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 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
328+ 2.54% |
$1.95K - $2.64K
|
13.2K
$124K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
320+ 37.34% |
$1.91K - $2.58K
|
1.18K
$11.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
316New |
$1.88K - $2.55K
|
316
$2.97K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
300New |
$1.79K - $2.42K
|
300
$2.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
300+ 17.43% |
$1.79K - $2.42K
|
2.02K
$19K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
300New |
$1.79K - $2.42K
|
300
$2.82K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
290+ 2.46% |
$1.73K - $2.34K
|
12.1K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
275New |
$1.64K - $2.22K
|
275
$2.58K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
260New |
$1.55K - $2.1K
|
260
$2.44K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
255+ 2.51% |
$1.52K - $2.06K
|
10.4K
$97.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
250+ 7.42% |
$1.49K - $2.02K
|
3.62K
$34K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
248New |
$1.48K - $2K
|
248
$2.33K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
225+ 88.93% |
$1.34K - $1.81K
|
478
$4.49K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
218+ 1.98% |
$1.3K - $1.76K
|
11.2K
$105K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
204+ 104.62% |
$1.22K - $1.64K
|
399
$3.75K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
200New |
$1.19K - $1.61K
|
200
$1.88K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
197+ 1.58% |
$1.17K - $1.59K
|
12.6K
$119K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
175New |
$1.04K - $1.41K
|
175
$1.64K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
163New |
$971 - $1.31K
|
163
$1.53K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
158New |
$942 - $1.27K
|
158
$1.48K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
150New |
$894 - $1.21K
|
150
$1.41K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
150New |
$894 - $1.21K
|
150
$1.41K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
136+ 12.78% |
$811 - $1.1K
|
1.2K
$11.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
134+ 29.84% |
$799 - $1.08K
|
583
$5.47K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
127New |
$757 - $1.02K
|
127
$1.19K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
108New |
$644 - $870
|
108
$1.01K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
100New |
$596 - $806
|
100
$939
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
100New |
$596 - $806
|
100
$939
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$596 - $806
|
100
$939
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$596 - $806
|
100
$939
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
96New |
$572 - $774
|
96
$901
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
82+ 0.56% |
$489 - $661
|
14.7K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
80+ 93.02% |
$477 - $645
|
166
$1.56K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
74+ 26.33% |
$441 - $596
|
355
$3.33K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
68New |
$405 - $548
|
68
$639
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
68+ 12.59% |
$405 - $548
|
608
$5.71K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$358 - $484
|
60
$563
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
51New |
$304 - $411
|
51
$479
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
48New |
$286 - $387
|
48
$451
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
46+ 0.07% |
$274 - $371
|
67.9K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
40+ 8.46% |
$238 - $322
|
513
$4.82K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
30New |
$179 - $242
|
30
$282
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
25New |
$149 - $202
|
25
$235
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
20+ 14.93% |
$119 - $161
|
154
$1.45K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
12New |
$71.5 - $96.7
|
12
$113
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
1New |
$5.96 - $8.06
|
1
$9.39
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 0.43% |
$41.7 - $56.4
|
1.62K
$15.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-17- 22.37% |
$101 - $137
|
59
$554
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 73.33% |
$131 - $177
|
8
$75.1
|