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 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
191+ 0.6% |
$1.54K - $1.72K
|
31.9K
$322K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
189+ 52.79% |
$1.52K - $1.7K
|
547
$5.51K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
153+ 0.39% |
$1.23K - $1.38K
|
39.4K
$398K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
151+ 0.91% |
$1.21K - $1.36K
|
16.7K
$168K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
127New |
$1.02K - $1.14K
|
127
$1.28K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
126New |
$1.01K - $1.13K
|
126
$1.27K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
123+ 21.1% |
$989 - $1.11K
|
706
$7.12K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
121+ 0.91% |
$973 - $1.09K
|
13.4K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
106+ 0.93% |
$852 - $954
|
11.4K
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87+ 0.08% |
$699 - $783
|
106K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.74% |
$683 - $765
|
11.6K
$117K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
80New |
$643 - $720
|
80
$806
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
78+ 1.79% |
$627 - $702
|
4.43K
$44.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
70+ 0.44% |
$563 - $630
|
16K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.46% |
$498 - $558
|
13.5K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
61+ 48.41% |
$490 - $549
|
187
$1.88K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$482 - $540
|
60
$605
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
48New |
$386 - $432
|
48
$484
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
47New |
$378 - $423
|
47
$474
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40+ 17.47% |
$322 - $360
|
269
$2.71K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
34New |
$273 - $306
|
34
$343
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 0.26% |
$249 - $279
|
12.1K
$122K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
18New |
$145 - $162
|
18
$181
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10+ 0.07% |
$80.4 - $90
|
14.9K
$151K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
8+ 0.03% |
$64.3 - $72
|
24.6K
$248K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$64.3 - $72
|
8
$80.6
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.49% |
$40.2 - $45
|
1.04K
$10.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.6% |
$32.2 - $36
|
669
$6.74K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4+ 0.01% |
$32.2 - $36
|
52.1K
$525K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.32% |
$16.1 - $18
|
622
$6.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.1% |
$8.04 - $9
|
981
$9.89K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.54% |
$8.04 - $9
|
187
$1.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.06% |
$8.04 - $9
|
1.75K
$17.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-4- -0.0% |
$32.2 - $36
|
650K
$6.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.02% |
$32.2 - $36
|
21.5K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.38% |
$56.3 - $63
|
1.85K
$18.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-10- 0.09% |
$80.4 - $90
|
11.2K
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-15- 0.03% |
$121 - $135
|
54.8K
$552K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 0.9% |
$137 - $153
|
1.88K
$18.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33- 0.93% |
$265 - $297
|
3.53K
$35.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-39- 0.2% |
$314 - $351
|
19.8K
$200K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-44- 1.24% |
$354 - $396
|
3.52K
$35.4K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-50- 5.46% |
$402 - $450
|
865
$8.72K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 57.29% |
$442 - $495
|
41
$413
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 12.52% |
$515 - $576
|
447
$4.51K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-71- 71.72% |
$571 - $639
|
28
$282
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 1.0% |
$603 - $675
|
7.42K
$74.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-78- 6.35% |
$627 - $702
|
1.15K
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-82- 0.52% |
$659 - $738
|
15.7K
$158K
|