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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.66KNew |
$13.3K - $14.4K
|
1.66K
$15.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.59K+ 5.8% |
$12.8K - $13.8K
|
29K
$272K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.56KNew |
$12.5K - $13.6K
|
1.56K
$14.7K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.48K+ 5.6% |
$11.9K - $12.8K
|
27.9K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.42K+ 29.81% |
$11.4K - $12.3K
|
6.19K
$58.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.4K+ 3.37% |
$11.2K - $12.1K
|
42.8K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.34K+ 0.47% |
$10.8K - $11.6K
|
284K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 8.37% |
$9.8K - $10.6K
|
15.8K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1KNew |
$8.79K - $9.5K
|
1.1K
$10.3K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.07K+ 128.93% |
$8.61K - $9.31K
|
1.91K
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.07K+ 5.13% |
$8.59K - $9.29K
|
21.9K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.03K+ 21.34% |
$8.24K - $8.91K
|
5.85K
$54.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.02KNew |
$8.2K - $8.86K
|
1.02K
$9.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.02K+ 5.46% |
$8.15K - $8.81K
|
19.6K
$184K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
953New |
$7.64K - $8.26K
|
953
$8.95K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
910+ 30.1% |
$7.3K - $7.89K
|
3.93K
$36.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
900+ 1.17% |
$7.22K - $7.8K
|
77.9K
$732K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
885New |
$7.1K - $7.67K
|
885
$8.31K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
814+ 39.55% |
$6.53K - $7.06K
|
2.87K
$27K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
778+ 3.6% |
$6.24K - $6.75K
|
22.4K
$210K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
769+ 1.77% |
$6.17K - $6.67K
|
44.2K
$415K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
700+ 4.38% |
$5.61K - $6.07K
|
16.7K
$157K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
700+ 117.06% |
$5.61K - $6.07K
|
1.3K
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
633+ 278.85% |
$5.08K - $5.49K
|
860
$8.08K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
569+ 4.27% |
$4.56K - $4.93K
|
13.9K
$131K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
556+ 28.88% |
$4.46K - $4.82K
|
2.48K
$23.3K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
550+ 1.61% |
$4.41K - $4.77K
|
34.7K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
508New |
$4.07K - $4.4K
|
508
$4.77K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
505+ 4.45% |
$4.05K - $4.38K
|
11.8K
$111K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$4.01K - $4.34K
|
500
$4.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
492+ 38.2% |
$3.95K - $4.27K
|
1.78K
$16.7K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
464+ 15.68% |
$3.72K - $4.02K
|
3.42K
$32.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
440+ 2.16% |
$3.53K - $3.81K
|
20.8K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
402+ 2.7% |
$3.22K - $3.49K
|
15.3K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
400+ 47.06% |
$3.21K - $3.47K
|
1.25K
$11.7K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
396+ 64.39% |
$3.18K - $3.43K
|
1.01K
$9.49K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 13.4% |
$2.81K - $3.03K
|
2.96K
$27.8K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
336+ 67.2% |
$2.69K - $2.91K
|
836
$7.85K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
335New |
$2.69K - $2.9K
|
335
$3.15K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
328+ 54.85% |
$2.63K - $2.84K
|
926
$8.7K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
321New |
$2.57K - $2.78K
|
321
$3.01K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
308+ 1.8% |
$2.47K - $2.67K
|
17.4K
$164K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
295+ 324.18% |
$2.37K - $2.56K
|
386
$3.62K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
267New |
$2.14K - $2.31K
|
267
$2.51K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
211+ 16.07% |
$1.69K - $1.83K
|
1.52K
$14.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
195New |
$1.56K - $1.69K
|
195
$1.83K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
180New |
$1.44K - $1.56K
|
180
$1.69K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
173+ 3.17% |
$1.39K - $1.5K
|
5.63K
$52.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
127+ 0.98% |
$1.02K - $1.1K
|
13.1K
$123K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
126New |
$1.01K - $1.09K
|
126
$1.18K
|