Purchases and Sales Made in Q4 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 2024. 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 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
162K+ 1.91% |
$1.49M - $1.73M
|
8.62M
$79.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
99.7K+ 13.27% |
$920K - $1.07M
|
851K
$7.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
67.3K+ 41.33% |
$621K - $721K
|
230K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
58.5KNew |
$540K - $627K
|
58.5K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
41.8K+ 41.55% |
$386K - $448K
|
142K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
33.2K+ 128.05% |
$307K - $356K
|
59.2K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26.7K+ 131.39% |
$247K - $286K
|
47.1K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.7K+ 3.88% |
$172K - $200K
|
499K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
16KNew |
$147K - $171K
|
16K
$147K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.7K+ 27.13% |
$127K - $147K
|
64.4K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.8KNew |
$108K - $126K
|
11.8K
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4K+ 50.44% |
$105K - $122K
|
33.9K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.7KNew |
$98.7K - $115K
|
10.7K
$98.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$95.8K - $111K
|
10.4K
$95.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.08K+ 13.62% |
$74.6K - $86.5K
|
67.4K
$623K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
6.31K+ 7.42% |
$58.3K - $67.6K
|
91.3K
$844K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.22K+ 41.31% |
$57.4K - $66.6K
|
21.3K
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.13K+ 18.09% |
$38.1K - $44.2K
|
27K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.07K+ 19.74% |
$37.6K - $43.6K
|
24.7K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.81K+ 168.08% |
$35.2K - $40.8K
|
6.08K
$56.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.35K+ 2029.09% |
$30.9K - $35.9K
|
3.51K
$32.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.34K+ 11.38% |
$30.9K - $35.8K
|
32.7K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26K+ 14.1% |
$20.9K - $24.2K
|
18.3K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 142.39% |
$12.8K - $14.8K
|
2.36K
$21.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
589New |
$5.44K - $6.31K
|
589
$5.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
433+ 16.81% |
$4K - $4.64K
|
3.01K
$27.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
269+ 0.33% |
$2.48K - $2.88K
|
80.8K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
266+ 1.77% |
$2.46K - $2.85K
|
15.3K
$141K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
250+ 0.41% |
$2.31K - $2.68K
|
61.3K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
208New |
$1.92K - $2.23K
|
208
$1.92K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
120+ 7.78% |
$1.11K - $1.29K
|
1.66K
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
116+ 38.67% |
$1.07K - $1.24K
|
416
$3.84K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
111+ 0.85% |
$1.02K - $1.19K
|
13.2K
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
105New |
$969 - $1.12K
|
105
$970
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
102+ 0.35% |
$941 - $1.09K
|
29.3K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 9.31% |
$462 - $536
|
587
$5.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
47+ 4.48% |
$434 - $503
|
1.1K
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.1% |
$9.23 - $10.7
|
956
$8.83K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 16.48% |
$138 - $161
|
76
$702
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-24- 36.92% |
$222 - $257
|
41
$379
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-26- 0.03% |
$240 - $278
|
75.8K
$701K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-51- 0.02% |
$471 - $546
|
323K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-217- 8.26% |
$2K - $2.32K
|
2.41K
$22.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-261- 0.56% |
$2.41K - $2.8K
|
46.7K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-263- 3.99% |
$2.43K - $2.82K
|
6.32K
$58.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-438- 3.71% |
$4.04K - $4.69K
|
11.4K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-452- 3.36% |
$4.17K - $4.84K
|
13K
$120K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-489- 94.04% |
$4.51K - $5.24K
|
31
$286
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-500- 95.24% |
$4.62K - $5.36K
|
25
$231
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-674- 4.09% |
$6.22K - $7.22K
|
15.8K
$146K
|