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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-291- 17.86% |
$2.34K - $2.62K
|
1.34K
$12.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-403- 3.75% |
$3.24K - $3.63K
|
10.3K
$99.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
19.4KNew |
$156K - $175K
|
19.4K
$187K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.7K+ 423.75% |
$13.6K - $15.3K
|
2.1K
$20.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 57.29% |
$442 - $495
|
41
$393
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-275- 28.21% |
$2.21K - $2.48K
|
700
$6.71K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-400- 3.13% |
$3.22K - $3.6K
|
12.4K
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$145 - $162
|
18
$173
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
19.8KNew |
$160K - $179K
|
19.8K
$190K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
3KNew |
$24.1K - $27K
|
3K
$28.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
127New |
$1.02K - $1.14K
|
127
$1.22K
|
|
| Q1 2023 | |||||||
|
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
$1.08K
|
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
- |
-800- 4.52% |
$6.06K - $6.7K
|
16.9K
$162K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.23K+ 194.11% |
$24.4K - $27K
|
4.89K
$46.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
198+ 9900.0% |
$1.5K - $1.66K
|
200
$1.92K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-130- 2.04% |
$984 - $1.09K
|
6.23K
$59.8K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.53K- 20.05% |
$19.2K - $21.2K
|
10.1K
$96.9K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-130- 2.27% |
$984 - $1.09K
|
5.61K
$53.8K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-6.47K- 28.66% |
$49K - $54.1K
|
16.1K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-788- 7.33% |
$5.97K - $6.6K
|
9.97K
$95.6K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
68+ 85.0% |
$515 - $569
|
148
$1.42K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
13KNew |
$98.4K - $109K
|
13K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
1.4M+ 22.58% |
$10.6M - $11.7M
|
7.6M
$72.9M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.72K- 17.25% |
$20.6K - $22.7K
|
13K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.45KNew |
$11K - $12.1K
|
1.45K
$13.9K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.65M- 71.4% |
$27.6M - $30.6M
|
1.46M
$14M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-71.9K- 71.26% |
$544K - $602K
|
29K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$379 - $418
|
50
$480
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.65K- 5.46% |
$12.5K - $13.8K
|
28.5K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-300K- 17.65% |
$2.27M - $2.51M
|
1.4M
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
477New |
$3.61K - $3.99K
|
477
$4.57K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-113K- 96.58% |
$855K - $946K
|
4K
$38.4K
|
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-5K- 8.27% |
$37.9K - $41.8K
|
55.4K
$532K
|
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
1.02M+ 1723.27% |
$7.75M - $8.57M
|
1.08M
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
904KNew |
$6.85M - $7.57M
|
904K
$8.67M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.17KNew |
$8.82K - $9.75K
|
1.17K
$11.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
58New |
$439 - $485
|
58
$556
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.46KNew |
$11.1K - $12.2K
|
1.46K
$14K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
200New |
$1.51K - $1.67K
|
200
$1.92K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-8.55K- 3.6% |
$64.7K - $71.6K
|
229K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
460New |
$3.48K - $3.85K
|
460
$4.41K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16New |
$121 - $134
|
16
$153
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
798New |
$6.04K - $6.68K
|
798
$7.65K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
7+ 5.15% |
$53 - $58.6
|
143
$1.37K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
175+ 15.79% |
$1.32K - $1.46K
|
1.28K
$12.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-395- 0.58% |
$2.99K - $3.31K
|
67.5K
$648K
|
|
|
Apr 26, 2023
Q1 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-579K- 65.85% |
$4.38M - $4.84M
|
300K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-97- 32.33% |
$734 - $812
|
203
$1.95K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
410New |
$3.1K - $3.43K
|
410
$3.93K
|
|