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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-936K- 11.2% |
$7.52M - $8.42M
|
7.42M
$69.7M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
42.6K+ 70.24% |
$342K - $383K
|
103K
$969K
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.66K- 91.86% |
$13.3K - $14.9K
|
147
$1.38K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
61+ 48.41% |
$490 - $549
|
187
$1.76K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
137K+ 30.03% |
$1.11M - $1.24M
|
595K
$5.59M
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
72.5KNew |
$583K - $652K
|
72.5K
$680K
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-1.86K- 0.18% |
$15K - $16.8K
|
1.04M
$9.78M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.38K- 10.63% |
$11.1K - $12.4K
|
11.6K
$109K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
48New |
$386 - $432
|
48
$451
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-853- 3.21% |
$6.86K - $7.68K
|
25.7K
$242K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
676New |
$5.44K - $6.08K
|
676
$6.35K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
359+ 3.47% |
$2.89K - $3.23K
|
10.7K
$100K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-782- 17.24% |
$6.29K - $7.04K
|
3.76K
$35.3K
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-165- 48.53% |
$1.33K - $1.49K
|
175
$1.64K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 29.61% |
$1.45K - $1.62K
|
428
$4.02K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.85KNew |
$22.9K - $25.6K
|
2.85K
$26.7K
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-220- 1.91% |
$1.77K - $1.98K
|
11.3K
$106K
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
SELL
|
- |
-20.7K- 49.51% |
$166K - $186K
|
21.1K
$198K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
444+ 86.55% |
$3.57K - $4K
|
957
$8.99K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
400New |
$3.22K - $3.6K
|
400
$3.76K
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-462- 82.21% |
$3.71K - $4.16K
|
100
$939
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.94K- 96.09% |
$31.6K - $35.4K
|
160
$1.5K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
617+ 26.91% |
$4.96K - $5.55K
|
2.91K
$27.3K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
782+ 23.26% |
$6.29K - $7.04K
|
4.14K
$38.9K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-291- 17.86% |
$2.34K - $2.62K
|
1.34K
$12.6K
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-403- 3.75% |
$3.24K - $3.63K
|
10.3K
$97.1K
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
11.3KNew |
$91K - $102K
|
11.3K
$106K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
19.4KNew |
$156K - $175K
|
19.4K
$183K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.7K+ 423.75% |
$13.6K - $15.3K
|
2.1K
$19.7K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
400New |
$3.22K - $3.6K
|
400
$3.76K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 57.29% |
$442 - $495
|
41
$385
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-275- 28.21% |
$2.21K - $2.48K
|
700
$6.57K
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-400- 3.13% |
$3.22K - $3.6K
|
12.4K
$116K
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$145 - $162
|
18
$169
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
19.8KNew |
$160K - $179K
|
19.8K
$186K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3KNew |
$24.1K - $27K
|
3K
$28.2K
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
127New |
$1.02K - $1.14K
|
127
$1.19K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-150Closed |
$1.14K - $1.26K
|
0
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
113New |
$855 - $946
|
113
$1.06K
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-800- 4.52% |
$6.06K - $6.7K
|
16.9K
$159K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.23K+ 194.11% |
$24.4K - $27K
|
4.89K
$45.9K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
198+ 9900.0% |
$1.5K - $1.66K
|
200
$1.88K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-130- 2.04% |
$984 - $1.09K
|
6.23K
$58.5K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.53K- 20.05% |
$19.2K - $21.2K
|
10.1K
$94.9K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-130- 2.27% |
$984 - $1.09K
|
5.61K
$52.7K
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-6.47K- 28.66% |
$49K - $54.1K
|
16.1K
$151K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-788- 7.33% |
$5.97K - $6.6K
|
9.97K
$93.6K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
68+ 85.0% |
$515 - $569
|
148
$1.39K
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
19.3KNew |
$146K - $162K
|
19.3K
$181K
|