Purchases and Sales Made in Q2 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
961New |
$7.7K - $8.3K
|
961
$9.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
926+ 4.05% |
$7.42K - $8K
|
23.8K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
832+ 5.93% |
$6.66K - $7.19K
|
14.9K
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
804+ 5.63% |
$6.44K - $6.95K
|
15.1K
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
798+ 7.4% |
$6.39K - $6.89K
|
11.6K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
792+ 51.97% |
$6.34K - $6.84K
|
2.32K
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
779+ 4.07% |
$6.24K - $6.73K
|
19.9K
$187K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
741New |
$5.94K - $6.4K
|
741
$6.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
642+ 51.36% |
$5.14K - $5.55K
|
1.89K
$17.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
631+ 64.13% |
$5.05K - $5.45K
|
1.62K
$15.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
615+ 0.52% |
$4.93K - $5.31K
|
119K
$1.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
607+ 9.81% |
$4.86K - $5.24K
|
6.8K
$63.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
587+ 61.59% |
$4.7K - $5.07K
|
1.54K
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
510+ 20.56% |
$4.09K - $4.41K
|
2.99K
$28.1K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
500New |
$4.01K - $4.32K
|
500
$4.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
463+ 2.86% |
$3.71K - $4K
|
16.7K
$157K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
450+ 762.71% |
$3.6K - $3.89K
|
509
$4.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
405+ 2.67% |
$3.24K - $3.5K
|
15.5K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
387+ 11.3% |
$3.1K - $3.34K
|
3.81K
$35.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
325+ 650.0% |
$2.6K - $2.81K
|
375
$3.52K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
311+ 0.94% |
$2.49K - $2.69K
|
33.3K
$313K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
305+ 1.82% |
$2.44K - $2.64K
|
17.1K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300+ 1.47% |
$2.4K - $2.59K
|
20.7K
$195K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
296+ 11.93% |
$2.37K - $2.56K
|
2.78K
$26.1K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
273+ 3.91% |
$2.19K - $2.36K
|
7.26K
$68.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
259+ 2.06% |
$2.07K - $2.24K
|
12.9K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
256+ 2.12% |
$2.05K - $2.21K
|
12.3K
$116K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
250+ 7.63% |
$2K - $2.16K
|
3.53K
$33.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
242+ 0.92% |
$1.94K - $2.09K
|
26.6K
$250K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
241New |
$1.93K - $2.08K
|
241
$2.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
219+ 87.25% |
$1.75K - $1.89K
|
470
$4.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
198+ 0.86% |
$1.59K - $1.71K
|
23.3K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
184+ 0.75% |
$1.47K - $1.59K
|
24.6K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
183+ 0.63% |
$1.47K - $1.58K
|
29.2K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
179+ 2.63% |
$1.43K - $1.55K
|
6.99K
$65.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
163New |
$1.31K - $1.41K
|
163
$1.53K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
141New |
$1.13K - $1.22K
|
141
$1.32K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
126+ 16.73% |
$1.01K - $1.09K
|
879
$8.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
123+ 0.42% |
$985 - $1.06K
|
29.3K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
106New |
$849 - $916
|
106
$995
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 19.12% |
$801 - $864
|
623
$5.85K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
90New |
$721 - $778
|
90
$845
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
90+ 2.85% |
$721 - $778
|
3.25K
$30.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
75+ 1.13% |
$601 - $648
|
6.69K
$62.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
63+ 5.25% |
$505 - $544
|
1.26K
$11.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 0.52% |
$409 - $441
|
9.9K
$92.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
41New |
$328 - $354
|
41
$385
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
40+ 0.35% |
$320 - $346
|
11.4K
$107K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
33New |
$264 - $285
|
33
$310
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
29+ 0.79% |
$232 - $251
|
3.72K
$34.9K
|