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 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.8K- 43.92% |
$21.8K - $24.1K
|
3.58K
$34.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.55K- 8.0% |
$12.1K - $13.4K
|
17.8K
$170K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
580New |
$4.51K - $5K
|
580
$5.53K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-569- 34.51% |
$4.43K - $4.9K
|
1.08K
$10.3K
|
|
| Q3 2023 | |||||||
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-431Closed |
$3.38K - $3.85K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 10.28% |
$17.6K - $20.1K
|
19.6K
$187K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$2.36K - $2.68K
|
300
$2.86K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125- 1.68% |
$981 - $1.12K
|
7.3K
$69.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
127KNew |
$997K - $1.14M
|
127K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-843- 3.38% |
$6.62K - $7.54K
|
24.1K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9KNew |
$70.7K - $80.5K
|
9K
$85.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-242- 2.36% |
$1.9K - $2.16K
|
10K
$95.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17New |
$133 - $152
|
17
$162
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
61.2K+ 3057550.0% |
$480K - $547K
|
61.2K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-339- 20.12% |
$2.66K - $3.03K
|
1.35K
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
147New |
$1.15K - $1.31K
|
147
$1.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
54.3K+ 554.77% |
$426K - $485K
|
64.1K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.9KNew |
$85.9K - $97.9K
|
10.9K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
700+ 263.16% |
$5.5K - $6.26K
|
966
$9.21K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
55New |
$432 - $492
|
55
$524
|
|
|
Nov 09, 2023
Q3 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
3.9K+ 16.59% |
$30.6K - $34.8K
|
27.4K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
77+ 17.07% |
$604 - $688
|
528
$5.03K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-58- 6.37% |
$455 - $519
|
852
$8.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
800New |
$6.28K - $7.15K
|
800
$7.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-835- 0.29% |
$6.55K - $7.46K
|
284K
$2.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.03K- 9.29% |
$8.05K - $9.16K
|
10K
$95.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.8KNew |
$187K - $213K
|
23.8K
$227K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19K+ 19.21% |
$149K - $170K
|
118K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-20- 12.99% |
$157 - $179
|
134
$1.28K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
347New |
$2.72K - $3.1K
|
347
$3.31K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46New |
$361 - $411
|
46
$438
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-807- 88.97% |
$6.33K - $7.21K
|
100
$953
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.02K+ 41.15% |
$70.8K - $80.7K
|
30.9K
$295K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
87New |
$683 - $778
|
87
$829
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.1KNew |
$8.64K - $9.83K
|
1.1K
$10.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3+ 10.71% |
$23.5 - $26.8
|
31
$295
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.06K+ 29.15% |
$31.8K - $36.3K
|
18K
$171K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-117- 0.72% |
$918 - $1.05K
|
16.2K
$154K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-29.4K- 14.99% |
$231K - $263K
|
167K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
455New |
$3.57K - $4.07K
|
455
$4.34K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-170- 88.54% |
$1.33K - $1.52K
|
22
$210
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-113- 0.85% |
$887 - $1.01K
|
13.1K
$125K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174+ 138.1% |
$1.37K - $1.56K
|
300
$2.86K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-490- 83.05% |
$3.85K - $4.38K
|
100
$953
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$785 - $894
|
11.2K
$107K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.4K- 20.86% |
$105K - $120K
|
50.8K
$484K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.08KClosed |
$16.7K - $18.7K
|
0
$0
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
147KNew |
$1.19M - $1.33M
|
147K
$1.4M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-692Closed |
$5.56K - $6.23K
|
0
$0
|
|