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 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
26New |
$208 - $225
|
26
$265
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 34.25% |
$200 - $216
|
98
$998
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
22+ 2.51% |
$176 - $190
|
898
$9.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.04% |
$136 - $147
|
43.7K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.06% |
$96.1 - $104
|
20.1K
$204K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 1.26% |
$96.1 - $104
|
967
$9.84K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11+ 0.02% |
$88.1 - $95
|
48.2K
$490K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.29% |
$80.1 - $86.4
|
3.48K
$35.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.12% |
$72.1 - $77.8
|
7.59K
$77.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.9% |
$64.1 - $69.1
|
893
$9.09K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.74% |
$40.1 - $43.2
|
680
$6.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 4.07% |
$40.1 - $43.2
|
128
$1.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.24% |
$24 - $25.9
|
244
$2.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.48% |
$24 - $25.9
|
626
$6.37K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.6% |
$24 - $25.9
|
191
$1.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.47% |
$16 - $17.3
|
425
$4.33K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.6% |
$16 - $17.3
|
337
$3.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 1.39% |
$16 - $17.3
|
146
$1.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.04% |
$8.01 - $8.64
|
97
$987
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$8.01 - $8.64
|
1
$10.2
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2- -0.0% |
$16 - $17.3
|
67K
$682K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12- 4.41% |
$96.1 - $104
|
260
$2.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-14- 70.0% |
$112 - $121
|
6
$61.1
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-25- 0.23% |
$200 - $216
|
11K
$112K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 46.88% |
$240 - $259
|
34
$346
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.78% |
$240 - $259
|
1.05K
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-31- 3.02% |
$248 - $268
|
997
$10.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 10.62% |
$248 - $268
|
261
$2.66K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-58- 0.83% |
$465 - $501
|
6.91K
$70.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-62- 9.76% |
$497 - $536
|
573
$5.83K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-68- 6.55% |
$545 - $588
|
970
$9.87K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 9.97% |
$553 - $596
|
623
$6.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-71- 0.12% |
$569 - $613
|
60.7K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-75- 0.62% |
$601 - $648
|
12K
$122K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-80- 2.99% |
$641 - $691
|
2.6K
$26.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-85- 0.39% |
$681 - $734
|
21.7K
$221K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-94- 4.63% |
$753 - $812
|
1.94K
$19.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-98- 5.31% |
$785 - $847
|
1.75K
$17.8K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 50.0% |
$801 - $864
|
100
$1.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 28.09% |
$801 - $864
|
256
$2.61K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 50.0% |
$801 - $864
|
100
$1.02K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 31.15% |
$801 - $864
|
221
$2.25K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-104- 0.63% |
$833 - $899
|
16.5K
$168K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-125- 3.18% |
$1K - $1.08K
|
3.81K
$38.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-125- 15.24% |
$1K - $1.08K
|
695
$7.08K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-128- 50.59% |
$1.03K - $1.11K
|
125
$1.27K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-149- 0.72% |
$1.19K - $1.29K
|
20.5K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-151- 0.93% |
$1.21K - $1.3K
|
16K
$163K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-176- 0.84% |
$1.41K - $1.52K
|
20.7K
$211K
|