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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
204+ 1.79% |
$1.7K - $2.18K
|
11.6K
$112K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
200+ 0.24% |
$1.66K - $2.14K
|
85K
$819K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
194New |
$1.61K - $2.08K
|
194
$1.87K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
169New |
$1.41K - $1.81K
|
169
$1.63K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
167+ 27.83% |
$1.39K - $1.79K
|
767
$7.39K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
165New |
$1.37K - $1.77K
|
165
$1.59K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
161+ 61.69% |
$1.34K - $1.72K
|
422
$4.07K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
151New |
$1.26K - $1.62K
|
151
$1.46K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
144+ 0.2% |
$1.2K - $1.54K
|
72.3K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
128+ 3.44% |
$1.06K - $1.37K
|
3.85K
$37.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
111+ 326.47% |
$924 - $1.19K
|
145
$1.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107+ 3.03% |
$890 - $1.14K
|
3.63K
$35K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
100+ 0.63% |
$832 - $1.07K
|
15.9K
$153K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
100+ 0.47% |
$832 - $1.07K
|
21.3K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$832 - $1.07K
|
100
$964
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
99+ 0.62% |
$824 - $1.06K
|
16.1K
$156K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
91+ 0.67% |
$757 - $974
|
13.7K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 0.44% |
$732 - $942
|
20.2K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
83New |
$691 - $888
|
83
$800
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 55.33% |
$691 - $888
|
233
$2.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
78New |
$649 - $835
|
78
$752
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
73+ 0.98% |
$607 - $781
|
7.5K
$72.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
70+ 0.54% |
$582 - $749
|
12.9K
$125K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
64+ 3.88% |
$532 - $685
|
1.71K
$16.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
63New |
$524 - $674
|
63
$607
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
57+ 114.0% |
$474 - $610
|
107
$1.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
53+ 6.18% |
$441 - $567
|
911
$8.78K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
51+ 100.0% |
$424 - $546
|
102
$983
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
42+ 0.08% |
$349 - $449
|
54.5K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
41+ 1.08% |
$341 - $439
|
3.85K
$37.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33+ 7.02% |
$275 - $353
|
503
$4.85K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
24+ 58.54% |
$200 - $257
|
65
$627
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
20+ 0.07% |
$166 - $214
|
29.2K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
17+ 0.65% |
$141 - $182
|
2.63K
$25.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.52% |
$41.6 - $53.5
|
972
$9.37K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.11% |
$33.3 - $42.8
|
3.49K
$33.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4+ 0.04% |
$33.3 - $42.8
|
10.1K
$97K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.41% |
$33.3 - $42.8
|
974
$9.39K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.02% |
$25 - $32.1
|
12.9K
$124K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.34% |
$25 - $32.1
|
882
$8.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3New |
$25 - $32.1
|
3
$28.9
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.29% |
$16.6 - $21.4
|
682
$6.57K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.32% |
$16.6 - $21.4
|
628
$6.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$8.32 - $10.7
|
1
$9.64
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$8.32 - $10.7
|
147
$1.42K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.3% |
$8.32 - $10.7
|
338
$3.26K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.11% |
$8.32 - $10.7
|
914
$8.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.41% |
$8.32 - $10.7
|
245
$2.36K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.1% |
$8.32 - $10.7
|
960
$9.25K
|