Purchases and Sales Made in Q1 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q1 2024. 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 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
14.3K+ 167.61% |
$115K - $124K
|
22.9K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
14KNew |
$112K - $121K
|
14K
$131K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14KNew |
$112K - $121K
|
14K
$131K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$106K - $115K
|
13.2K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.9KNew |
$103K - $112K
|
12.9K
$121K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
12.9K+ 9.34% |
$103K - $112K
|
151K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.8K+ 55.44% |
$103K - $111K
|
36K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$101K - $109K
|
12.6K
$118K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.5K+ 40.0% |
$100K - $109K
|
43.8K
$411K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5KNew |
$100K - $108K
|
12.5K
$117K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.5KNew |
$100K - $108K
|
12.5K
$117K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$98.5K - $106K
|
12.3K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.1K+ 31.2% |
$97.2K - $105K
|
50.9K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 9.42% |
$96.9K - $105K
|
140K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12K+ 56.02% |
$96.2K - $104K
|
33.4K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9KNew |
$95.8K - $104K
|
11.9K
$112K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
11.9KNew |
$95.8K - $104K
|
11.9K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
11.7KNew |
$93.8K - $101K
|
11.7K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 55.91% |
$91.7K - $99.1K
|
31.9K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 3.18% |
$89.6K - $96.8K
|
362K
$3.4M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11K+ 7.98% |
$88K - $95.1K
|
148K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.9KNew |
$87K - $94.1K
|
10.9K
$102K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 10.08% |
$85.6K - $92.5K
|
117K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 7.26% |
$85.1K - $92K
|
157K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.6K+ 35.15% |
$85.1K - $92K
|
40.8K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.6KNew |
$85K - $91.9K
|
10.6K
$99.5K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.5KNew |
$84.3K - $91.1K
|
10.5K
$98.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
10.4KNew |
$83.6K - $90.4K
|
10.4K
$97.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.4K+ 57.98% |
$83.3K - $90K
|
28.3K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$82.3K - $89K
|
10.3K
$96.4K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
10KNew |
$80.4K - $86.9K
|
10K
$94.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.87K+ 29.06% |
$79.1K - $85.6K
|
43.8K
$412K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.75K+ 5.67% |
$78.2K - $84.5K
|
182K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.34K+ 3.64% |
$74.9K - $81K
|
266K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.13K+ 32.07% |
$73.2K - $79.2K
|
37.6K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.76K+ 49.77% |
$70.2K - $75.9K
|
26.3K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.72K+ 61.51% |
$69.9K - $75.6K
|
22.9K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.44K+ 48.67% |
$67.7K - $73.2K
|
25.8K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.91K+ 23.18% |
$63.5K - $68.6K
|
42K
$395K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.74K+ 3.22% |
$62.1K - $67.1K
|
248K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
7.58KNew |
$60.8K - $65.7K
|
7.58K
$71.2K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.48K+ 24.36% |
$60K - $64.9K
|
38.2K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
7.41K+ 0.76% |
$59.4K - $64.3K
|
983K
$9.23M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.26K+ 66.96% |
$58.2K - $63K
|
18.1K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.02K+ 7.37% |
$56.3K - $60.9K
|
102K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.02K+ 19.02% |
$56.3K - $60.8K
|
43.9K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.79K+ 28.18% |
$54.5K - $58.9K
|
30.9K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.87K+ 12.72% |
$47.1K - $50.9K
|
52.1K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.82K+ 361.92% |
$46.6K - $50.4K
|
7.42K
$69.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.81K+ 43.99% |
$46.6K - $50.4K
|
19K
$179K
|