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 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-555- 10.22% |
$5.01K - $5.92K
|
4.87K
$47K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-617- 5.25% |
$5.57K - $6.58K
|
11.1K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-619- 1.39% |
$5.58K - $6.6K
|
44K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-629- 0.38% |
$5.67K - $6.71K
|
166K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-633- 12.53% |
$5.71K - $6.75K
|
4.42K
$42.6K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-639- 2.25% |
$5.76K - $6.82K
|
27.8K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-650- 71.12% |
$5.86K - $6.94K
|
264
$2.54K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-666- 41.21% |
$6.01K - $7.11K
|
950
$9.16K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-701- 6.08% |
$6.32K - $7.48K
|
10.8K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-744- 2.88% |
$6.71K - $7.94K
|
25.1K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-752- 2.63% |
$6.78K - $8.02K
|
27.8K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-768- 0.82% |
$6.93K - $8.19K
|
93K
$897K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-808- 3.27% |
$7.29K - $8.62K
|
23.9K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-822- 1.06% |
$7.41K - $8.77K
|
76.6K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-825- 46.3% |
$7.44K - $8.8K
|
957
$9.23K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-842- 3.44% |
$7.59K - $8.98K
|
23.6K
$228K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-862- 18.8% |
$7.78K - $9.2K
|
3.72K
$35.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-889- 4.01% |
$8.02K - $9.49K
|
21.3K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-923- 67.03% |
$8.33K - $9.85K
|
454
$4.38K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-931- 6.68% |
$8.4K - $9.93K
|
13K
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-975- 5.1% |
$8.79K - $10.4K
|
18.1K
$175K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-988- 0.16% |
$8.91K - $10.5K
|
604K
$5.82M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1K- 26.63% |
$9.02K - $10.7K
|
2.76K
$26.6K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 1.97% |
$9.07K - $10.7K
|
49.9K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.04K- 3.34% |
$9.35K - $11.1K
|
30K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-1.12K- 6.23% |
$10.1K - $11.9K
|
16.8K
$162K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.15K- 16.42% |
$10.4K - $12.3K
|
5.87K
$56.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.18K- 13.16% |
$10.6K - $12.5K
|
7.76K
$74.8K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.22K- 1.87% |
$11K - $13K
|
63.8K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 2.66% |
$11.1K - $13.2K
|
45.2K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.32K- 2.5% |
$11.9K - $14.1K
|
51.4K
$496K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-1.35K- 57.36% |
$12.1K - $14.4K
|
1K
$9.64K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.35K- 2.18% |
$12.2K - $14.4K
|
60.8K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.36K- 6.54% |
$12.2K - $14.5K
|
19.4K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.38K- 11.56% |
$12.4K - $14.7K
|
10.5K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.38K- 58.74% |
$12.5K - $14.8K
|
972
$9.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.41K- 8.49% |
$12.7K - $15.1K
|
15.2K
$147K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.45K- 4.52% |
$13.1K - $15.5K
|
30.6K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 7.61% |
$13.8K - $16.3K
|
18.5K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.68K- 14.01% |
$15.1K - $17.9K
|
10.3K
$99.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.68K- 4.08% |
$15.2K - $17.9K
|
39.5K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.87K- 6.1% |
$16.9K - $20K
|
28.8K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.88K- 9.44% |
$16.9K - $20K
|
18K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.94K- 2.03% |
$17.5K - $20.7K
|
93.3K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2K- 50.0% |
$18K - $21.3K
|
2K
$19.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.15K- 16.49% |
$19.4K - $22.9K
|
10.9K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.18K- 3.09% |
$19.6K - $23.2K
|
68.2K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.34K- 85.17% |
$21.1K - $24.9K
|
407
$3.92K
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-2.36K- 3.12% |
$21.3K - $25.2K
|
73.3K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 4.35% |
$22K - $26.1K
|
53.8K
$518K
|