Purchases and Sales Made in Q1 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q1 2024. The information is specifically focused on institutions that hold shares of Haleon plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-211- 3.27% |
$1.69K - $1.83K
|
6.24K
$58.5K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-211- 0.77% |
$1.69K - $1.83K
|
27.1K
$254K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-216- 0.56% |
$1.73K - $1.87K
|
38.5K
$362K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-218- 5.15% |
$1.75K - $1.89K
|
4.02K
$37.7K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-220- 1.42% |
$1.76K - $1.91K
|
15.3K
$144K
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-221- 1.38% |
$1.77K - $1.92K
|
15.8K
$148K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-233- 1.69% |
$1.87K - $2.02K
|
13.5K
$127K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-236- 1.81% |
$1.89K - $2.05K
|
12.8K
$120K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-250- 6.72% |
$2.01K - $2.17K
|
3.47K
$32.6K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-263- 1.83% |
$2.11K - $2.28K
|
14.1K
$133K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-264- 24.81% |
$2.12K - $2.29K
|
800
$7.51K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-291- 4.78% |
$2.33K - $2.52K
|
5.8K
$54.5K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-292- 2.04% |
$2.34K - $2.53K
|
14K
$132K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-300- 66.67% |
$2.41K - $2.6K
|
150
$1.41K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-310- 10.3% |
$2.49K - $2.69K
|
2.7K
$25.4K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-343- 2.02% |
$2.75K - $2.97K
|
16.6K
$156K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-368- 23.47% |
$2.95K - $3.19K
|
1.2K
$11.3K
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-371- 1.97% |
$2.98K - $3.22K
|
18.5K
$174K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-378- 17.23% |
$3.03K - $3.28K
|
1.82K
$17.1K
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-395- 1.89% |
$3.17K - $3.42K
|
20.5K
$193K
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-400- 3.49% |
$3.21K - $3.47K
|
11K
$104K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-403- 50.19% |
$3.23K - $3.49K
|
400
$3.76K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-407- 3.33% |
$3.26K - $3.53K
|
11.8K
$111K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-427- 0.04% |
$3.42K - $3.7K
|
1.11M
$10.4M
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-431- 12.8% |
$3.46K - $3.74K
|
2.94K
$27.6K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-444- 2.01% |
$3.56K - $3.85K
|
21.6K
$203K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-470- 0.03% |
$3.77K - $4.07K
|
1.55M
$14.6M
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-475- 3.87% |
$3.81K - $4.12K
|
11.8K
$111K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-493- 1.13% |
$3.95K - $4.27K
|
43.1K
$405K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 11.46% |
$4.01K - $4.34K
|
3.86K
$36.3K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-500- 1.24% |
$4.01K - $4.34K
|
39.8K
$374K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-512- 3.27% |
$4.11K - $4.44K
|
15.1K
$142K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-512- 3.1% |
$4.11K - $4.44K
|
16K
$150K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-530- 6.17% |
$4.25K - $4.6K
|
8.07K
$75.7K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-530- 1.5% |
$4.25K - $4.6K
|
34.8K
$327K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-557- 1.98% |
$4.47K - $4.83K
|
27.6K
$259K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-600- 2.91% |
$4.81K - $5.2K
|
20K
$188K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-625- 4.02% |
$5.01K - $5.42K
|
14.9K
$140K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-629- 2.75% |
$5.04K - $5.45K
|
22.3K
$209K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-640- 16.84% |
$5.13K - $5.55K
|
3.16K
$29.7K
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-700- 5.19% |
$5.61K - $6.07K
|
12.8K
$120K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-707- 6.89% |
$5.67K - $6.13K
|
9.56K
$89.8K
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-714- 1.05% |
$5.73K - $6.19K
|
67K
$629K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-763- 4.64% |
$6.12K - $6.62K
|
15.7K
$147K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-763- 10.34% |
$6.12K - $6.62K
|
6.62K
$62.1K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-773- 22.16% |
$6.2K - $6.7K
|
2.72K
$25.5K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-833- 5.34% |
$6.68K - $7.22K
|
14.8K
$139K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-869- 4.18% |
$6.97K - $7.53K
|
19.9K
$187K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-904- 11.72% |
$7.25K - $7.84K
|
6.81K
$63.9K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-916- 8.51% |
$7.35K - $7.94K
|
9.85K
$92.4K
|