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 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.65K- 53.75% |
$27.7K - $37.5K
|
4K
$41.8K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.74K- 4.33% |
$28.2K - $38.2K
|
105K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.83K- 7.02% |
$28.8K - $39K
|
64.1K
$669K
|
|
May 12, 2023
Q4 2022
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-4.92K- 20.94% |
$29.3K - $39.6K
|
18.6K
$194K
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-5.09K- 3.62% |
$30.4K - $41.1K
|
135K
$1.42M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.45K- 5.71% |
$32.5K - $44K
|
90K
$940K
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5.8K- 5.44% |
$34.6K - $46.8K
|
101K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.48K- 51.97% |
$38.6K - $52.2K
|
5.99K
$62.6K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.51K- 9.58% |
$38.8K - $52.5K
|
61.4K
$642K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.69K- 15.97% |
$39.9K - $53.9K
|
35.2K
$368K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.95K- 23.44% |
$41.4K - $56K
|
22.7K
$237K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.16K- 21.9% |
$42.7K - $57.7K
|
25.5K
$267K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.35K- 9.4% |
$43.8K - $59.2K
|
70.8K
$740K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.66K- 39.14% |
$45.6K - $61.7K
|
11.9K
$124K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.7K- 83.85% |
$45.9K - $62.1K
|
1.48K
$15.5K
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-7.83K- 0.86% |
$46.7K - $63.1K
|
907K
$9.48M
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7.95K- 67.74% |
$47.4K - $64.1K
|
3.79K
$39.6K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-8.02K- 36.37% |
$47.8K - $64.6K
|
14K
$147K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.41K- 12.96% |
$50.1K - $67.7K
|
56.5K
$590K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-8.92K- 40.54% |
$53.1K - $71.9K
|
13.1K
$137K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.27K- 46.22% |
$55.2K - $74.7K
|
10.8K
$113K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-9.28K- 17.04% |
$55.3K - $74.8K
|
45.2K
$472K
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
SELL
|
- |
-9.64K- 35.08% |
$57.4K - $77.7K
|
17.8K
$186K
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-10.4K- 0.18% |
$62.2K - $84.1K
|
5.83M
$61M
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-11.2KClosed |
$66.5K - $89.9K
|
0
$0
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-11.6KClosed |
$68.9K - $93.1K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-12.2K- 3.93% |
$72.9K - $98.5K
|
299K
$3.12M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-13.5K- 99.08% |
$80.5K - $109K
|
125
$1.31K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13.5K- 49.53% |
$80.5K - $109K
|
13.8K
$144K
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-14.9K- 42.21% |
$88.8K - $120K
|
20.4K
$213K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 3.19% |
$94.1K - $127K
|
480K
$5.01M
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-15.8K- 56.97% |
$94.5K - $128K
|
12K
$125K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-16.1K- 8.17% |
$96.2K - $130K
|
181K
$1.9M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-16.4K- 56.44% |
$97.5K - $132K
|
12.6K
$132K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-16.7K- 37.86% |
$99.4K - $134K
|
27.4K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16.8K- 50.3% |
$100K - $135K
|
16.6K
$173K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.8K- 17.58% |
$106K - $144K
|
83.7K
$874K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.3K- 35.14% |
$115K - $156K
|
35.7K
$373K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-19.8K- 30.84% |
$118K - $160K
|
44.5K
$465K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.5K- 60.07% |
$122K - $165K
|
13.6K
$142K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-21.4K- 63.03% |
$128K - $173K
|
12.6K
$131K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-22.4K- 91.83% |
$133K - $180K
|
1.99K
$20.8K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24.4K- 19.74% |
$145K - $197K
|
99.2K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24.5K- 61.81% |
$146K - $197K
|
15.1K
$158K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29.6K- 45.45% |
$176K - $239K
|
35.5K
$371K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-29.7K- 66.33% |
$177K - $239K
|
15.1K
$157K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-31.8K- 33.78% |
$190K - $256K
|
62.4K
$652K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-38.7K- 71.91% |
$231K - $312K
|
15.1K
$158K
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-41.4K- 19.56% |
$247K - $333K
|
170K
$1.78M
|
|
Feb 09, 2023
Q4 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-41.9K- 23.3% |
$250K - $338K
|
138K
$1.44M
|