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 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-916- 21.85% |
$7.35K - $7.94K
|
3.28K
$30.8K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-917- 1.73% |
$7.35K - $7.95K
|
52.1K
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-930- 1.23% |
$7.46K - $8.06K
|
74.9K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-932- 20.74% |
$7.47K - $8.08K
|
3.56K
$33.4K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-991- 0.74% |
$7.95K - $8.59K
|
132K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 0.15% |
$8.02K - $8.67K
|
648K
$6.09M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1K- 12.77% |
$8.04K - $8.69K
|
6.85K
$64.3K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.01K- 5.33% |
$8.08K - $8.74K
|
17.9K
$168K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.08K- 6.14% |
$8.62K - $9.32K
|
16.4K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.12K- 7.31% |
$8.94K - $9.67K
|
14.1K
$133K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.19K- 71.61% |
$9.53K - $10.3K
|
471
$4.42K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.2K- 0.96% |
$9.59K - $10.4K
|
123K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.3K- 24.0% |
$10.5K - $11.3K
|
4.13K
$38.8K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.37K- 7.44% |
$11K - $11.9K
|
17K
$160K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.44K- 3.33% |
$11.5K - $12.5K
|
41.9K
$393K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.53K- 5.59% |
$12.3K - $13.2K
|
25.8K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.57K- 5.09% |
$12.6K - $13.6K
|
29.2K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.63K- 13.11% |
$13.1K - $14.1K
|
10.8K
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.78K- 65.14% |
$14.2K - $15.4K
|
950
$8.92K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.84K- 38.51% |
$14.8K - $16K
|
2.94K
$27.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.87K- 11.99% |
$15K - $16.2K
|
13.8K
$129K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.89K- 6.56% |
$15.2K - $16.4K
|
26.9K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.97K- 15.79% |
$15.8K - $17.1K
|
10.5K
$98.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2K- 10.76% |
$16K - $17.3K
|
16.6K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2K- 6.87% |
$16K - $17.3K
|
27.1K
$255K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.12K- 6.09% |
$17K - $18.3K
|
32.6K
$306K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.35K- 64.42% |
$18.9K - $20.4K
|
1.3K
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.59K- 5.19% |
$20.8K - $22.5K
|
47.4K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-2.76K- 11.23% |
$22.1K - $23.9K
|
21.8K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.83K- 15.49% |
$22.7K - $24.5K
|
15.4K
$145K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-2.96K- 10.37% |
$23.7K - $25.6K
|
25.6K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.04K- 3.15% |
$24.3K - $26.3K
|
93.3K
$876K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-3.1K- 3.53% |
$24.9K - $26.9K
|
84.8K
$796K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.28K- 11.0% |
$26.3K - $28.5K
|
26.6K
$250K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.48K- 9.92% |
$27.9K - $30.2K
|
31.6K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.56KClosed |
$28.6K - $30.9K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.62K- 7.63% |
$29K - $31.4K
|
43.8K
$412K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.66K- 4.26% |
$29.3K - $31.7K
|
82.1K
$771K
|
|
|
May 07, 2024
Q1 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-3.73K- 3.54% |
$29.9K - $32.4K
|
102K
$954K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.01K- 76.1% |
$32.2K - $34.8K
|
1.26K
$11.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-4.22K- 1.79% |
$33.9K - $36.6K
|
232K
$2.18M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.32K- 26.02% |
$34.6K - $37.4K
|
12.3K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.43K- 12.09% |
$35.5K - $38.4K
|
32.2K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-4.48K- 44.58% |
$36K - $38.9K
|
5.57K
$52.3K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.55K- 0.67% |
$36.5K - $39.5K
|
673K
$6.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.66K- 1.78% |
$37.3K - $40.4K
|
257K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.76K- 16.85% |
$38.1K - $41.2K
|
23.5K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.83K- 26.8% |
$38.8K - $41.9K
|
13.2K
$124K
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5.29K- 4.57% |
$42.4K - $45.8K
|
110K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-5.36K- 2.42% |
$43K - $46.5K
|
216K
$2.03M
|