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 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
115+ 10.62% |
$922 - $997
|
1.2K
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
111New |
$890 - $962
|
111
$1.04K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
102+ 28.41% |
$818 - $884
|
461
$4.33K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
75+ 0.63% |
$602 - $650
|
12.1K
$113K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
74+ 0.65% |
$593 - $642
|
11.5K
$108K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
63+ 0.2% |
$505 - $546
|
31.6K
$297K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
62+ 10.82% |
$497 - $538
|
635
$5.96K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
58+ 0.51% |
$465 - $503
|
11.4K
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
55+ 0.27% |
$441 - $477
|
20.6K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54+ 0.45% |
$433 - $468
|
11.9K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
51New |
$409 - $442
|
51
$479
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
51+ 0.28% |
$409 - $442
|
18.5K
$174K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45+ 7.48% |
$361 - $390
|
647
$6.08K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 69.77% |
$241 - $260
|
73
$685
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
24+ 2.03% |
$192 - $208
|
1.21K
$11.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22New |
$176 - $191
|
22
$207
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20New |
$160 - $173
|
20
$188
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
15+ 0.41% |
$120 - $130
|
3.69K
$34.7K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9+ 20.45% |
$72.2 - $78
|
53
$498
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8+ 33.33% |
$64.2 - $69.4
|
32
$300
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.88% |
$56.1 - $60.7
|
807
$7.58K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.0% |
$8.02 - $8.67
|
37.8K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9- 2.58% |
$72.2 - $78
|
340
$3.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9- 0.11% |
$72.2 - $78
|
7.94K
$74.5K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-12- 0.02% |
$96.2 - $104
|
58.8K
$552K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-22- 2.45% |
$176 - $191
|
876
$8.23K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-23- 0.17% |
$184 - $199
|
13.4K
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-25- 4.55% |
$201 - $217
|
525
$4.93K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27- 12.0% |
$217 - $234
|
198
$1.86K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-40- 5.37% |
$321 - $347
|
705
$6.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.42% |
$361 - $390
|
10.8K
$101K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 16.95% |
$401 - $434
|
245
$2.3K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-50- 4.6% |
$401 - $434
|
1.04K
$9.75K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51- 3.51% |
$409 - $442
|
1.4K
$13.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-55- 0.61% |
$441 - $477
|
9.02K
$84.7K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-55- 29.1% |
$441 - $477
|
134
$1.26K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-60- 0.4% |
$481 - $520
|
15.1K
$142K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-76- 0.51% |
$610 - $659
|
14.9K
$140K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 35.09% |
$802 - $867
|
185
$1.74K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-101- 0.99% |
$810 - $876
|
10.1K
$95.3K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-109- 64.5% |
$874 - $945
|
60
$563
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-128- 32.0% |
$1.03K - $1.11K
|
272
$2.55K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-139- 31.66% |
$1.11K - $1.21K
|
300
$2.82K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-150- 52.63% |
$1.2K - $1.3K
|
135
$1.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-153- 5.72% |
$1.23K - $1.33K
|
2.52K
$23.7K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-154- 0.71% |
$1.24K - $1.34K
|
21.5K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-200- 1.83% |
$1.6K - $1.73K
|
10.7K
$101K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 13.2% |
$1.6K - $1.73K
|
1.32K
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-207- 0.34% |
$1.66K - $1.79K
|
60.4K
$567K
|