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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.05% |
$45.1 - $53.4
|
9.35K
$90.1K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-5- 0.01% |
$45.1 - $53.4
|
88.1K
$849K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 5.04% |
$54.1 - $64
|
113
$1.09K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-10- 0.06% |
$90.2 - $107
|
16.3K
$157K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-10- 0.09% |
$90.2 - $107
|
10.8K
$105K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24- 31.58% |
$216 - $256
|
52
$501
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.77% |
$244 - $288
|
1.5K
$14.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-32- 4.17% |
$289 - $341
|
735
$7.09K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-33- 0.11% |
$298 - $352
|
30.7K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-41- 0.19% |
$370 - $437
|
21.7K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-50- 33.33% |
$451 - $534
|
100
$964
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 3.48% |
$487 - $576
|
1.5K
$14.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 8.11% |
$541 - $640
|
680
$6.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-63- 0.64% |
$568 - $672
|
9.82K
$94.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-70- 18.04% |
$631 - $747
|
318
$3.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-96- 0.21% |
$866 - $1.02K
|
46.4K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-104- 8.92% |
$938 - $1.11K
|
1.06K
$10.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-107- 51.44% |
$965 - $1.14K
|
101
$974
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-111- 0.33% |
$1K - $1.18K
|
33.8K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-120- 54.3% |
$1.08K - $1.28K
|
101
$974
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 29.7% |
$1.35K - $1.6K
|
355
$3.42K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-154- 10.7% |
$1.39K - $1.64K
|
1.29K
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-155- 0.99% |
$1.4K - $1.65K
|
15.6K
$150K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-166- 2.67% |
$1.5K - $1.77K
|
6.06K
$58.4K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-172- 20.16% |
$1.55K - $1.84K
|
681
$6.56K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-183- 16.4% |
$1.65K - $1.95K
|
933
$8.99K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-184- 0.56% |
$1.66K - $1.96K
|
32.5K
$314K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-186- 0.5% |
$1.68K - $1.98K
|
37.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-189- 0.81% |
$1.7K - $2.02K
|
23.1K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-201- 19.09% |
$1.81K - $2.14K
|
852
$8.21K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-216- 1.31% |
$1.95K - $2.3K
|
16.2K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-226- 1.48% |
$2.04K - $2.41K
|
15.1K
$145K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-243- 2.16% |
$2.19K - $2.59K
|
11K
$106K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-279- 4.03% |
$2.52K - $2.98K
|
6.64K
$64K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-279- 0.33% |
$2.52K - $2.98K
|
85.4K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-283- 73.89% |
$2.55K - $3.02K
|
100
$964
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-285- 0.73% |
$2.57K - $3.04K
|
38.7K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-294- 1.5% |
$2.65K - $3.14K
|
19.3K
$186K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-300- 15.13% |
$2.71K - $3.2K
|
1.68K
$16.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-304- 2.84% |
$2.74K - $3.24K
|
10.4K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-315- 81.82% |
$2.84K - $3.36K
|
70
$675
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-365- 1.43% |
$3.29K - $3.89K
|
25.2K
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-367- 0.54% |
$3.31K - $3.92K
|
67.9K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-387- 9.35% |
$3.49K - $4.13K
|
3.75K
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-405- 3.06% |
$3.65K - $4.32K
|
12.8K
$123K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-414- 2.96% |
$3.73K - $4.42K
|
13.6K
$131K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-480- 0.07% |
$4.33K - $5.12K
|
644K
$6.21M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-510- 44.35% |
$4.6K - $5.44K
|
640
$6.17K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-537- 2.59% |
$4.84K - $5.73K
|
20.2K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-547- 0.72% |
$4.93K - $5.84K
|
75.3K
$726K
|