Purchases and Sales Made in Q2 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.53K- 9.31% |
$12.3K - $13.2K
|
14.9K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.58K- 3.33% |
$12.7K - $13.7K
|
45.8K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.63K- 91.57% |
$13.1K - $14.1K
|
150
$1.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.63K- 7.13% |
$13.1K - $14.1K
|
21.3K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-1.64K- 6.41% |
$13.1K - $14.2K
|
23.9K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.99K- 5.16% |
$15.9K - $17.2K
|
36.5K
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.11K- 6.67% |
$16.9K - $18.2K
|
29.5K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.19K- 14.84% |
$17.5K - $18.9K
|
12.6K
$128K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.44K- 82.84% |
$19.5K - $21.1K
|
505
$5.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.45K- 10.64% |
$19.6K - $21.1K
|
20.5K
$210K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.46K- 10.91% |
$19.7K - $21.3K
|
20.1K
$206K
|
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 0.85% |
$20.4K - $22K
|
298K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.55K- 29.39% |
$20.4K - $22K
|
6.11K
$62.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.69K- 2.63% |
$21.6K - $23.3K
|
99.6K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-2.84K- 2.79% |
$22.7K - $24.5K
|
98.8K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3K- 3.14% |
$24K - $25.9K
|
92.4K
$945K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.11K- 27.47% |
$24.9K - $26.8K
|
8.2K
$83.8K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.15K- 2.9% |
$25.2K - $27.2K
|
105K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.21K- 10.15% |
$25.7K - $27.7K
|
28.4K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-3.24K- 14.84% |
$26K - $28K
|
18.6K
$190K
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.4K- 0.62% |
$27.2K - $29.4K
|
548K
$5.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-3.44K- 18.6% |
$27.6K - $29.7K
|
15.1K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 13.77% |
$28.4K - $30.6K
|
22.2K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3.82K- 43.93% |
$30.6K - $33K
|
4.87K
$49.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.9K- 10.14% |
$31.3K - $33.7K
|
34.6K
$353K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.94K- 14.83% |
$31.6K - $34.1K
|
22.6K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.36K- 19.49% |
$34.9K - $37.7K
|
18K
$184K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.39K- 27.51% |
$35.1K - $37.9K
|
11.6K
$118K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-4.53K- 20.72% |
$36.3K - $39.1K
|
17.3K
$177K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.84K- 6.2% |
$38.7K - $41.8K
|
73.1K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.93K- 28.32% |
$39.5K - $42.6K
|
12.5K
$128K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.15K- 19.98% |
$41.3K - $44.5K
|
20.6K
$211K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-5.7K- 20.03% |
$45.6K - $49.2K
|
22.7K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.91K- 15.49% |
$47.4K - $51.1K
|
32.3K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.93K- 6.02% |
$47.5K - $51.3K
|
92.6K
$946K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.16K- 30.06% |
$49.3K - $53.2K
|
14.3K
$146K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7K- 10.56% |
$56K - $60.5K
|
59.3K
$606K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.7K- 3.62% |
$61.6K - $66.5K
|
205K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.37K- 13.85% |
$67K - $72.3K
|
52K
$532K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8.47K- 9.08% |
$67.9K - $73.2K
|
84.8K
$867K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.22K- 31.45% |
$73.9K - $79.7K
|
20.1K
$205K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-9.38K- 11.06% |
$75.1K - $81K
|
75.4K
$771K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.42K- 16.33% |
$75.5K - $81.4K
|
48.3K
$493K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 8.34% |
$82.4K - $88.9K
|
113K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.6K- 99.53% |
$84.5K - $91.2K
|
50
$511
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-12K- 84.68% |
$95.9K - $103K
|
2.17K
$22.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.6K- 20.29% |
$101K - $108K
|
49.3K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.2K- 41.37% |
$106K - $114K
|
18.7K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-13.3K- 1.2% |
$107K - $115K
|
1.09M
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14.6K- 30.27% |
$117K - $127K
|
33.7K
$345K
|