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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.91K+ 5.08% |
$39.4K - $42.5K
|
102K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68.9K+ 524.27% |
$552K - $597K
|
82K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.01K- 5.33% |
$8.08K - $8.74K
|
17.9K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1KNew |
$8.79K - $9.5K
|
1.1K
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-109- 64.5% |
$874 - $945
|
60
$575
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-221- 1.38% |
$1.77K - $1.92K
|
15.8K
$151K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-101- 0.99% |
$810 - $876
|
10.1K
$97.3K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
2.05K+ 20.24% |
$16.4K - $17.7K
|
12.2K
$117K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-395- 1.89% |
$3.17K - $3.42K
|
20.5K
$197K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.88% |
$56.1 - $60.7
|
807
$7.74K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-343- 2.02% |
$2.75K - $2.97K
|
16.6K
$159K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
74+ 0.65% |
$593 - $642
|
11.5K
$110K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-625- 4.02% |
$5.01K - $5.42K
|
14.9K
$143K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-700- 5.19% |
$5.61K - $6.07K
|
12.8K
$123K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9+ 20.45% |
$72.2 - $78
|
53
$508
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
508New |
$4.07K - $4.4K
|
508
$4.87K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-12- 0.02% |
$96.2 - $104
|
58.8K
$564K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.62K- 7.63% |
$29K - $31.4K
|
43.8K
$420K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.15K+ 31.35% |
$25.2K - $27.3K
|
13.2K
$126K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.4K+ 57.98% |
$83.3K - $90K
|
28.3K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-142K- 51.85% |
$1.14M - $1.23M
|
131K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14KNew |
$112K - $121K
|
14K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.87K- 11.99% |
$15K - $16.2K
|
13.8K
$132K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-200- 1.83% |
$1.6K - $1.73K
|
10.7K
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$106K - $115K
|
13.2K
$127K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.78K- 65.14% |
$14.2K - $15.4K
|
950
$9.11K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.42% |
$361 - $390
|
10.8K
$103K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
4K+ 66.67% |
$32.1K - $34.7K
|
10K
$95.9K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
5.3K+ 34.28% |
$42.5K - $46K
|
20.8K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-60- 0.4% |
$481 - $520
|
15.1K
$145K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
22New |
$176 - $191
|
22
$211
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-403- 50.19% |
$3.23K - $3.49K
|
400
$3.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-40- 5.37% |
$321 - $347
|
705
$6.76K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8.12K- 73.79% |
$65.1K - $70.4K
|
2.89K
$27.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
35.3KNew |
$283K - $306K
|
35.3K
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.09K+ 39.51% |
$32.8K - $35.5K
|
14.5K
$139K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
180New |
$1.44K - $1.56K
|
180
$1.73K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-139- 31.66% |
$1.11K - $1.21K
|
300
$2.88K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.35K- 64.42% |
$18.9K - $20.4K
|
1.3K
$12.5K
|
|
| Q4 2023 | |||||||
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
375New |
$2.92K - $3.23K
|
375
$3.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$778 - $862
|
100
$959
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
486New |
$3.78K - $4.19K
|
486
$4.66K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
400New |
$3.11K - $3.45K
|
400
$3.84K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
114New |
$887 - $983
|
114
$1.09K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200New |
$1.56K - $1.72K
|
200
$1.92K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
580New |
$4.51K - $5K
|
580
$5.56K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$778 - $862
|
100
$959
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
116K+ 106.89% |
$904K - $1M
|
225K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200New |
$1.56K - $1.72K
|
200
$1.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-52.7K- 71.02% |
$410K - $454K
|
21.5K
$206K
|
|