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 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
837+ 5.13% |
$6.73K - $7.53K
|
17.2K
$161K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
830+ 3.39% |
$6.67K - $7.47K
|
25.3K
$238K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
807+ 807.0% |
$6.49K - $7.26K
|
907
$8.52K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
799+ 2.76% |
$6.42K - $7.19K
|
29.7K
$279K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
784+ 1.03% |
$6.3K - $7.06K
|
77K
$723K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
782+ 23.26% |
$6.29K - $7.04K
|
4.14K
$38.9K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
771+ 554.68% |
$6.2K - $6.94K
|
910
$8.54K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
737+ 6.62% |
$5.93K - $6.63K
|
11.9K
$111K
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
680+ 5.44% |
$5.47K - $6.12K
|
13.2K
$124K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
676New |
$5.44K - $6.08K
|
676
$6.35K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
674+ 6.65% |
$5.42K - $6.07K
|
10.8K
$101K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
631+ 4.86% |
$5.07K - $5.68K
|
13.6K
$128K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
629+ 1.11% |
$5.06K - $5.66K
|
57.2K
$537K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
617+ 26.91% |
$4.96K - $5.55K
|
2.91K
$27.3K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
612+ 2.06% |
$4.92K - $5.51K
|
30.4K
$285K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
580+ 4.1% |
$4.66K - $5.22K
|
14.7K
$138K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
569+ 36.06% |
$4.57K - $5.12K
|
2.15K
$20.2K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
561+ 8.9% |
$4.51K - $5.05K
|
6.86K
$64.4K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
527+ 35.73% |
$4.24K - $4.74K
|
2K
$18.8K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$4.02K - $4.5K
|
500
$4.7K
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
475+ 2.92% |
$3.82K - $4.28K
|
16.7K
$157K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
454+ 101.11% |
$3.65K - $4.09K
|
903
$8.48K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
444+ 86.55% |
$3.57K - $4K
|
957
$8.99K
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
431New |
$3.47K - $3.88K
|
431
$4.05K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
402+ 528.95% |
$3.23K - $3.62K
|
478
$4.49K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
400New |
$3.22K - $3.6K
|
400
$3.76K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
400New |
$3.22K - $3.6K
|
400
$3.76K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
397+ 0.29% |
$3.19K - $3.57K
|
136K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
396+ 0.16% |
$3.18K - $3.56K
|
245K
$2.3M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
376+ 102.45% |
$3.02K - $3.38K
|
743
$6.98K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
359+ 3.47% |
$2.89K - $3.23K
|
10.7K
$100K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
340+ 4.87% |
$2.73K - $3.06K
|
7.32K
$68.7K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
334+ 334.0% |
$2.69K - $3.01K
|
434
$4.08K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
329+ 1.19% |
$2.65K - $2.96K
|
28K
$262K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
321New |
$2.58K - $2.89K
|
321
$3.01K
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
318+ 2.59% |
$2.56K - $2.86K
|
12.6K
$118K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
300+ 30.61% |
$2.41K - $2.7K
|
1.28K
$12K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
298+ 0.14% |
$2.4K - $2.68K
|
215K
$2.02M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
293New |
$2.36K - $2.64K
|
293
$2.75K
|
|
Aug 09, 2023
Q2 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
289+ 0.1% |
$2.32K - $2.6K
|
284K
$2.67M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
282+ 23.48% |
$2.27K - $2.54K
|
1.48K
$13.9K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
276New |
$2.22K - $2.48K
|
276
$2.59K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
272+ 7.71% |
$2.19K - $2.45K
|
3.8K
$35.7K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
242+ 2.42% |
$1.95K - $2.18K
|
10.2K
$96.2K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
209+ 6.67% |
$1.68K - $1.88K
|
3.34K
$31.4K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
206+ 2.03% |
$1.66K - $1.85K
|
10.4K
$97.2K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200+ 0.92% |
$1.61K - $1.8K
|
22K
$206K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
200+ 7.67% |
$1.61K - $1.8K
|
2.81K
$26.4K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
199+ 1.58% |
$1.6K - $1.79K
|
12.8K
$120K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
192New |
$1.54K - $1.73K
|
192
$1.8K
|