Purchases and Sales Made in Q2 2025 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q2 2025. 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 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.45% |
$250 - $308
|
6.08K
$58.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
20+ 0.12% |
$185 - $228
|
17.2K
$166K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.26% |
$83.4 - $103
|
3.5K
$33.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 0.05% |
$64.9 - $79.9
|
12.9K
$124K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5+ 1.12% |
$46.3 - $57.1
|
450
$4.34K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.59% |
$18.5 - $22.8
|
340
$3.28K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 50.0% |
$241 - $297
|
26
$251
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-53- 4.99% |
$491 - $605
|
1.01K
$9.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-63- 0.61% |
$584 - $719
|
10.3K
$99.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-109- 0.98% |
$1.01K - $1.24K
|
11K
$106K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-129- 0.59% |
$1.2K - $1.47K
|
21.9K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-321- 9.97% |
$2.98K - $3.66K
|
2.9K
$28K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-402- 2.67% |
$3.73K - $4.59K
|
14.7K
$141K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-428- 94.27% |
$3.97K - $4.88K
|
26
$251
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-525- 2.08% |
$4.87K - $5.99K
|
24.7K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-528- 0.98% |
$4.89K - $6.02K
|
53.3K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-531- 55.31% |
$4.92K - $6.06K
|
429
$4.14K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-588- 99.83% |
$5.45K - $6.71K
|
1
$9.64
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-612- 20.24% |
$5.67K - $6.98K
|
2.41K
$23.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-767- 55.02% |
$7.11K - $8.75K
|
627
$6.04K
|
|
|
Jul 22, 2025
Q2 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-850- 0.91% |
$7.88K - $9.7K
|
92.2K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.65K- 2.45% |
$15.3K - $18.9K
|
65.9K
$636K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.15K- 7.48% |
$19.9K - $24.5K
|
26.6K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-2.71K- 14.94% |
$25.1K - $30.9K
|
15.4K
$149K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-3.6K- 21.84% |
$33.4K - $41.1K
|
12.9K
$124K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-3.77K- 22.48% |
$35K - $43.1K
|
13K
$125K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 29.39% |
$35K - $43.1K
|
9.08K
$87.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.78K- 1.23% |
$35K - $43.1K
|
303K
$2.92M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.8K- 7.14% |
$35.2K - $43.4K
|
49.4K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.35K- 20.65% |
$40.3K - $49.6K
|
16.7K
$161K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.2K- 5.75% |
$48.2K - $59.3K
|
85.2K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.53K- 19.75% |
$60.5K - $74.5K
|
26.5K
$256K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.28K- 44.69% |
$76.7K - $94.5K
|
10.2K
$98.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-13.3K- 1.23% |
$123K - $152K
|
1.07M
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-21.4K- 4.14% |
$199K - $245K
|
496K
$4.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-30.4K- 42.7% |
$282K - $347K
|
40.8K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-62.9K- 60.38% |
$583K - $718K
|
41.3K
$398K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-245K- 93.18% |
$2.27M - $2.79M
|
17.9K
$173K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-431K- 5.01% |
$4M - $4.92M
|
8.18M
$78.8M
|