Purchases and Sales Made in Q1 2025 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q1 2025. 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 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
411+ 3.85% |
$3.71K - $4.39K
|
11.1K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
388+ 0.4% |
$3.5K - $4.14K
|
98K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
382+ 2.57% |
$3.45K - $4.08K
|
15.2K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
361+ 26.7% |
$3.26K - $3.85K
|
1.71K
$16.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
351+ 5.55% |
$3.17K - $3.75K
|
6.67K
$64.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
350+ 116.67% |
$3.16K - $3.73K
|
650
$6.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
323+ 2.17% |
$2.91K - $3.45K
|
15.2K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
309New |
$2.79K - $3.3K
|
309
$2.98K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
308New |
$2.78K - $3.29K
|
308
$2.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
300New |
$2.71K - $3.2K
|
300
$2.89K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
279+ 0.89% |
$2.52K - $2.98K
|
31.6K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
247New |
$2.23K - $2.64K
|
247
$2.38K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
244+ 15.2% |
$2.2K - $2.6K
|
1.85K
$17.8K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
224+ 52.96% |
$2.02K - $2.39K
|
647
$6.24K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
223New |
$2.01K - $2.38K
|
223
$2.15K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
221+ 0.49% |
$1.99K - $2.36K
|
45.7K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
220+ 0.9% |
$1.98K - $2.35K
|
24.7K
$238K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218+ 1.19% |
$1.97K - $2.33K
|
18.5K
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
211+ 0.31% |
$1.9K - $2.25K
|
67.6K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
193+ 0.61% |
$1.74K - $2.06K
|
31.8K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
191+ 5.88% |
$1.72K - $2.04K
|
3.44K
$33.2K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
164+ 27.94% |
$1.48K - $1.75K
|
751
$7.24K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
149+ 12.7% |
$1.34K - $1.59K
|
1.32K
$12.7K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
145+ 3.58% |
$1.31K - $1.55K
|
4.19K
$40.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
135New |
$1.22K - $1.44K
|
135
$1.3K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
113+ 0.43% |
$1.02K - $1.21K
|
26.2K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
102+ 94.44% |
$920 - $1.09K
|
210
$2.02K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
100+ 13.5% |
$902 - $1.07K
|
841
$8.11K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$902 - $1.07K
|
100
$964
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
93+ 31.0% |
$839 - $992
|
393
$3.79K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 62.69% |
$758 - $896
|
218
$2.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
80New |
$722 - $854
|
80
$771
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
78New |
$704 - $832
|
78
$752
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
76+ 0.36% |
$686 - $811
|
21.3K
$205K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
72+ 0.46% |
$649 - $768
|
15.8K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
64New |
$577 - $683
|
64
$617
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61+ 0.42% |
$550 - $651
|
14.5K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 8.87% |
$523 - $619
|
712
$6.86K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$451 - $534
|
50
$482
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
48+ 6.01% |
$433 - $512
|
847
$8.17K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
47+ 0.01% |
$424 - $501
|
323K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 11.24% |
$361 - $427
|
396
$3.82K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$189 - $224
|
21
$202
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
17+ 0.17% |
$153 - $181
|
10.2K
$97.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
12+ 0.04% |
$108 - $128
|
29.3K
$283K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.01% |
$45.1 - $53.4
|
78.9K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.08% |
$9.02 - $10.7
|
1.27K
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4- 3.08% |
$36.1 - $42.7
|
126
$1.21K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 3.91% |
$45.1 - $53.4
|
123
$1.19K
|