Purchases and Sales Made in Q2 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.81K+ 53.85% |
$54.8K - $61.3K
|
19.5K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.61K+ 22.03% |
$53.1K - $59.5K
|
36.6K
$344K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.83K+ 7.96% |
$46.9K - $52.5K
|
79.1K
$742K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.78K+ 157.57% |
$46.4K - $52K
|
9.44K
$88.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.53K+ 25.58% |
$44.5K - $49.8K
|
27.2K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.39K+ 20.57% |
$43.4K - $48.5K
|
31.6K
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.89K+ 18.15% |
$39.3K - $44K
|
31.9K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.53K+ 6.78% |
$36.4K - $40.8K
|
71.4K
$670K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.42K+ 4.68% |
$35.6K - $39.8K
|
98.9K
$929K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.1K+ 598.54% |
$33K - $36.9K
|
4.79K
$44.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.02K+ 89.46% |
$32.3K - $36.1K
|
8.51K
$79.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.76K+ 1032.97% |
$30.2K - $33.8K
|
4.12K
$38.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.33K+ 9.74% |
$26.8K - $30K
|
37.6K
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.21K+ 18.93% |
$25.8K - $28.9K
|
20.2K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.19K+ 1.99% |
$25.6K - $28.7K
|
163K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.02K+ 8.49% |
$24.2K - $27.1K
|
38.5K
$362K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3KNew |
$24.1K - $27K
|
3K
$28.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.97K+ 4.66% |
$23.9K - $26.7K
|
66.7K
$626K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.92K+ 19.96% |
$23.5K - $26.3K
|
17.5K
$165K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.85KNew |
$22.9K - $25.6K
|
2.85K
$26.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.77K+ 22.11% |
$22.3K - $25K
|
15.3K
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.71KNew |
$21.8K - $24.4K
|
2.71K
$25.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.69K+ 1.14% |
$21.6K - $24.2K
|
240K
$2.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.67K+ 7.56% |
$21.5K - $24K
|
37.9K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.53K+ 0.92% |
$20.3K - $22.7K
|
276K
$2.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
2.49K+ 1.22% |
$20K - $22.4K
|
206K
$1.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.18K+ 5.21% |
$17.5K - $19.6K
|
43.9K
$412K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 6.86% |
$17.2K - $19.3K
|
33.3K
$313K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.03K+ 7.86% |
$16.4K - $18.3K
|
27.9K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.91K+ 1.75% |
$15.4K - $17.2K
|
111K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.83K+ 32.45% |
$14.7K - $16.5K
|
7.47K
$70.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
1.7K+ 39.53% |
$13.7K - $15.3K
|
6K
$56.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.7K+ 423.75% |
$13.6K - $15.3K
|
2.1K
$19.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.59K+ 4.18% |
$12.8K - $14.3K
|
39.7K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.55K+ 14.72% |
$12.5K - $14K
|
12.1K
$114K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.53K+ 6.97% |
$12.3K - $13.8K
|
23.5K
$220K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.51KNew |
$12.1K - $13.6K
|
1.51K
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.41KNew |
$11.3K - $12.7K
|
1.41K
$13.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 79.34% |
$10.6K - $11.9K
|
2.99K
$28K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 79.34% |
$10.6K - $11.9K
|
2.99K
$28K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.27KNew |
$10.2K - $11.4K
|
1.27K
$11.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.2K+ 56.39% |
$9.62K - $10.8K
|
3.32K
$31.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.03K+ 14.52% |
$8.31K - $9.3K
|
8.15K
$76.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1K+ 2.28% |
$8.04K - $9K
|
45K
$422K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
965+ 27.83% |
$7.76K - $8.69K
|
4.43K
$41.6K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
961+ 1.31% |
$7.73K - $8.65K
|
74.5K
$700K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
913+ 4.97% |
$7.34K - $8.22K
|
19.3K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
902+ 5.89% |
$7.25K - $8.12K
|
16.2K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
894+ 7.87% |
$7.19K - $8.05K
|
12.2K
$115K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
887+ 8.25% |
$7.13K - $7.98K
|
11.6K
$109K
|