Purchases and Sales Made in Q3 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.95K+ 10.14% |
$62.4K - $71.1K
|
86.3K
$811K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
7.93K+ 21.66% |
$62.2K - $70.9K
|
44.5K
$418K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.61K+ 35.77% |
$59.7K - $68K
|
28.9K
$271K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.54K+ 49.47% |
$59.2K - $67.4K
|
22.8K
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.45K+ 54.72% |
$58.5K - $66.6K
|
21.1K
$198K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.92K+ 22.99% |
$54.3K - $61.8K
|
37K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
6.5K+ 3.89% |
$51K - $58.1K
|
174K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.24K+ 37.35% |
$49K - $55.8K
|
22.9K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5.2K+ 19.57% |
$40.8K - $46.5K
|
31.8K
$298K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.1K+ 8.82% |
$40.1K - $45.6K
|
63K
$591K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.04K+ 53.37% |
$39.5K - $45K
|
14.5K
$136K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.04K+ 8.86% |
$39.5K - $45K
|
61.8K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.03K+ 40.36% |
$39.5K - $45K
|
17.5K
$164K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.46K+ 64.94% |
$35K - $39.8K
|
11.3K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 28.77% |
$34.7K - $39.5K
|
19.8K
$186K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.06K+ 29.15% |
$31.8K - $36.3K
|
18K
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4K+ 24.63% |
$31.4K - $35.7K
|
20.2K
$190K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.92K+ 67.25% |
$30.8K - $35.1K
|
9.75K
$91.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
3.9K+ 16.59% |
$30.6K - $34.8K
|
27.4K
$257K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.67K+ 23.13% |
$28.8K - $32.8K
|
19.5K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.61K+ 3.4% |
$28.3K - $32.2K
|
110K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.5K+ 13.82% |
$27.5K - $31.3K
|
28.8K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.36K+ 6.77% |
$26.4K - $30K
|
53K
$498K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.23K+ 9.77% |
$25.4K - $28.9K
|
36.3K
$341K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.23K+ 27.91% |
$25.4K - $28.9K
|
14.8K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
3.22K+ 32.03% |
$25.3K - $28.8K
|
13.3K
$125K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.12K+ 3.04% |
$24.5K - $27.9K
|
105K
$991K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3K+ 21.43% |
$23.6K - $26.8K
|
17K
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.95K+ 5.39% |
$23.2K - $26.4K
|
57.7K
$542K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.69K+ 93.69% |
$21.1K - $24K
|
5.56K
$52.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 17.14% |
$19.5K - $22.2K
|
16.9K
$159K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.31K+ 353.29% |
$18.1K - $20.6K
|
2.96K
$27.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.2K+ 18.24% |
$17.3K - $19.7K
|
14.3K
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.07K+ 0.75% |
$16.3K - $18.5K
|
278K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03K+ 13.81% |
$15.9K - $18.2K
|
16.7K
$157K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2K+ 6.27% |
$15.7K - $17.9K
|
33.9K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.96K+ 16.22% |
$15.4K - $17.5K
|
14.1K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.94K+ 8.26% |
$15.2K - $17.3K
|
25.4K
$239K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.93K+ 6.45% |
$15.2K - $17.3K
|
31.9K
$299K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
1.8K+ 16.24% |
$14.2K - $16.1K
|
12.9K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.71K+ 10.96% |
$13.4K - $15.3K
|
17.3K
$163K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.64K+ 5.2% |
$12.9K - $14.6K
|
33.1K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.59K+ 11.84% |
$12.4K - $14.2K
|
15K
$141K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.56K+ 6.04% |
$12.3K - $14K
|
27.4K
$258K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.51K+ 3.86% |
$11.8K - $13.5K
|
40.6K
$381K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41K+ 10.48% |
$11.1K - $12.6K
|
14.8K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.28K+ 4.58% |
$10K - $11.4K
|
29.2K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.17K+ 10.22% |
$9.18K - $10.5K
|
12.6K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 8.09% |
$9.16K - $10.4K
|
15.6K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.17K+ 7.52% |
$9.15K - $10.4K
|
16.7K
$157K
|