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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.4K- 18.66% |
$130K - $153K
|
62.6K
$603K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.4K- 17.59% |
$130K - $154K
|
67.5K
$651K
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-15.1K- 0.17% |
$136K - $161K
|
8.61M
$83M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-15.5K- 24.77% |
$140K - $165K
|
47K
$454K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.5K- 12.64% |
$140K - $165K
|
107K
$1.03M
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-16.2K- 52.67% |
$146K - $173K
|
14.5K
$140K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-21.2K- 51.97% |
$191K - $226K
|
19.5K
$188K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21.4K- 3.66% |
$193K - $228K
|
563K
$5.43M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.5K- 5.93% |
$194K - $229K
|
341K
$3.29M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-22.4K- 23.92% |
$202K - $239K
|
71.2K
$687K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.8K- 94.78% |
$215K - $254K
|
1.31K
$12.6K
|
|
May 02, 2025
Q1 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-24.5K- 2.21% |
$221K - $261K
|
1.08M
$10.5M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-25K- 3.4% |
$225K - $267K
|
710K
$6.84M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.5K- 10.93% |
$239K - $283K
|
216K
$2.08M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.7K- 68.43% |
$240K - $284K
|
12.3K
$119K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28K- 0.86% |
$252K - $299K
|
3.23M
$31.1M
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28.6K- 61.22% |
$258K - $305K
|
18.1K
$175K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.3K- 10.2% |
$273K - $323K
|
267K
$2.57M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.3K- 4.5% |
$282K - $334K
|
664K
$6.4M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-31.3K- 23.29% |
$283K - $334K
|
103K
$995K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-32.3K- 55.12% |
$291K - $344K
|
26.3K
$253K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34K- 66.73% |
$306K - $362K
|
16.9K
$163K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35.3K- 11.45% |
$319K - $377K
|
273K
$2.63M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-42.7K- 17.72% |
$385K - $455K
|
198K
$1.91M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-43.8K- 7.8% |
$395K - $467K
|
517K
$4.99M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-46.5K- 12.5% |
$420K - $496K
|
326K
$3.14M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-52.1K- 11.87% |
$470K - $556K
|
387K
$3.73M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.2K- 38.1% |
$552K - $653K
|
99.4K
$958K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-66.4K- 84.51% |
$599K - $708K
|
12.2K
$117K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-66.9K- 9.05% |
$604K - $714K
|
672K
$6.48M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-70.5K- 3.47% |
$636K - $752K
|
1.96M
$18.9M
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-70.9K- 4.95% |
$640K - $757K
|
1.36M
$13.1M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-74.7K- 1.98% |
$674K - $797K
|
3.69M
$35.6M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-76.7K- 9.86% |
$691K - $818K
|
701K
$6.76M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-81.1K- 21.4% |
$732K - $866K
|
298K
$2.87M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-85.8K- 47.68% |
$774K - $915K
|
94.1K
$907K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-86.9K- 42.89% |
$783K - $927K
|
116K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-126K- 2.06% |
$1.13M - $1.34M
|
5.98M
$57.6M
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-126K- 15.88% |
$1.13M - $1.34M
|
666K
$6.42M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-137K- 3.09% |
$1.23M - $1.46M
|
4.29M
$41.3M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-160K- 98.86% |
$1.45M - $1.71M
|
1.85K
$17.9K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-170K- 2.71% |
$1.54M - $1.82M
|
6.1M
$58.8M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-183K- 17.37% |
$1.65M - $1.95M
|
869K
$8.38M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-205K- 90.28% |
$1.85M - $2.19M
|
22.1K
$213K
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-208K- 0.64% |
$1.88M - $2.22M
|
32.6M
$314M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-250K- 3.28% |
$2.25M - $2.67M
|
7.38M
$71.1M
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-265K- 35.13% |
$2.39M - $2.83M
|
489K
$4.72M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-276K- 16.98% |
$2.49M - $2.94M
|
1.35M
$13M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-314K- 5.8% |
$2.83M - $3.35M
|
5.1M
$49.2M
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-314K- 3.59% |
$2.83M - $3.35M
|
8.44M
$81.3M
|