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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.09K- 32.0% |
$30.9K - $34.2K
|
8.69K
$81.6K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.12K- 26.31% |
$31.2K - $34.5K
|
11.5K
$108K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.28K- 3.88% |
$32.4K - $35.8K
|
106K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-4.32K- 1.5% |
$32.7K - $36.2K
|
284K
$2.67M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.41K- 72.58% |
$33.4K - $36.9K
|
1.67K
$15.6K
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-5K- 8.27% |
$37.9K - $41.8K
|
55.4K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5.13K- 3.72% |
$38.8K - $42.9K
|
133K
$1.25M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.23K- 10.86% |
$39.6K - $43.8K
|
43K
$403K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.39K- 21.09% |
$40.8K - $45.1K
|
20.2K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.57K- 6.21% |
$42.2K - $46.6K
|
84.1K
$790K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-5.9K- 61.7% |
$44.6K - $49.3K
|
3.66K
$34.4K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.03K- 2.92% |
$45.6K - $50.5K
|
200K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-6.47K- 28.66% |
$49K - $54.1K
|
16.1K
$151K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.71K- 23.36% |
$50.8K - $56.1K
|
22K
$207K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 2.68% |
$50.9K - $56.3K
|
245K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.87K- 2.77% |
$52K - $57.5K
|
241K
$2.26M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.16K- 10.12% |
$54.2K - $59.9K
|
63.6K
$598K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.21K- 75.33% |
$54.6K - $60.4K
|
2.36K
$22.2K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.25K- 40.28% |
$54.9K - $60.7K
|
10.7K
$101K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-7.57K- 0.09% |
$57.3K - $63.3K
|
8.76M
$82.2M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.74K- 26.26% |
$58.6K - $64.8K
|
21.7K
$204K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-7.84K- 17.61% |
$59.3K - $65.6K
|
36.7K
$344K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.16K- 62.01% |
$61.8K - $68.3K
|
5K
$47K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-8.43K- 1.32% |
$63.8K - $70.6K
|
632K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.51K- 52.97% |
$64.4K - $71.2K
|
7.56K
$71K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-8.55K- 3.6% |
$64.7K - $71.6K
|
229K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.62K- 3.91% |
$65.2K - $72.1K
|
212K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.76K- 27.42% |
$66.3K - $73.3K
|
23.2K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.23K- 46.52% |
$69.9K - $77.2K
|
10.6K
$99.6K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.65K- 26.04% |
$73.1K - $80.8K
|
27.4K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.92K- 5.6% |
$75.1K - $83K
|
167K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.97K- 9.52% |
$75.5K - $83.4K
|
94.7K
$890K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 21.13% |
$75.7K - $83.7K
|
37.3K
$350K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.4K- 58.91% |
$78.8K - $87.1K
|
7.26K
$68.1K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.6K- 29.92% |
$80.5K - $89K
|
24.9K
$234K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-10.8K- 19.87% |
$81.7K - $90.3K
|
43.5K
$409K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.8K- 17.37% |
$82K - $90.7K
|
51.5K
$484K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11K- 13.19% |
$83.5K - $92.4K
|
72.6K
$682K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 28.28% |
$86.1K - $95.2K
|
28.8K
$271K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-14K- 24.5% |
$106K - $117K
|
43.1K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.7K- 58.49% |
$119K - $132K
|
11.2K
$105K
|
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-16.1K- 7.3% |
$122K - $134K
|
204K
$1.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.9K- 44.1% |
$136K - $150K
|
22.7K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.9K- 0.91% |
$173K - $191K
|
2.48M
$23.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26.5K- 26.69% |
$200K - $222K
|
72.7K
$683K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.1K- 89.62% |
$205K - $227K
|
3.13K
$29.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-29.1K- 14.85% |
$220K - $244K
|
167K
$1.57M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.6K- 5.51% |
$231K - $256K
|
524K
$4.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.7K- 15.12% |
$247K - $274K
|
184K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-33.2K- 15.42% |
$252K - $278K
|
182K
$1.71M
|