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 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-490- 83.05% |
$3.85K - $4.38K
|
100
$1.02K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$785 - $894
|
11.2K
$115K
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-13.4K- 20.86% |
$105K - $120K
|
50.8K
$520K
|
|
|
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
$1.51M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-692Closed |
$5.56K - $6.23K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.51KNew |
$12.1K - $13.6K
|
1.51K
$15.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
293New |
$2.36K - $2.64K
|
293
$3K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
16.1KNew |
$129K - $145K
|
16.1K
$165K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
276New |
$2.22K - $2.48K
|
276
$2.83K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.7KNew |
$85.8K - $96.1K
|
10.7K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
10KNew |
$80.4K - $90K
|
10K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.2KNew |
$114K - $128K
|
14.2K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-88- 0.56% |
$708 - $792
|
15.5K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.4KNew |
$285K - $319K
|
35.4K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-936K- 11.2% |
$7.52M - $8.42M
|
7.42M
$76M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
42.6K+ 70.24% |
$342K - $383K
|
103K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.66K- 91.86% |
$13.3K - $14.9K
|
147
$1.51K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
61+ 48.41% |
$490 - $549
|
187
$1.91K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
137K+ 30.03% |
$1.11M - $1.24M
|
595K
$6.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
72.5KNew |
$583K - $652K
|
72.5K
$742K
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-1.86K- 0.18% |
$15K - $16.8K
|
1.04M
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.38K- 10.63% |
$11.1K - $12.4K
|
11.6K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
48New |
$386 - $432
|
48
$492
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-853- 3.21% |
$6.86K - $7.68K
|
25.7K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
676New |
$5.44K - $6.08K
|
676
$6.92K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
359+ 3.47% |
$2.89K - $3.23K
|
10.7K
$109K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-782- 17.24% |
$6.29K - $7.04K
|
3.76K
$38.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-165- 48.53% |
$1.33K - $1.49K
|
175
$1.79K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 29.61% |
$1.45K - $1.62K
|
428
$4.38K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.85KNew |
$22.9K - $25.6K
|
2.85K
$29.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-220- 1.91% |
$1.77K - $1.98K
|
11.3K
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
SELL
|
- |
-20.7K- 49.51% |
$166K - $186K
|
21.1K
$216K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
400New |
$3.22K - $3.6K
|
400
$4.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-462- 82.21% |
$3.71K - $4.16K
|
100
$1.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.94K- 96.09% |
$31.6K - $35.4K
|
160
$1.64K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
617+ 26.91% |
$4.96K - $5.55K
|
2.91K
$29.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
782+ 23.26% |
$6.29K - $7.04K
|
4.14K
$42.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-291- 17.86% |
$2.34K - $2.62K
|
1.34K
$13.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-403- 3.75% |
$3.24K - $3.63K
|
10.3K
$106K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
19.4KNew |
$156K - $175K
|
19.4K
$199K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.7K+ 423.75% |
$13.6K - $15.3K
|
2.1K
$21.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
400New |
$3.22K - $3.6K
|
400
$4.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 57.29% |
$442 - $495
|
41
$420
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-275- 28.21% |
$2.21K - $2.48K
|
700
$7.17K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-400- 3.13% |
$3.22K - $3.6K
|
12.4K
$127K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$145 - $162
|
18
$184
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
19.8KNew |
$160K - $179K
|
19.8K
$203K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3KNew |
$24.1K - $27K
|
3K
$30.7K
|
|