$94.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-2.63K- 17.37% |
$19.9K - $22K
|
12.5K
$117K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 17.25% |
$20.6K - $22.7K
|
13K
$122K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.74K- 9.46% |
$20.7K - $22.9K
|
26.2K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.81K- 14.79% |
$21.3K - $23.5K
|
16.2K
$152K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.82K- 4.58% |
$21.3K - $23.6K
|
58.6K
$551K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3K- 93.75% |
$22.7K - $25.1K
|
200
$1.88K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.16K- 15.72% |
$23.9K - $26.4K
|
16.9K
$159K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.44K- 96.12% |
$26K - $28.8K
|
139
$1.31K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.45K- 50.45% |
$26.1K - $28.8K
|
3.39K
$31.8K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.46K- 10.55% |
$26.2K - $29K
|
29.4K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.48K- 7.7% |
$26.3K - $29.1K
|
41.7K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-3.51K- 3.06% |
$26.6K - $29.4K
|
111K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.61K- 5.12% |
$27.3K - $30.2K
|
66.8K
$628K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-4K- 28.57% |
$30.3K - $33.5K
|
10K
$93.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.05K- 21.69% |
$30.6K - $33.9K
|
14.6K
$137K
|