Purchases and Sales Made in Q2 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 6.56% |
$254K - $284K
|
513K
$5.17M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31.4K+ 22406.43% |
$252K - $282K
|
31.5K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 2.05% |
$246K - $276K
|
1.53M
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.6K+ 5.83% |
$246K - $275K
|
555K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
30KNew |
$241K - $270K
|
30K
$302K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27.4K+ 50.78% |
$221K - $247K
|
81.4K
$821K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27.2K+ 13.57% |
$218K - $245K
|
227K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
26.6KNew |
$214K - $239K
|
26.6K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.3K+ 40.07% |
$187K - $209K
|
81.3K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
22.5KNew |
$181K - $203K
|
22.5K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21.3KNew |
$171K - $191K
|
21.3K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
21K+ 23.49% |
$169K - $189K
|
110K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$166K - $186K
|
20.6K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20.4KNew |
$164K - $184K
|
20.4K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
20.2KNew |
$162K - $182K
|
20.2K
$204K
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
19.8KNew |
$160K - $179K
|
19.8K
$200K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
19.4KNew |
$156K - $175K
|
19.4K
$196K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 10.38% |
$153K - $172K
|
203K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.2K+ 70.14% |
$146K - $164K
|
44.1K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$141K - $158K
|
17.5K
$176K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
16.7KNew |
$134K - $150K
|
16.7K
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.1K+ 8.17% |
$122K - $136K
|
200K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15KNew |
$120K - $135K
|
15K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
14.5K+ 14.64% |
$117K - $131K
|
114K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.2KNew |
$114K - $128K
|
14.2K
$143K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
13.9KNew |
$112K - $125K
|
13.9K
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.9K+ 68.1% |
$112K - $125K
|
34.3K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
13.8KNew |
$111K - $124K
|
13.8K
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.5KNew |
$100K - $112K
|
12.5K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.4K+ 17.75% |
$99.4K - $111K
|
82K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
12.4K+ 13.06% |
$99.3K - $111K
|
107K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.3KNew |
$98.7K - $111K
|
12.3K
$124K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.1K+ 67.75% |
$97.7K - $109K
|
30.1K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
12.1KNew |
$97K - $109K
|
12.1K
$122K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
11.6KNew |
$93.1K - $104K
|
11.6K
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
11.5KNew |
$92.2K - $103K
|
11.5K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 57.48% |
$91.8K - $103K
|
31.3K
$315K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
11.3KNew |
$91K - $102K
|
11.3K
$114K
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
11.1KNew |
$89.3K - $99.9K
|
11.1K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.9K+ 217.1% |
$87.3K - $97.7K
|
15.9K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$86.5K - $96.8K
|
10.8K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.7KNew |
$85.8K - $96.1K
|
10.7K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 4.42% |
$85.6K - $95.8K
|
252K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10.2KNew |
$82.3K - $92.2K
|
10.2K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10KNew |
$80.8K - $90.4K
|
10K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
10KNew |
$80.4K - $90K
|
10K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.29K+ 69.57% |
$74.7K - $83.6K
|
22.6K
$228K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.44K+ 3.73% |
$67.9K - $76K
|
235K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.82K+ 103.44% |
$62.8K - $70.4K
|
15.4K
$155K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
7.15K+ 390.86% |
$57.4K - $64.3K
|
8.97K
$90.4K
|