Institutional Ownership Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN). We have compiled data on the 643 institutions that hold shares in the stock, with a total of 413 Million shares, which have been reported (via 13F filing form) to have a value of $3.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
1,225
shares
|
$11,502
0.0% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$11,268
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,183
shares
|
$11,108
0.0% of portfolio
|
Q3 2024
Added 33.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,177
shares
|
$11,052
0.0% of portfolio
|
Q4 2022
Added 37.34%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,166
shares
|
$10,948
0.01% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
1,150
shares
|
$10,798
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,145
shares
|
$10,751
0.0% of portfolio
|
Q3 2024
Added 104.83%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,100
shares
|
$10,329
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,097
shares
|
$10,300
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,096
shares
|
$10,291
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,095
shares
|
$10,282
0.0% of portfolio
|
Q1 2023
Reduced 22.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,080
shares
|
$10,141
0.0% of portfolio
|
Q4 2023
Reduced 34.51%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,055
shares
|
$9,906
0.0% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,039
shares
|
$9,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,025
shares
|
$9,624
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,017
shares
|
$9,549
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,007
shares
|
$9,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$9,390
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
997
shares
|
$9,361
0.0% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
974
shares
|
$9,145
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
966
shares
|
$9,070
0.0% of portfolio
|
Q3 2023
Added 263.16%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
960
shares
|
$9,014
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
957
shares
|
$8,986
0.0% of portfolio
|
Q2 2023
Added 86.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
956
shares
|
$8,976
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
950
shares
|
$8,920
0.0% of portfolio
|
Q1 2024
Reduced 65.14%
|