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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 11.24% |
$9.11K - $10.4K
|
11.5K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 6.23% |
$8.81K - $10K
|
19.1K
$193K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.11K+ 9.85% |
$8.73K - $9.94K
|
12.4K
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.1KNew |
$8.64K - $9.83K
|
1.1K
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.1KNew |
$8.6K - $9.8K
|
1.1K
$11K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.07K+ 76.39% |
$8.43K - $9.6K
|
2.48K
$25K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.06K+ 6.89% |
$8.29K - $9.44K
|
16.4K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
986+ 4.36% |
$7.74K - $8.81K
|
23.6K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
983New |
$7.72K - $8.79K
|
983
$9.91K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
956+ 5.45% |
$7.5K - $8.55K
|
18.5K
$186K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
897+ 27.04% |
$7.04K - $8.02K
|
4.21K
$42.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
887+ 6.92% |
$6.96K - $7.93K
|
13.7K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
884+ 10.3% |
$6.94K - $7.9K
|
9.47K
$95.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
884+ 10.3% |
$6.94K - $7.9K
|
9.47K
$95.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
877+ 8.15% |
$6.88K - $7.84K
|
11.6K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
800New |
$6.28K - $7.15K
|
800
$8.06K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
719+ 6.18% |
$5.64K - $6.43K
|
12.4K
$125K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
718+ 11.33% |
$5.64K - $6.42K
|
7.05K
$71.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
700+ 263.16% |
$5.5K - $6.26K
|
966
$9.74K
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
689+ 1.75% |
$5.41K - $6.16K
|
40.1K
$405K
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
689+ 1.75% |
$5.41K - $6.16K
|
40.1K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
634+ 9.57% |
$4.98K - $5.67K
|
7.26K
$73.2K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
609+ 2.12% |
$4.78K - $5.44K
|
29.3K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
573New |
$4.5K - $5.12K
|
573
$5.78K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
569+ 38.03% |
$4.47K - $5.09K
|
2.07K
$20.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
544+ 6.68% |
$4.27K - $4.86K
|
8.69K
$87.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
537+ 4.79% |
$4.22K - $4.8K
|
11.8K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
508New |
$3.99K - $4.54K
|
508
$5.12K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
500+ 200.0% |
$3.93K - $4.47K
|
750
$7.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
467+ 3.8% |
$3.67K - $4.17K
|
12.7K
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
460+ 2.9% |
$3.61K - $4.11K
|
16.3K
$165K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
455New |
$3.57K - $4.07K
|
455
$4.59K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440+ 24.18% |
$3.45K - $3.93K
|
2.26K
$22.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
422+ 35.61% |
$3.31K - $3.77K
|
1.61K
$16.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
419New |
$3.29K - $3.75K
|
419
$4.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
410+ 3.02% |
$3.22K - $3.67K
|
14K
$141K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
406+ 84.94% |
$3.19K - $3.63K
|
884
$8.91K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
396+ 0.17% |
$3.11K - $3.54K
|
235K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
385+ 13.71% |
$3.02K - $3.44K
|
3.19K
$32.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
347New |
$2.72K - $3.1K
|
347
$3.5K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
346New |
$2.72K - $3.09K
|
346
$3.49K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
330+ 0.58% |
$2.59K - $2.95K
|
57.5K
$580K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
330+ 2.45% |
$2.59K - $2.95K
|
13.8K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
314+ 1.12% |
$2.46K - $2.81K
|
28.2K
$285K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$2.36K - $2.68K
|
300
$3.02K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 100.67% |
$2.36K - $2.68K
|
598
$6.03K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
285New |
$2.24K - $2.55K
|
285
$2.87K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
275+ 1.97% |
$2.16K - $2.46K
|
14.2K
$143K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
267+ 2.2% |
$2.1K - $2.39K
|
12.4K
$125K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
258+ 12.89% |
$2.03K - $2.31K
|
2.26K
$22.8K
|