Latest Institutional Transactions on Haleon PLC (HLN)
This table provides information on the latest institutional transactions involving Haleon PLC (HLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-845- 2.34% |
$7.43K - $8.37K
|
35.3K
$339K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.7K+ 48.6% |
$235K - $265K
|
81.7K
$784K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
363+ 181.5% |
$3.19K - $3.59K
|
563
$5.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-751- 1.38% |
$6.6K - $7.43K
|
53.6K
$514K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$93.6K - $105K
|
10.7K
$102K
|
|
|
Jan 15, 2026
Q4 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.17K- 1.28% |
$10.2K - $11.5K
|
89.6K
$860K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.8K+ 49.8% |
$112K - $127K
|
38.5K
$369K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
308New |
$2.71K - $3.05K
|
308
$2.95K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700+ 233.33% |
$6.15K - $6.93K
|
1K
$9.59K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-82- 47.13% |
$721 - $812
|
92
$882
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
162K+ 17.4% |
$1.43M - $1.61M
|
1.1M
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
43K+ 375.78% |
$378K - $426K
|
54.4K
$522K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
600+ 26.85% |
$5.27K - $5.94K
|
2.84K
$27.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
360+ 9.5% |
$3.16K - $3.56K
|
4.15K
$39.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
44.3KNew |
$389K - $438K
|
44.3K
$425K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-148- 0.5% |
$1.3K - $1.47K
|
29.2K
$280K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
170New |
$1.49K - $1.68K
|
170
$1.63K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.84K- 11.78% |
$51.3K - $57.8K
|
43.7K
$419K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309+ 28.12% |
$2.72K - $3.06K
|
1.41K
$13.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2K+ 930.23% |
$17.6K - $19.8K
|
2.22K
$21.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17K+ 75.03% |
$149K - $168K
|
39.6K
$380K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.5% |
$114 - $129
|
2.56K
$24.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
192+ 0.29% |
$1.69K - $1.9K
|
67.2K
$645K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-242- 90.3% |
$2.13K - $2.4K
|
26
$249
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
25.5K+ 11.41% |
$224K - $253K
|
249K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-7.11K- 9.05% |
$62.5K - $70.4K
|
71.5K
$686K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-106- 45.89% |
$932 - $1.05K
|
125
$1.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
10.6K+ 47.46% |
$92.9K - $105K
|
32.9K
$315K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-307- 2.82% |
$2.7K - $3.04K
|
10.6K
$101K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
493K+ 1721.72% |
$4.33M - $4.88M
|
522K
$5M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-1.42K- 11.82% |
$12.5K - $14.1K
|
10.6K
$102K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.89K- 3.52% |
$34.2K - $38.6K
|
107K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.81K+ 23.24% |
$42.3K - $47.6K
|
25.5K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
87+ 13.96% |
$765 - $861
|
710
$6.81K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.21K+ 4.41% |
$28.2K - $31.7K
|
75.9K
$728K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.1KNew |
$115K - $129K
|
13.1K
$125K
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-455- 3.76% |
$4K - $4.5K
|
11.6K
$112K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.9K+ 306.44% |
$87K - $98K
|
13.1K
$126K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.49K- 18.21% |
$21.9K - $24.7K
|
11.2K
$107K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
172New |
$1.51K - $1.7K
|
172
$1.65K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
66+ 64.71% |
$580 - $653
|
168
$1.61K
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-168K- 75.6% |
$1.48M - $1.67M
|
54.4K
$521K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
931+ 8.06% |
$8.18K - $9.22K
|
12.5K
$120K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
819+ 27.3% |
$7.2K - $8.11K
|
3.82K
$36.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-400- 0.9% |
$3.52K - $3.96K
|
43.8K
$420K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
21+ 9.17% |
$185 - $208
|
250
$2.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-51.7K- 31.14% |
$455K - $512K
|
114K
$1.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
5.75K+ 6.14% |
$50.5K - $56.9K
|
99.4K
$953K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.05K- 8.77% |
$18K - $20.3K
|
21.3K
$204K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42.9K+ 19.26% |
$374K - $444K
|
266K
$2.55M
|
|