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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57K- 7.7% |
$14.5K - $16.8K
|
18.8K
$190K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.63K- 10.2% |
$15K - $17.5K
|
14.3K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.78K- 1.31% |
$16.5K - $19.1K
|
135K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.99K- 14.33% |
$18.4K - $21.3K
|
11.9K
$120K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.18K- 5.29% |
$20.1K - $23.4K
|
39K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 3.02% |
$20.3K - $23.6K
|
70.6K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.21K- 24.09% |
$20.4K - $23.7K
|
6.98K
$70.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.24K- 17.31% |
$20.6K - $23.9K
|
10.7K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.61K- 3.85% |
$24K - $27.9K
|
65K
$655K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.72K- 3.72% |
$25.1K - $29.1K
|
70.4K
$709K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.8K- 78.32% |
$25.8K - $30K
|
775
$7.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.95K- 11.75% |
$27.3K - $31.6K
|
22.2K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-3.13K- 3.23% |
$28.9K - $33.5K
|
93.8K
$945K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 34.04% |
$29.6K - $34.4K
|
6.22K
$62.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.33K- 0.51% |
$30.7K - $35.7K
|
645K
$6.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.66K- 13.55% |
$33.7K - $39.2K
|
23.3K
$235K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-3.72K- 17.19% |
$34.3K - $39.8K
|
17.9K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.86K- 1.83% |
$35.6K - $41.3K
|
207K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4.02K- 5.57% |
$37.1K - $43.1K
|
68.2K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.21K- 1.45% |
$38.8K - $45.1K
|
286K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.26K- 8.05% |
$39.3K - $45.6K
|
48.7K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-4.3K- 5.38% |
$39.7K - $46.1K
|
75.6K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.34K- 12.08% |
$40.1K - $46.5K
|
31.6K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.4K- 25.05% |
$40.6K - $47.1K
|
13.2K
$133K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.5K- 21.75% |
$41.5K - $48.2K
|
16.2K
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.61K- 23.22% |
$42.5K - $49.4K
|
15.2K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.63K- 2.51% |
$42.7K - $49.6K
|
180K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 6.45% |
$42.7K - $49.6K
|
67.1K
$677K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.85K- 21.66% |
$44.8K - $51.9K
|
17.5K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.9K- 30.38% |
$45.2K - $52.5K
|
11.2K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.01K- 33.0% |
$46.2K - $53.6K
|
10.2K
$102K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5.15K- 33.15% |
$47.6K - $55.2K
|
10.4K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.38K- 8.56% |
$49.6K - $57.6K
|
57.4K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.41K- 1.79% |
$49.9K - $57.9K
|
297K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.43K- 2.21% |
$50.1K - $58.2K
|
240K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-5.62K- 32.02% |
$51.9K - $60.2K
|
11.9K
$120K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.08K- 44.56% |
$56.2K - $65.2K
|
7.57K
$76.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-6.32K- 2.73% |
$58.4K - $67.7K
|
225K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.5K- 14.16% |
$60K - $69.6K
|
39.4K
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.54K- 19.35% |
$60.4K - $70.1K
|
27.3K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.63K- 30.14% |
$61.2K - $71K
|
15.4K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.8K- 12.23% |
$62.7K - $72.8K
|
48.8K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.38K- 25.36% |
$68.1K - $79K
|
21.7K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.4K- 3.32% |
$68.3K - $79.2K
|
216K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-7.64K- 8.56% |
$70.6K - $81.9K
|
81.6K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.68K- 12.71% |
$70.9K - $82.3K
|
52.8K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-7.72K- 5.26% |
$71.3K - $82.7K
|
139K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.92K- 34.88% |
$73.1K - $84.9K
|
14.8K
$149K
|
|
|
Feb 12, 2025
Q4 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-8.08K- 8.63% |
$74.5K - $86.5K
|
85.5K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.2K- 2.16% |
$75.7K - $87.8K
|
372K
$3.75M
|