Purchases and Sales Made in Q4 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
513+ 5.26% |
$3.99K - $4.42K
|
10.3K
$96.4K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
508+ 0.39% |
$3.95K - $4.38K
|
129K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
500New |
$3.89K - $4.31K
|
500
$4.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
486New |
$3.78K - $4.19K
|
486
$4.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
486+ 2.06% |
$3.78K - $4.19K
|
24.1K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
483+ 15.13% |
$3.76K - $4.16K
|
3.68K
$34.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
440New |
$3.42K - $3.79K
|
440
$4.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
417+ 3.02% |
$3.24K - $3.59K
|
14.2K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
415New |
$3.23K - $3.58K
|
415
$3.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$3.11K - $3.45K
|
400
$3.76K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
400New |
$3.11K - $3.45K
|
400
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
336+ 1.11% |
$2.61K - $2.9K
|
30.7K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
330+ 33.57% |
$2.57K - $2.84K
|
1.31K
$12.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
318+ 1.49% |
$2.47K - $2.74K
|
21.6K
$203K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
300New |
$2.33K - $2.59K
|
300
$2.82K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
284+ 40.57% |
$2.21K - $2.45K
|
984
$9.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
273+ 65.16% |
$2.12K - $2.35K
|
692
$6.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
266+ 29.07% |
$2.07K - $2.29K
|
1.18K
$11.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
253New |
$1.97K - $2.18K
|
253
$2.38K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
241New |
$1.87K - $2.08K
|
241
$2.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
228New |
$1.77K - $1.97K
|
228
$2.14K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
221+ 1.4% |
$1.72K - $1.91K
|
16K
$150K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
216+ 7.23% |
$1.68K - $1.86K
|
3.2K
$30.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
211+ 3.38% |
$1.64K - $1.82K
|
6.45K
$60.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
209+ 11.3% |
$1.63K - $1.8K
|
2.06K
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200New |
$1.56K - $1.72K
|
200
$1.88K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200New |
$1.56K - $1.72K
|
200
$1.88K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
182+ 1.07% |
$1.42K - $1.57K
|
17.1K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
180+ 0.61% |
$1.4K - $1.55K
|
29.9K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
153+ 1.01% |
$1.19K - $1.32K
|
15.3K
$143K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
150New |
$1.17K - $1.29K
|
150
$1.41K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
150+ 50.0% |
$1.17K - $1.29K
|
450
$4.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
147+ 1.18% |
$1.14K - $1.27K
|
12.6K
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
140+ 2.99% |
$1.09K - $1.21K
|
4.82K
$45.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
123New |
$957 - $1.06K
|
123
$1.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121New |
$941 - $1.04K
|
121
$1.14K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
119+ 1.01% |
$926 - $1.03K
|
11.9K
$112K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
114New |
$887 - $983
|
114
$1.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
101+ 1.0% |
$786 - $871
|
10.2K
$96.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100+ 54.05% |
$778 - $862
|
285
$2.68K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$778 - $862
|
100
$939
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$778 - $862
|
100
$939
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$778 - $862
|
100
$939
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98+ 0.53% |
$762 - $845
|
18.6K
$175K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
94+ 0.23% |
$731 - $810
|
40.2K
$378K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
94+ 0.23% |
$731 - $810
|
40.2K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
77New |
$599 - $664
|
77
$723
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
64New |
$498 - $552
|
64
$601
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
58New |
$451 - $500
|
58
$545
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 5.12% |
$412 - $457
|
1.09K
$10.2K
|