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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-808- 3.27% |
$7.29K - $8.62K
|
23.9K
$229K
|
|
| Q4 2024 | |||||||
|
Nov 04, 2025
Q4 2024
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-81.1KClosed |
$749K - $869K
|
0
$0
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
40New |
$369 - $428
|
40
$384
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
125New |
$1.15K - $1.34K
|
125
$1.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13New |
$120 - $139
|
13
$125
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
219New |
$2.02K - $2.35K
|
219
$2.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
92New |
$849 - $985
|
92
$882
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17New |
$157 - $182
|
17
$163
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-169Closed |
$1.56K - $1.81K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650+ 448.28% |
$6K - $6.96K
|
795
$7.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 0.25% |
$114K - $132K
|
5M
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.01K- 33.0% |
$46.2K - $53.6K
|
10.2K
$97.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
15.8KNew |
$146K - $169K
|
15.8K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
41New |
$378 - $439
|
41
$393
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
83.7K+ 454.89% |
$773K - $896K
|
102K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
2.35MNew |
$21.7M - $25.2M
|
2.35M
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
251KNew |
$2.31M - $2.68M
|
251K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$202K - $234K
|
21.9K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.92K- 34.88% |
$73.1K - $84.9K
|
14.8K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
30New |
$277 - $321
|
30
$288
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
170New |
$1.57K - $1.82K
|
170
$1.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7New |
$64.6 - $75
|
7
$67.1
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.28KNew |
$11.8K - $13.7K
|
1.28K
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Marathon Partners Equity Management, LLC
New York, NY |
SELL
|
- |
-350K- 73.68% |
$3.23M - $3.75M
|
125K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 24.72% |
$203 - $236
|
111
$1.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
50New |
$462 - $536
|
50
$480
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
522New |
$4.82K - $5.59K
|
522
$5.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
17.1KNew |
$158K - $183K
|
17.1K
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
13.2KNew |
$122K - $141K
|
13.2K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
999New |
$9.22K - $10.7K
|
999
$9.58K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
361New |
$3.33K - $3.87K
|
361
$3.46K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-259- 24.55% |
$2.39K - $2.77K
|
796
$7.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
326New |
$3.01K - $3.49K
|
326
$3.13K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
10.9KNew |
$100K - $116K
|
10.9K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
773New |
$7.13K - $8.28K
|
773
$7.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
305New |
$2.82K - $3.27K
|
305
$2.92K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-51.2K- 17.2% |
$473K - $548K
|
246K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
800New |
$7.38K - $8.57K
|
800
$7.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4New |
$36.9 - $42.8
|
4
$38.4
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-174- 71.02% |
$1.61K - $1.86K
|
71
$681
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-5.15K- 33.15% |
$47.6K - $55.2K
|
10.4K
$99.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.42K+ 6.65% |
$13.1K - $15.2K
|
22.8K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6KNew |
$117K - $135K
|
12.6K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-810- 68.47% |
$7.48K - $8.68K
|
373
$3.58K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.85K- 21.66% |
$44.8K - $51.9K
|
17.5K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.43K- 2.21% |
$50.1K - $58.2K
|
240K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.12K+ 315.54% |
$10.3K - $12K
|
1.47K
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
25New |
$231 - $268
|
25
$240
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.78KNew |
$25.6K - $29.7K
|
2.78K
$26.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
517New |
$4.77K - $5.54K
|
517
$4.96K
|
|