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 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
255+ 2.4% |
$2K - $2.28K
|
10.9K
$110K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
240+ 5.82% |
$1.88K - $2.15K
|
4.36K
$44K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
232+ 1.46% |
$1.82K - $2.07K
|
16.1K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
225New |
$1.77K - $2.01K
|
225
$2.27K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
218+ 1.34% |
$1.71K - $1.95K
|
16.5K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
194+ 4.32% |
$1.52K - $1.73K
|
4.68K
$47.2K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
180New |
$1.41K - $1.61K
|
180
$1.81K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174+ 138.1% |
$1.37K - $1.56K
|
300
$3.02K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
158+ 4.86% |
$1.24K - $1.41K
|
3.41K
$34.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
155+ 0.24% |
$1.22K - $1.39K
|
64.2K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
147New |
$1.15K - $1.31K
|
147
$1.48K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
144+ 0.71% |
$1.13K - $1.29K
|
20.3K
$205K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
140New |
$1.1K - $1.25K
|
140
$1.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
135+ 0.9% |
$1.06K - $1.21K
|
15.1K
$152K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
109+ 181.67% |
$856 - $974
|
169
$1.7K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
103+ 23.73% |
$809 - $921
|
537
$5.41K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
103+ 128.75% |
$809 - $921
|
183
$1.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
100+ 0.34% |
$785 - $894
|
29.2K
$294K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
87New |
$683 - $778
|
87
$877
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
77+ 17.07% |
$604 - $688
|
528
$5.32K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
68+ 144.68% |
$534 - $608
|
115
$1.16K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
55New |
$432 - $492
|
55
$554
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50New |
$393 - $447
|
50
$504
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
49+ 18.22% |
$385 - $438
|
318
$3.21K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
48+ 0.2% |
$377 - $429
|
24.6K
$248K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
46New |
$361 - $411
|
46
$464
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
41+ 0.56% |
$322 - $367
|
7.36K
$74.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
39+ 4.45% |
$306 - $349
|
915
$9.22K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
34+ 0.12% |
$267 - $304
|
28K
$282K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
34+ 0.08% |
$267 - $304
|
41.9K
$422K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26New |
$204 - $232
|
26
$262
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
25+ 5.0% |
$196 - $224
|
525
$5.29K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
25+ 0.06% |
$196 - $224
|
43.9K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17New |
$133 - $152
|
17
$171
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14New |
$110 - $125
|
14
$141
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.47% |
$110 - $125
|
3K
$30.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3+ 10.71% |
$23.5 - $26.8
|
31
$312
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.06% |
$7.85 - $8.94
|
1.74K
$17.6K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-20- 12.99% |
$157 - $179
|
134
$1.35K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 5.37% |
$188 - $215
|
423
$4.26K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 41.67% |
$314 - $358
|
56
$564
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-40- 0.25% |
$314 - $358
|
15.7K
$158K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-58- 6.37% |
$455 - $519
|
852
$8.59K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-63- 8.48% |
$495 - $563
|
680
$6.85K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-75- 2.98% |
$589 - $671
|
2.44K
$24.6K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-78- 50.0% |
$612 - $697
|
78
$786
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-91- 13.48% |
$714 - $814
|
584
$5.89K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-99- 25.19% |
$777 - $885
|
294
$2.96K
|