Purchases and Sales Made in Q4 2022 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.7KNew |
$105K - $142K
|
17.7K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
17.5KNew |
$104K - $141K
|
17.5K
$169K
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
16.2KNew |
$96.6K - $131K
|
16.2K
$156K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1KNew |
$95.8K - $130K
|
16.1K
$155K
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
16KNew |
$95.2K - $129K
|
16K
$154K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
15.9KNew |
$94.9K - $128K
|
15.9K
$153K
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
15.9KNew |
$94.6K - $128K
|
15.9K
$153K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
15.5KNew |
$92.6K - $125K
|
15.5K
$150K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15K+ 17.54% |
$89.2K - $121K
|
100K
$967K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14.7KNew |
$87.5K - $118K
|
14.7K
$142K
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
14.1KNew |
$84K - $114K
|
14.1K
$136K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
14KNew |
$83.7K - $113K
|
14K
$135K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.3KNew |
$79.3K - $107K
|
13.3K
$128K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.1KNew |
$78.4K - $106K
|
13.1K
$127K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
12.9KNew |
$76.9K - $104K
|
12.9K
$124K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 37.44% |
$76.5K - $103K
|
47.1K
$454K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$75.6K - $102K
|
12.7K
$122K
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
12.7K+ 23.6% |
$75.4K - $102K
|
66.3K
$639K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.6KNew |
$75.1K - $102K
|
12.6K
$121K
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
12.2KNew |
$73K - $98.7K
|
12.2K
$118K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.1K+ 818.06% |
$72.4K - $97.8K
|
13.6K
$131K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12KNew |
$71.7K - $97K
|
12K
$116K
|
|
Jan 24, 2023
Q4 2022
|
Fractal Investments LLC
|
BUY
|
- |
11.8K+ 39.33% |
$70.3K - $95.1K
|
41.8K
$403K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.8K+ 52.38% |
$70.2K - $94.9K
|
34.3K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 67.66% |
$69.1K - $93.4K
|
28.7K
$277K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
11.5KNew |
$68.7K - $92.9K
|
11.5K
$111K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.3K+ 56.53% |
$67.4K - $91.1K
|
31.3K
$302K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.2K+ 59.33% |
$67K - $90.7K
|
30.2K
$291K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.1K+ 121.27% |
$66.2K - $89.5K
|
20.3K
$195K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.8KNew |
$64.1K - $86.7K
|
10.8K
$104K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
10.7KNew |
$63.6K - $86K
|
10.7K
$103K
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
10.6KNew |
$62.9K - $85.1K
|
10.6K
$102K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.5K+ 11.88% |
$62.8K - $85K
|
99.3K
$957K
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.3KNew |
$61.5K - $83.1K
|
10.3K
$99.4K
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
10.3KNew |
$61.1K - $82.7K
|
10.3K
$98.9K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.2K+ 21.88% |
$61K - $82.5K
|
57K
$550K
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.2KNew |
$60.8K - $82.2K
|
10.2K
$98.3K
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.1K+ 16.61% |
$60.3K - $81.6K
|
71K
$685K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10.1KNew |
$60K - $81.1K
|
10.1K
$97K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
10KNew |
$59.8K - $80.8K
|
10K
$96.7K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.99KNew |
$59.6K - $80.6K
|
9.99K
$96.3K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
9.96KNew |
$59.4K - $80.3K
|
9.96K
$96.1K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9.71KNew |
$57.8K - $78.2K
|
9.71K
$93.6K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.7K+ 19.58% |
$57.8K - $78.2K
|
59.3K
$571K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.64K+ 0.56% |
$57.4K - $77.7K
|
1.72M
$16.6M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.57KNew |
$57K - $77.2K
|
9.57K
$92.3K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9.41K+ 3190.17% |
$56.1K - $75.9K
|
9.71K
$93.6K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.4K+ 11.71% |
$56K - $75.8K
|
89.7K
$865K
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9.36K+ 4.19% |
$55.8K - $75.4K
|
233K
$2.25M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.08K+ 84.32% |
$54.1K - $73.1K
|
19.8K
$191K
|