Purchases and Sales Made in Q3 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
37.6K+ 3.61% |
$295K - $336K
|
1.08M
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.4K+ 17.61% |
$294K - $334K
|
250K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
35.7K+ 104.06% |
$280K - $319K
|
70K
$706K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.3K+ 0.57% |
$277K - $315K
|
6.21M
$62.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.4K+ 3.06% |
$270K - $307K
|
1.16M
$11.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
33.9K+ 29.42% |
$266K - $303K
|
149K
$1.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.7K+ 98.28% |
$257K - $293K
|
66K
$666K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
30.2K+ 27.36% |
$237K - $270K
|
141K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26.8KNew |
$210K - $240K
|
26.8K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
24.5K+ 39.64% |
$192K - $219K
|
86.3K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.8KNew |
$187K - $213K
|
23.8K
$240K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23.4K+ 135.06% |
$184K - $209K
|
40.7K
$411K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
23.3KNew |
$183K - $208K
|
23.3K
$235K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22K+ 3.97% |
$173K - $197K
|
577K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
21.2KNew |
$167K - $190K
|
21.2K
$214K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
21.1K+ 35.59% |
$166K - $189K
|
80.4K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21.1KNew |
$166K - $189K
|
21.1K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.4K+ 116.81% |
$161K - $183K
|
38K
$383K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.4K+ 51.23% |
$160K - $182K
|
60.1K
$606K
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
$154K - $175K
|
19.6K
$197K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19K+ 19.21% |
$149K - $170K
|
118K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
16.7KNew |
$131K - $149K
|
16.7K
$168K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
15.8KNew |
$124K - $142K
|
15.8K
$160K
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
15.7K+ 7.59% |
$123K - $140K
|
222K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15KNew |
$117K - $134K
|
15K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.7K+ 7.33% |
$115K - $131K
|
215K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6KNew |
$115K - $130K
|
14.6K
$147K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13.6KNew |
$107K - $121K
|
13.6K
$137K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12.9K+ 11.12% |
$101K - $115K
|
129K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$98.4K - $112K
|
12.5K
$126K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.8KNew |
$92.3K - $105K
|
11.8K
$119K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.7KNew |
$92K - $105K
|
11.7K
$118K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11.2K+ 88.96% |
$88K - $100K
|
23.8K
$240K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.9KNew |
$85.9K - $97.9K
|
10.9K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.9KNew |
$85.9K - $97.9K
|
10.9K
$110K
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.9KNew |
$85.9K - $97.9K
|
10.9K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$84.9K - $96.6K
|
10.8K
$109K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
10.7KNew |
$84.3K - $96K
|
10.7K
$108K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 12.81% |
$81.9K - $93.3K
|
91.9K
$926K
|
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
10.4K+ 0.27% |
$81.3K - $92.5K
|
3.91M
$39.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.2KNew |
$80.1K - $91.2K
|
10.2K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
10.2K+ 0.12% |
$79.7K - $90.8K
|
8.64M
$87M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
10.1KNew |
$79.5K - $90.5K
|
10.1K
$102K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.9KNew |
$77.7K - $88.5K
|
9.9K
$99.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.34K+ 11.81% |
$73.3K - $83.5K
|
88.4K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.28K+ 29.65% |
$72.8K - $83K
|
40.6K
$409K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.14K+ 47.43% |
$71.8K - $81.7K
|
28.4K
$287K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
9.02K+ 41.15% |
$70.8K - $80.7K
|
30.9K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9KNew |
$70.7K - $80.5K
|
9K
$90.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.99K+ 29.4% |
$62.7K - $71.4K
|
35.1K
$354K
|