Latest Institutional Purchases of Haleon PLC (HLN)
This list provides information on the latest institutional transactions involving Haleon PLC (HLN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
523New |
$4.07K - $4.51K
|
523
$5.27K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
486New |
$3.78K - $4.19K
|
486
$4.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
415New |
$3.23K - $3.58K
|
415
$4.18K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
400New |
$3.11K - $3.45K
|
400
$4.03K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
300New |
$2.33K - $2.59K
|
300
$3.02K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200New |
$1.56K - $1.72K
|
200
$2.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200New |
$1.56K - $1.72K
|
200
$2.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
140+ 2.99% |
$1.09K - $1.21K
|
4.82K
$48.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121New |
$941 - $1.04K
|
121
$1.22K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
114New |
$887 - $983
|
114
$1.15K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$778 - $862
|
100
$1.01K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$778 - $862
|
100
$1.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
CALL |
100+ 0.51% |
$778 - $862
|
19.8K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$778 - $862
|
100
$1.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
77New |
$599 - $664
|
77
$776
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
58New |
$451 - $500
|
58
$585
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
25New |
$195 - $215
|
25
$252
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
20New |
$156 - $172
|
20
$202
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 36.0% |
$140 - $155
|
68
$685
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$23.3 - $25.9
|
3
$30.2
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
127KNew |
$997K - $1.14M
|
127K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
54.3K+ 554.77% |
$426K - $485K
|
64.1K
$646K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.8KNew |
$187K - $213K
|
23.8K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19K+ 19.21% |
$149K - $170K
|
118K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.9KNew |
$85.9K - $97.9K
|
10.9K
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.02K+ 41.15% |
$70.8K - $80.7K
|
30.9K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9KNew |
$70.7K - $80.5K
|
9K
$90.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.06K+ 29.15% |
$31.8K - $36.3K
|
18K
$181K
|
|
|
Nov 09, 2023
Q3 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
3.9K+ 16.59% |
$30.6K - $34.8K
|
27.4K
$276K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.1KNew |
$8.64K - $9.83K
|
1.1K
$11.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
800New |
$6.28K - $7.15K
|
800
$8.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
700+ 263.16% |
$5.5K - $6.26K
|
966
$9.74K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
455New |
$3.57K - $4.07K
|
455
$4.59K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
347New |
$2.72K - $3.1K
|
347
$3.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$2.36K - $2.68K
|
300
$3.02K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174+ 138.1% |
$1.37K - $1.56K
|
300
$3.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
147New |
$1.15K - $1.31K
|
147
$1.48K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
87New |
$683 - $778
|
87
$877
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
77+ 17.07% |
$604 - $688
|
528
$5.32K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
55New |
$432 - $492
|
55
$554
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46New |
$361 - $411
|
46
$464
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17New |
$133 - $152
|
17
$171
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3+ 10.71% |
$23.5 - $26.8
|
31
$312
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
147KNew |
$1.19M - $1.33M
|
147K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
137K+ 30.03% |
$1.11M - $1.24M
|
595K
$6M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
72.5KNew |
$583K - $652K
|
72.5K
$730K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
42.6K+ 70.24% |
$342K - $383K
|
103K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.4KNew |
$285K - $319K
|
35.4K
$357K
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
19.8KNew |
$160K - $179K
|
19.8K
$200K
|
|