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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
12K+ 78.83% |
$111K - $129K
|
27.3K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12K+ 9.77% |
$111K - $129K
|
135K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
12KNew |
$110K - $128K
|
12K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 3.39% |
$110K - $127K
|
363K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.8K+ 17.63% |
$109K - $126K
|
78.6K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
11.8KNew |
$109K - $126K
|
11.8K
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.8KNew |
$108K - $126K
|
11.8K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 114.64% |
$107K - $124K
|
21.6K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4K+ 50.44% |
$105K - $122K
|
33.9K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.3K+ 28.12% |
$105K - $121K
|
51.7K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10.9KNew |
$100K - $116K
|
10.9K
$110K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.7KNew |
$98.7K - $115K
|
10.7K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
10.5K+ 52.19% |
$97.2K - $113K
|
30.7K
$310K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.5K+ 21.51% |
$96.6K - $112K
|
59.1K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$95.8K - $111K
|
10.4K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.3K+ 0.57% |
$94.7K - $110K
|
1.8M
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
10KNew |
$92.5K - $107K
|
10K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10K+ 24.51% |
$92.5K - $107K
|
50.9K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.62K+ 18.17% |
$88.8K - $103K
|
62.5K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
9.26K+ 195.81% |
$85.5K - $99.2K
|
14K
$141K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
8.72K+ 23.13% |
$80.5K - $93.4K
|
46.4K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.41K+ 11.06% |
$77.6K - $90.1K
|
84.5K
$851K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.36K+ 29.95% |
$77.2K - $89.5K
|
36.3K
$366K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.08K+ 13.62% |
$74.6K - $86.5K
|
67.4K
$679K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7.8K+ 22.93% |
$71.9K - $83.5K
|
41.8K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.7K+ 19.17% |
$71.1K - $82.5K
|
47.9K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.63K+ 5.13% |
$70.5K - $81.7K
|
156K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.63K+ 1.32% |
$70.4K - $81.7K
|
584K
$5.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.19K+ 6.23% |
$66.4K - $77K
|
123K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.39K+ 12.83% |
$59K - $68.4K
|
56.2K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
6.31K+ 7.42% |
$58.3K - $67.6K
|
91.3K
$920K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.22K+ 41.31% |
$57.4K - $66.6K
|
21.3K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.81K+ 43.92% |
$53.6K - $62.2K
|
19K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.57K+ 13.26% |
$51.4K - $59.6K
|
47.5K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.3K+ 13.85% |
$48.9K - $56.8K
|
43.6K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.88K+ 17.97% |
$45.1K - $52.3K
|
32.1K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.71K+ 13.59% |
$43.5K - $50.5K
|
39.4K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.15K+ 27.81% |
$38.3K - $44.4K
|
19.1K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.14KNew |
$38.2K - $44.3K
|
4.14K
$41.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.13K+ 18.09% |
$38.1K - $44.2K
|
27K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.08K+ 16.87% |
$37.6K - $43.7K
|
28.3K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.07K+ 19.74% |
$37.6K - $43.6K
|
24.7K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.98K+ 14.73% |
$36.8K - $42.7K
|
31K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 67.36% |
$36.7K - $42.6K
|
9.88K
$99.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.91K+ 13.16% |
$36.1K - $41.8K
|
33.6K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.81K+ 168.08% |
$35.2K - $40.8K
|
6.08K
$61.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.65K+ 18.98% |
$33.7K - $39.1K
|
22.9K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.64KNew |
$33.6K - $39K
|
3.64K
$36.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.64K+ 22.17% |
$33.6K - $39K
|
20K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.6K+ 177.41% |
$33.2K - $38.5K
|
5.62K
$56.7K
|