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 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-184- 24.76% |
$1.47K - $1.59K
|
559
$5.25K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-210- 3.07% |
$1.68K - $1.81K
|
6.64K
$62.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-219- 3.89% |
$1.75K - $1.89K
|
5.41K
$50.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-257- 0.5% |
$2.06K - $2.22K
|
50.7K
$476K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-273- 1.6% |
$2.19K - $2.36K
|
16.8K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-275- 0.66% |
$2.2K - $2.38K
|
41.6K
$391K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-295- 76.42% |
$2.36K - $2.55K
|
91
$854
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 16.18% |
$2.4K - $2.59K
|
1.55K
$14.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-305- 1.68% |
$2.44K - $2.64K
|
17.8K
$167K
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-305- 0.13% |
$2.44K - $2.64K
|
231K
$2.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-332- 5.68% |
$2.66K - $2.87K
|
5.51K
$51.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-347- 28.8% |
$2.78K - $3K
|
858
$8.06K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-348- 2.22% |
$2.79K - $3.01K
|
15.3K
$144K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 11.82% |
$2.8K - $3.02K
|
2.61K
$24.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-363- 0.15% |
$2.91K - $3.14K
|
248K
$2.33M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 50.0% |
$3.2K - $3.46K
|
400
$3.76K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 33.33% |
$3.2K - $3.46K
|
800
$7.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-435- 2.02% |
$3.48K - $3.76K
|
21.1K
$198K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-443- 36.98% |
$3.55K - $3.83K
|
755
$7.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-495- 0.86% |
$3.96K - $4.28K
|
57K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 1.55% |
$4.01K - $4.32K
|
31.7K
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-510- 6.42% |
$4.09K - $4.41K
|
7.43K
$69.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-565- 1.08% |
$4.53K - $4.88K
|
51.8K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-569- 1.35% |
$4.56K - $4.92K
|
41.5K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-570- 4.42% |
$4.57K - $4.92K
|
12.3K
$116K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-590- 23.39% |
$4.73K - $5.1K
|
1.93K
$18.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 3.0% |
$4.81K - $5.18K
|
19.4K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-613- 4.34% |
$4.91K - $5.3K
|
13.5K
$127K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-615- 2.95% |
$4.93K - $5.31K
|
20.2K
$190K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-645- 4.0% |
$5.17K - $5.57K
|
15.5K
$145K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-649- 2.41% |
$5.2K - $5.61K
|
26.3K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-650- 27.48% |
$5.21K - $5.62K
|
1.72K
$16.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-715- 54.37% |
$5.73K - $6.18K
|
600
$5.63K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-739- 56.93% |
$5.92K - $6.38K
|
559
$5.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-808- 91.2% |
$6.47K - $6.98K
|
78
$732
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-821- 47.35% |
$6.58K - $7.09K
|
913
$8.57K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-864- 7.29% |
$6.92K - $7.46K
|
11K
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-925- 0.62% |
$7.41K - $7.99K
|
148K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-963- 10.31% |
$7.71K - $8.32K
|
8.38K
$78.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-972- 2.26% |
$7.79K - $8.4K
|
42.1K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 3.77% |
$8.17K - $8.81K
|
26K
$244K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.03K- 1.98% |
$8.27K - $8.93K
|
51.1K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.11K- 48.51% |
$8.88K - $9.57K
|
1.18K
$11K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.13K- 41.42% |
$9.01K - $9.72K
|
1.59K
$14.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.23K- 5.59% |
$9.83K - $10.6K
|
20.7K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.28K- 1.57% |
$10.2K - $11.1K
|
80.1K
$752K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 4.42% |
$10.3K - $11.1K
|
27.8K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.44K- 4.38% |
$11.6K - $12.5K
|
31.5K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.47K- 12.27% |
$11.7K - $12.7K
|
10.5K
$98.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.19% |
$12.1K - $13K
|
34.5K
$324K
|