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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-722- 3.32% |
$5.8K - $6.5K
|
21K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-782- 17.24% |
$6.29K - $7.04K
|
3.76K
$37.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-790- 4.64% |
$6.35K - $7.11K
|
16.2K
$164K
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-795- 0.88% |
$6.39K - $7.16K
|
89.1K
$898K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-800- 30.53% |
$6.43K - $7.2K
|
1.82K
$18.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-807- 61.74% |
$6.49K - $7.26K
|
500
$5.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-825- 6.4% |
$6.63K - $7.43K
|
12.1K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-836- 4.6% |
$6.72K - $7.52K
|
17.3K
$175K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-853- 3.21% |
$6.86K - $7.68K
|
25.7K
$259K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-864- 7.26% |
$6.95K - $7.78K
|
11K
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-871- 3.71% |
$7K - $7.84K
|
22.6K
$228K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-892- 4.05% |
$7.17K - $8.03K
|
21.1K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-903- 75.63% |
$7.26K - $8.13K
|
291
$2.93K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-912- 78.28% |
$7.33K - $8.21K
|
253
$2.55K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-958- 10.82% |
$7.7K - $8.62K
|
7.89K
$79.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-975- 41.3% |
$7.84K - $8.78K
|
1.39K
$14K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-990- 39.82% |
$7.96K - $8.91K
|
1.5K
$15.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-995- 8.91% |
$8K - $8.96K
|
10.2K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.04K- 38.17% |
$8.36K - $9.36K
|
1.69K
$17K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.08K- 8.07% |
$8.7K - $9.74K
|
12.3K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.15K- 13.35% |
$9.25K - $10.4K
|
7.46K
$75.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.17K- 8.14% |
$9.44K - $10.6K
|
13.2K
$134K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.23K- 65.25% |
$9.86K - $11K
|
653
$6.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 6.83% |
$10.6K - $11.9K
|
18K
$182K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.33K- 0.17% |
$10.7K - $12K
|
800K
$8.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.38K- 10.63% |
$11.1K - $12.4K
|
11.6K
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.4K- 8.27% |
$11.2K - $12.6K
|
15.5K
$156K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.41K- 0.89% |
$11.4K - $12.7K
|
158K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.42K- 19.61% |
$11.4K - $12.8K
|
5.83K
$58.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.61K- 9.55% |
$12.9K - $14.5K
|
15.3K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.61K- 13.51% |
$13K - $14.5K
|
10.3K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.66K- 91.86% |
$13.3K - $14.9K
|
147
$1.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.66K- 12.96% |
$13.4K - $15K
|
11.2K
$113K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.69K- 12.99% |
$13.6K - $15.2K
|
11.3K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.77K- 4.03% |
$14.2K - $15.9K
|
42.2K
$425K
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-1.86K- 0.18% |
$15K - $16.8K
|
1.04M
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.87K- 11.13% |
$15.1K - $16.9K
|
15K
$151K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.89K- 6.34% |
$15.2K - $17K
|
27.9K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.97K- 2.45% |
$15.8K - $17.7K
|
78.4K
$790K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.97K- 8.42% |
$15.9K - $17.8K
|
21.5K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.98K- 12.47% |
$15.9K - $17.8K
|
13.9K
$140K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.01K- 5.74% |
$16.2K - $18.1K
|
33.1K
$334K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.02K- 3.37% |
$16.2K - $18.2K
|
57.9K
$583K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.02K- 15.95% |
$16.2K - $18.2K
|
10.6K
$107K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.05K- 5.6% |
$16.5K - $18.5K
|
34.6K
$349K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.08KClosed |
$16.7K - $18.7K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-2.17K- 46.27% |
$17.4K - $19.5K
|
2.51K
$25.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.26K- 83.33% |
$18.1K - $20.3K
|
451
$4.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.36K- 2.12% |
$18.9K - $21.2K
|
109K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.53K- 27.49% |
$20.3K - $22.8K
|
6.68K
$67.3K
|