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 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.58K+ 43.22% |
$51.1K - $69.2K
|
28.4K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.76K+ 51.02% |
$46.2K - $62.5K
|
23K
$216K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.58K+ 11.76% |
$45.1K - $61.1K
|
72K
$676K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.08K+ 23.42% |
$42.2K - $57.1K
|
37.3K
$350K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.94KNew |
$41.4K - $55.9K
|
6.94K
$65.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.89KNew |
$41.1K - $55.5K
|
6.89K
$64.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.83KNew |
$40.7K - $55.1K
|
6.83K
$64.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.67KNew |
$39.8K - $53.8K
|
6.67K
$62.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
6.66K+ 38.43% |
$39.7K - $53.7K
|
24K
$225K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.64K+ 132.74% |
$39.6K - $53.5K
|
11.6K
$109K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5.91K+ 42.31% |
$35.2K - $47.6K
|
19.9K
$187K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
5.86KNew |
$34.9K - $47.2K
|
5.86K
$55K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.74K+ 33.04% |
$34.2K - $46.2K
|
23.1K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.69K+ 6.27% |
$33.9K - $45.8K
|
96.4K
$905K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.66KNew |
$33.7K - $45.6K
|
5.66K
$53.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.36K+ 25.75% |
$31.9K - $43.2K
|
26.2K
$246K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
4.8KNew |
$28.6K - $38.7K
|
4.8K
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$28.1K - $38K
|
4.72K
$44.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.65K+ 29.93% |
$27.7K - $37.5K
|
20.2K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.46K+ 92.06% |
$26.6K - $35.9K
|
9.29K
$87.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.3K+ 14.86% |
$25.6K - $34.6K
|
33.2K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.22K+ 30.66% |
$25.2K - $34K
|
18K
$169K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
4.13K+ 1052.55% |
$24.6K - $33.3K
|
4.52K
$42.4K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
3.96KNew |
$23.6K - $31.9K
|
3.96K
$37.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.95K+ 30.45% |
$23.5K - $31.8K
|
16.9K
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 39.1% |
$22.7K - $30.6K
|
13.5K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.67KNew |
$21.8K - $29.5K
|
3.67K
$34.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.32K+ 12.93% |
$19.8K - $26.7K
|
29K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 1.3% |
$19.3K - $26.1K
|
251K
$2.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.23KNew |
$19.3K - $26K
|
3.23K
$30.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 0.31% |
$18.4K - $24.9K
|
1.02M
$9.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.88K+ 76.06% |
$17.2K - $23.2K
|
6.67K
$62.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.73K+ 27.12% |
$16.3K - $22K
|
12.8K
$120K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.71K+ 901.0% |
$16.2K - $21.9K
|
3.01K
$28.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.71KNew |
$16.1K - $21.8K
|
2.71K
$25.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.6KNew |
$15.5K - $21K
|
2.6K
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.26K+ 14.32% |
$13.5K - $18.2K
|
18K
$169K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.23KNew |
$13.3K - $18K
|
2.23K
$20.9K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.19K+ 24.74% |
$13.1K - $17.7K
|
11K
$104K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.19KNew |
$13K - $17.6K
|
2.19K
$20.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.15KNew |
$12.8K - $17.3K
|
2.15K
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.14K+ 25.34% |
$12.8K - $17.3K
|
10.6K
$99.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.05K+ 11.52% |
$12.2K - $16.5K
|
19.8K
$186K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2K+ 198.31% |
$11.9K - $16.1K
|
3.01K
$28.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.91K+ 1.77% |
$11.4K - $15.4K
|
109K
$1.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.77KNew |
$10.5K - $14.3K
|
1.77K
$16.6K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.67K+ 0.91% |
$9.94K - $13.4K
|
186K
$1.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$9.61K - $13K
|
1.61K
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.6K+ 3.71% |
$9.56K - $12.9K
|
44.8K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 7.09% |
$9.25K - $12.5K
|
23.5K
$220K
|