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 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 73.33% |
$131 - $177
|
8
$83.6
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 0.28% |
$215 - $290
|
12.9K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40- 1.38% |
$238 - $322
|
2.87K
$30K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-50- 4.4% |
$298 - $403
|
1.09K
$11.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-62- 8.52% |
$370 - $500
|
666
$6.96K
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
SELL
|
- |
-67- 0.17% |
$399 - $540
|
39.3K
$411K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 3.66% |
$447 - $605
|
1.98K
$20.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-86- 51.81% |
$513 - $693
|
80
$836
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-96- 12.45% |
$572 - $774
|
675
$7.05K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-100- 0.75% |
$596 - $806
|
13.2K
$138K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 18.52% |
$596 - $806
|
440
$4.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-100- 0.36% |
$596 - $806
|
27.7K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-104- 0.63% |
$620 - $838
|
16.3K
$171K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-124- 0.19% |
$739 - $999
|
64.3K
$672K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-125- 0.79% |
$745 - $1.01K
|
15.8K
$165K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-125- 12.63% |
$745 - $1.01K
|
865
$9.04K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-131- 1.07% |
$781 - $1.06K
|
12.1K
$126K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-141- 1.45% |
$840 - $1.14K
|
9.56K
$99.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-161- 54.21% |
$960 - $1.3K
|
136
$1.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-166- 28.92% |
$989 - $1.34K
|
408
$4.26K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-174- 1.36% |
$1.04K - $1.4K
|
12.6K
$132K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-201- 62.23% |
$1.2K - $1.62K
|
122
$1.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-253- 9.25% |
$1.51K - $2.04K
|
2.48K
$25.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-274- 1.7% |
$1.63K - $2.21K
|
15.8K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-290- 18.33% |
$1.73K - $2.34K
|
1.29K
$13.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-291- 61.01% |
$1.73K - $2.35K
|
186
$1.94K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 15.39% |
$1.79K - $2.42K
|
1.65K
$17.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 15.39% |
$1.79K - $2.42K
|
1.65K
$17.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-330- 0.36% |
$1.97K - $2.66K
|
91K
$951K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-335- 0.75% |
$2K - $2.7K
|
44.4K
$464K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-347- 2.06% |
$2.07K - $2.8K
|
16.5K
$172K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-373- 65.1% |
$2.22K - $3.01K
|
200
$2.09K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-379- 2.23% |
$2.26K - $3.05K
|
16.6K
$173K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-394- 2.39% |
$2.35K - $3.18K
|
16.1K
$168K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-399- 3.7% |
$2.38K - $3.22K
|
10.4K
$109K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-403- 0.55% |
$2.4K - $3.25K
|
73.2K
$765K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-419- 7.68% |
$2.5K - $3.38K
|
5.04K
$52.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-435- 3.23% |
$2.59K - $3.51K
|
13K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-487- 3.47% |
$2.9K - $3.93K
|
13.5K
$141K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 0.95% |
$2.98K - $4.03K
|
51.9K
$542K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-500- 81.83% |
$2.98K - $4.03K
|
111
$1.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-527- 1.72% |
$3.14K - $4.25K
|
30.1K
$315K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-537- 3.55% |
$3.2K - $4.33K
|
14.6K
$153K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-557- 62.3% |
$3.32K - $4.49K
|
337
$3.52K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-625- 18.05% |
$3.73K - $5.04K
|
2.84K
$29.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-630- 0.89% |
$3.75K - $5.08K
|
69.8K
$730K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-650- 5.96% |
$3.87K - $5.24K
|
10.2K
$107K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-690- 87.34% |
$4.11K - $5.56K
|
100
$1.05K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-701- 3.62% |
$4.18K - $5.65K
|
18.7K
$195K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
SELL
|
- |
-712- 78.07% |
$4.24K - $5.74K
|
200
$2.09K
|