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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-88.6K- 11.66% |
$772K - $917K
|
671K
$6.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-377- 47.6% |
$3.29K - $3.9K
|
415
$3.98K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
940+ 122.88% |
$8.2K - $9.73K
|
1.71K
$16.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
818New |
$7.13K - $8.47K
|
818
$7.84K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-47.6K- 59.51% |
$415K - $493K
|
32.4K
$311K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15K+ 2.44% |
$130K - $155K
|
628K
$6.03M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-552- 3.08% |
$4.81K - $5.71K
|
17.4K
$166K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-671K- 8.54% |
$5.85M - $6.94M
|
7.19M
$68.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
160+ 1.05% |
$1.4K - $1.66K
|
15.4K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-567- 1.54% |
$4.94K - $5.87K
|
36.2K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.94K+ 181.37% |
$43K - $51.1K
|
7.66K
$73.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.29K+ 12.37% |
$54.8K - $65.1K
|
57.1K
$548K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16K- 18.75% |
$139K - $165K
|
69.3K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-32.7K- 6.59% |
$285K - $338K
|
463K
$4.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 6.5% |
$14K - $16.6K
|
23K
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-1.23M- 94.9% |
$10.7M - $12.7M
|
66K
$633K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-11.8K- 34.5% |
$103K - $122K
|
22.4K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.19K- 16.67% |
$10.4K - $12.3K
|
5.94K
$57K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-268- 14.53% |
$2.34K - $2.77K
|
1.58K
$15.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-195- 0.96% |
$1.7K - $2.02K
|
20.2K
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.34% |
$26.2 - $31
|
890
$8.54K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.13% |
$8.72 - $10.4
|
767
$7.36K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-413- 3.21% |
$3.6K - $4.27K
|
12.5K
$120K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-528- 2.44% |
$4.6K - $5.46K
|
21.1K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
902+ 3608.0% |
$7.87K - $9.34K
|
927
$8.89K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5+ 0.14% |
$43.6 - $51.8
|
3.5K
$33.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
494+ 7.32% |
$4.31K - $5.11K
|
7.24K
$69.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-47.2K- 20.54% |
$412K - $489K
|
183K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
304+ 1.89% |
$2.65K - $3.15K
|
16.4K
$157K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
55+ 0.35% |
$480 - $569
|
15.6K
$149K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
50+ 0.23% |
$436 - $518
|
21.5K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
106+ 84.8% |
$924 - $1.1K
|
231
$2.22K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
918+ 2.19% |
$8K - $9.5K
|
42.9K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
910New |
$7.94K - $9.42K
|
910
$8.73K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-810- 36.42% |
$7.06K - $8.38K
|
1.41K
$13.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28.3K- 31.25% |
$247K - $293K
|
62.3K
$597K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-63.7K- 85.5% |
$556K - $659K
|
10.8K
$104K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.98K- 20.33% |
$52.2K - $61.9K
|
23.4K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.64K+ 5.37% |
$49.2K - $58.4K
|
111K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.16K+ 4.07% |
$27.5K - $32.7K
|
80.8K
$775K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.55KNew |
$13.5K - $16K
|
1.55K
$14.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
824+ 7.78% |
$7.19K - $8.53K
|
11.4K
$109K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
333New |
$2.9K - $3.45K
|
333
$3.19K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-63.6K- 77.21% |
$555K - $659K
|
18.8K
$180K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-125- 29.41% |
$1.09K - $1.29K
|
300
$2.88K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
56New |
$488 - $580
|
56
$537
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1K+ 18.23% |
$105K - $125K
|
78.3K
$751K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Partners LLC
|
BUY
|
- |
286K+ 128.0% |
$2.49M - $2.96M
|
509K
$4.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
32.7K+ 52.33% |
$285K - $339K
|
95.3K
$913K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-220K- 42.95% |
$1.92M - $2.28M
|
293K
$2.81M
|
|