Purchases and Sales Made in Q3 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$8.64K - $11.1K
|
1.04K
$9.76K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.02K+ 8.0% |
$8.49K - $10.9K
|
13.8K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.02K+ 6.75% |
$8.46K - $10.9K
|
16.1K
$151K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.01KNew |
$8.38K - $10.8K
|
1.01K
$9.46K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
977+ 6.47% |
$8.13K - $10.5K
|
16.1K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
969+ 4.87% |
$8.06K - $10.4K
|
20.9K
$196K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
939+ 14.03% |
$7.81K - $10K
|
7.63K
$71.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
932+ 79.25% |
$7.75K - $9.97K
|
2.11K
$19.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
887+ 142.38% |
$7.38K - $9.49K
|
1.51K
$14.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
867+ 11.7% |
$7.21K - $9.28K
|
8.28K
$77.7K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
867+ 2.45% |
$7.21K - $9.28K
|
36.2K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
750+ 3.87% |
$6.24K - $8.02K
|
20.2K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
743+ 3.58% |
$6.18K - $7.95K
|
21.5K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
699+ 1.51% |
$5.82K - $7.48K
|
46.9K
$441K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
596+ 8.63% |
$4.96K - $6.38K
|
7.5K
$70.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
586+ 104.83% |
$4.88K - $6.27K
|
1.15K
$10.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
585New |
$4.87K - $6.26K
|
585
$5.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
555+ 11.39% |
$4.62K - $5.94K
|
5.43K
$51K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
523New |
$4.35K - $5.6K
|
523
$4.91K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500New |
$4.16K - $5.35K
|
500
$4.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
500+ 109.89% |
$4.16K - $5.35K
|
955
$8.97K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
496+ 3.51% |
$4.13K - $5.31K
|
14.6K
$137K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
490+ 1.99% |
$4.08K - $5.24K
|
25.1K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
489+ 1577.42% |
$4.07K - $5.23K
|
520
$4.88K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
487+ 31.62% |
$4.05K - $5.21K
|
2.03K
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
476+ 1.15% |
$3.96K - $5.09K
|
42K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
463+ 19.99% |
$3.85K - $4.95K
|
2.78K
$26.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
441New |
$3.67K - $4.72K
|
441
$4.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
440New |
$3.66K - $4.71K
|
440
$4.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
384+ 2.58% |
$3.19K - $4.11K
|
15.2K
$143K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
370+ 1.83% |
$3.08K - $3.96K
|
20.6K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
362New |
$3.01K - $3.87K
|
362
$3.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
360+ 1.74% |
$3K - $3.85K
|
21.1K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
354New |
$2.95K - $3.79K
|
354
$3.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
300+ 1.42% |
$2.5K - $3.21K
|
21.4K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
300+ 33.98% |
$2.5K - $3.21K
|
1.18K
$11.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
300New |
$2.5K - $3.21K
|
300
$2.82K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300New |
$2.5K - $3.21K
|
300
$2.82K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
291New |
$2.42K - $3.11K
|
291
$2.73K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$2.23K - $2.87K
|
268
$2.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
256+ 2.33% |
$2.13K - $2.74K
|
11.2K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 500.0% |
$2.08K - $2.68K
|
300
$2.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
236+ 1.68% |
$1.96K - $2.53K
|
14.3K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
213+ 2.03% |
$1.77K - $2.28K
|
10.7K
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
204+ 0.97% |
$1.7K - $2.18K
|
21.3K
$200K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
204+ 1.79% |
$1.7K - $2.18K
|
11.6K
$109K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
200+ 0.24% |
$1.66K - $2.14K
|
85K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
194New |
$1.61K - $2.08K
|
194
$1.82K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
167+ 27.83% |
$1.39K - $1.79K
|
767
$7.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
165New |
$1.37K - $1.77K
|
165
$1.55K
|