Purchases and Sales Made in Q4 2023 in Halliburton CO (HAL)
This table provides information about the institutional ownership of Halliburton CO (HAL) during Q4 2023. The information is specifically focused on institutions that hold shares of HALLIBURTON CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
200New |
$6.88K - $8.65K
|
200
$5K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
197New |
$6.78K - $8.52K
|
197
$4.93K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
197+ 1.71% |
$6.78K - $8.52K
|
11.7K
$292K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
186+ 47.81% |
$6.4K - $8.05K
|
575
$14.4K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
185+ 2.13% |
$6.37K - $8K
|
8.87K
$222K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
182New |
$6.26K - $7.87K
|
182
$4.55K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
181+ 2.22% |
$6.23K - $7.83K
|
8.35K
$209K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
163+ 1.37% |
$5.61K - $7.05K
|
12.1K
$302K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
162New |
$5.58K - $7.01K
|
162
$4.05K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
158+ 1.23% |
$5.44K - $6.84K
|
13K
$324K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
157+ 1.21% |
$5.4K - $6.79K
|
13.2K
$330K
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
157+ 0.22% |
$5.4K - $6.79K
|
72.3K
$1.81M
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 150.0% |
$5.16K - $6.49K
|
250
$6.25K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
146New |
$5.03K - $6.32K
|
146
$3.65K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
145+ 0.38% |
$4.99K - $6.27K
|
38.8K
$970K
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
143+ 1.7% |
$4.92K - $6.19K
|
8.57K
$214K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
143+ 9.75% |
$4.92K - $6.19K
|
1.61K
$40.2K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
141+ 0.76% |
$4.85K - $6.1K
|
18.7K
$468K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
137New |
$4.72K - $5.93K
|
137
$3.43K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
135+ 1.92% |
$4.65K - $5.84K
|
7.15K
$179K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
133+ 12.63% |
$4.58K - $5.75K
|
1.19K
$29.7K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
130New |
$4.47K - $5.62K
|
130
$3.25K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
125+ 0.43% |
$4.3K - $5.41K
|
29.4K
$736K
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
120+ 2.06% |
$4.13K - $5.19K
|
5.93K
$148K
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
120+ 0.75% |
$4.13K - $5.19K
|
16.2K
$404K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
119+ 1.47% |
$4.1K - $5.15K
|
8.22K
$206K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
117New |
$4.03K - $5.06K
|
117
$2.93K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
116+ 0.48% |
$3.99K - $5.02K
|
24.4K
$611K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
110New |
$3.79K - $4.76K
|
110
$2.75K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
110+ 1.63% |
$3.79K - $4.76K
|
6.88K
$172K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
106+ 1.0% |
$3.65K - $4.59K
|
10.7K
$267K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
103+ 2.79% |
$3.55K - $4.46K
|
3.79K
$94.9K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
101+ 96.19% |
$3.48K - $4.37K
|
206
$5.15K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100New |
$3.44K - $4.33K
|
100
$2.5K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 0.58% |
$3.44K - $4.33K
|
17.2K
$430K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
100+ 6.45% |
$3.44K - $4.33K
|
1.65K
$41.3K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
100+ 1.06% |
$3.44K - $4.33K
|
9.49K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 6.45% |
$3.44K - $4.33K
|
1.65K
$41.3K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98+ 0.67% |
$3.37K - $4.24K
|
14.8K
$369K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
98+ 6.13% |
$3.37K - $4.24K
|
1.7K
$42.5K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
97+ 3.11% |
$3.34K - $4.2K
|
3.22K
$80.4K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$3.34K - $4.2K
|
97
$2.43K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
92New |
$3.17K - $3.98K
|
92
$2.3K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
90+ 0.86% |
$3.1K - $3.89K
|
10.5K
$263K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
89New |
$3.06K - $3.85K
|
89
$2.23K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
87+ 1.52% |
$2.99K - $3.76K
|
5.8K
$145K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 4.98% |
$2.93K - $3.68K
|
1.79K
$44.8K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
84+ 10.43% |
$2.89K - $3.63K
|
889
$22.2K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
74+ 0.77% |
$2.55K - $3.2K
|
9.64K
$241K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
71New |
$2.44K - $3.07K
|
71
$1.78K
|