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 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-88- 0.56% |
$708 - $792
|
15.5K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-95- 1.48% |
$764 - $855
|
6.34K
$59.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 1.21% |
$844 - $945
|
8.58K
$80.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 1.21% |
$844 - $945
|
8.58K
$80.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-113- 0.56% |
$909 - $1.02K
|
19.9K
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-116- 20.46% |
$933 - $1.04K
|
451
$4.23K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-130- 0.2% |
$1.05K - $1.17K
|
64.1K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-132- 3.9% |
$1.06K - $1.19K
|
3.25K
$30.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-150- 8.48% |
$1.21K - $1.35K
|
1.62K
$15.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-150- 34.09% |
$1.21K - $1.35K
|
290
$2.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-152- 0.31% |
$1.22K - $1.37K
|
49.6K
$466K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-165- 48.53% |
$1.33K - $1.49K
|
175
$1.64K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 29.61% |
$1.45K - $1.62K
|
428
$4.02K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-200- 40.0% |
$1.61K - $1.8K
|
300
$2.82K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-200- 21.69% |
$1.61K - $1.8K
|
722
$6.78K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-200- 16.31% |
$1.61K - $1.8K
|
1.03K
$9.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-207- 1.35% |
$1.66K - $1.86K
|
15.1K
$142K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-207- 1.35% |
$1.66K - $1.86K
|
15.1K
$142K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-220- 1.91% |
$1.77K - $1.98K
|
11.3K
$106K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-228- 59.69% |
$1.83K - $2.05K
|
154
$1.45K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-241- 0.56% |
$1.94K - $2.17K
|
42.8K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-244- 0.92% |
$1.96K - $2.2K
|
26.3K
$247K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-260- 3.23% |
$2.09K - $2.34K
|
7.78K
$73.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-274- 59.69% |
$2.2K - $2.47K
|
185
$1.74K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-275- 28.21% |
$2.21K - $2.48K
|
700
$6.57K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-282- 1.91% |
$2.27K - $2.54K
|
14.5K
$136K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-291- 17.86% |
$2.34K - $2.62K
|
1.34K
$12.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-296- 1.54% |
$2.38K - $2.66K
|
18.9K
$178K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-300- 7.59% |
$2.41K - $2.7K
|
3.65K
$34.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-300- 20.2% |
$2.41K - $2.7K
|
1.19K
$11.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-313- 29.7% |
$2.52K - $2.82K
|
741
$6.96K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-330- 0.58% |
$2.65K - $2.97K
|
56.8K
$533K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-336- 9.54% |
$2.7K - $3.02K
|
3.19K
$29.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-382- 7.09% |
$3.07K - $3.44K
|
5.01K
$47K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 2.83% |
$3.08K - $3.45K
|
13.2K
$124K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-400- 3.13% |
$3.22K - $3.6K
|
12.4K
$116K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-403- 3.75% |
$3.24K - $3.63K
|
10.3K
$97.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-427- 1.84% |
$3.43K - $3.84K
|
22.8K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-453- 2.78% |
$3.64K - $4.08K
|
15.9K
$149K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-462- 82.21% |
$3.71K - $4.16K
|
100
$939
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-466- 3.12% |
$3.75K - $4.19K
|
14.5K
$136K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-487- 62.04% |
$3.92K - $4.38K
|
298
$2.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-512- 1.67% |
$4.12K - $4.61K
|
30.1K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-521- 6.96% |
$4.19K - $4.69K
|
6.97K
$65.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-594- 3.51% |
$4.78K - $5.35K
|
16.3K
$154K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-600- 3.12% |
$4.82K - $5.4K
|
18.6K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-600- 1.34% |
$4.82K - $5.4K
|
44.1K
$414K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-637- 2.17% |
$5.12K - $5.73K
|
28.7K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-690- 28.0% |
$5.55K - $6.21K
|
1.77K
$16.7K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-692Closed |
$5.56K - $6.23K
|
0
$0
|