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, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.94K+ 9.0% |
$24.4K - $31.4K
|
35.6K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-72- 0.01% |
$599 - $770
|
648K
$6.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-130- 0.85% |
$1.08K - $1.39K
|
15.2K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-400- 1.37% |
$3.33K - $4.28K
|
28.7K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4+ 0.04% |
$33.3 - $42.8
|
10.1K
$95.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.26KNew |
$18.8K - $24.2K
|
2.26K
$21.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.41KNew |
$11.8K - $15.1K
|
1.41K
$13.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
247K+ 107.77% |
$2.05M - $2.64M
|
475K
$4.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
441New |
$3.67K - $4.72K
|
441
$4.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-191- 34.17% |
$1.59K - $2.04K
|
368
$3.48K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.02K+ 8.0% |
$8.49K - $10.9K
|
13.8K
$130K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
496+ 3.51% |
$4.13K - $5.31K
|
14.6K
$139K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
41+ 1.08% |
$341 - $439
|
3.85K
$36.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27.9K- 13.54% |
$232K - $298K
|
178K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
939+ 14.03% |
$7.81K - $10K
|
7.63K
$72.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-373- 17.21% |
$3.1K - $3.99K
|
1.79K
$17K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
151New |
$1.26K - $1.62K
|
151
$1.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-16.4K- 6.58% |
$137K - $176K
|
233K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26.3K- 2.41% |
$219K - $281K
|
1.07M
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
743+ 3.58% |
$6.18K - $7.95K
|
21.5K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.28K- 2.27% |
$35.6K - $45.8K
|
185K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.76K- 11.02% |
$14.6K - $18.8K
|
14.2K
$134K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
555+ 11.39% |
$4.62K - $5.94K
|
5.43K
$51.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.11% |
$8.32 - $10.7
|
914
$8.66K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.6K- 34.94% |
$88.2K - $113K
|
19.7K
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
300+ 33.98% |
$2.5K - $3.21K
|
1.18K
$11.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
932+ 79.25% |
$7.75K - $9.97K
|
2.11K
$20K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
167+ 27.83% |
$1.39K - $1.79K
|
767
$7.26K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
99+ 0.62% |
$824 - $1.06K
|
16.1K
$153K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-127- 9.39% |
$1.06K - $1.36K
|
1.23K
$11.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 11.01% |
$1.66K - $2.14K
|
1.62K
$15.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 0.44% |
$732 - $942
|
20.2K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.44K+ 17.49% |
$20.3K - $26.1K
|
16.4K
$155K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
34.9K+ 20.88% |
$290K - $373K
|
202K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 14.45% |
$88.3K - $114K
|
62.8K
$595K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-55.2K- 6.79% |
$459K - $591K
|
757K
$7.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.41% |
$33.3 - $42.8
|
974
$9.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 33.03% |
$22.6K - $29.1K
|
10.9K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-150- 26.18% |
$1.25K - $1.61K
|
423
$4.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-425- 26.71% |
$3.54K - $4.55K
|
1.17K
$11K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.32K+ 21.68% |
$69.2K - $89K
|
46.7K
$442K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-9.81K- 44.83% |
$81.6K - $105K
|
12.1K
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 46.25% |
$146K - $188K
|
20.5K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
194New |
$1.61K - $2.08K
|
194
$1.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.11% |
$33.3 - $42.8
|
3.49K
$33K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 31.24% |
$53.4K - $68.6K
|
14.1K
$134K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$832 - $1.07K
|
100
$947
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.14K+ 5.38% |
$9.51K - $12.2K
|
22.4K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7.65K- 41.1% |
$63.6K - $81.8K
|
11K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$8.32 - $10.7
|
147
$1.39K
|