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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-258- 1.73% |
$2.15K - $2.76K
|
14.6K
$137K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
95.4KNew |
$793K - $1.02M
|
95.4K
$895K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.4K- 21.87% |
$94.7K - $122K
|
40.7K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 5.4% |
$12.5K - $16.1K
|
26.3K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
523New |
$4.35K - $5.6K
|
523
$4.91K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
268New |
$2.23K - $2.87K
|
268
$2.52K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
107+ 3.03% |
$890 - $1.14K
|
3.63K
$34.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37.6K+ 15.17% |
$313K - $402K
|
285K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 9.35% |
$15.7K - $20.2K
|
18.3K
$172K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.02% |
$25 - $32.1
|
12.9K
$121K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.9K- 19.17% |
$15.8K - $20.3K
|
8K
$75.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.02K+ 17.45% |
$41.8K - $53.7K
|
33.8K
$317K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-46- 0.29% |
$383 - $492
|
16K
$150K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 13.63% |
$24.9K - $32.1K
|
25K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.24K+ 18.49% |
$10.3K - $13.2K
|
7.93K
$74.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.2KClosed |
$85K - $109K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
440New |
$3.66K - $4.71K
|
440
$4.13K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-5.04K- 68.22% |
$41.9K - $53.9K
|
2.35K
$22K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.1% |
$8.32 - $10.7
|
960
$9.01K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 78.31% |
$3K - $3.86K
|
100
$939
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 50.0% |
$3.2K - $3.46K
|
400
$3.76K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
500New |
$4.01K - $4.32K
|
500
$4.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$8.01 - $8.64
|
1
$9.39
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.44K- 82.84% |
$19.5K - $21.1K
|
505
$4.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.04% |
$8.01 - $8.64
|
97
$911
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
642+ 51.36% |
$5.14K - $5.55K
|
1.89K
$17.8K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
937KNew |
$7.51M - $8.1M
|
937K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-75- 0.62% |
$601 - $648
|
12K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
510+ 20.56% |
$4.09K - $4.41K
|
2.99K
$28.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.5KNew |
$124K - $134K
|
15.5K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
3.59M+ 67.84% |
$28.8M - $31M
|
8.89M
$83.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
190KNew |
$1.52M - $1.64M
|
190K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-620K- 66.48% |
$4.97M - $5.36M
|
313K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
26.1K+ 7.96% |
$209K - $225K
|
354K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-1.05M- 77.84% |
$8.44M - $9.11M
|
300K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 34.25% |
$200 - $216
|
98
$920
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$81.7K - $88.2K
|
10.2K
$95.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.89KNew |
$15.1K - $16.3K
|
1.89K
$17.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$113K - $122K
|
14.1K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
256+ 2.12% |
$2.05K - $2.21K
|
12.3K
$116K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 4.07% |
$40.1 - $43.2
|
128
$1.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10KNew |
$80.4K - $86.8K
|
10K
$94.3K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-132K- 63.26% |
$1.06M - $1.14M
|
76.7K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-51.2K- 1.97% |
$410K - $442K
|
2.54M
$23.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
90+ 2.85% |
$721 - $778
|
3.25K
$30.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
926+ 4.05% |
$7.42K - $8K
|
23.8K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
798+ 7.4% |
$6.39K - $6.89K
|
11.6K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 50.0% |
$801 - $864
|
100
$939
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.93K- 28.32% |
$39.5K - $42.6K
|
12.5K
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300+ 1.47% |
$2.4K - $2.59K
|
20.7K
$195K
|
|