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 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$785 - $894
|
11.2K
$113K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 0.98% |
$785 - $894
|
10.1K
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.36% |
$785 - $894
|
27.4K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-102- 13.14% |
$801 - $912
|
674
$6.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 4.84% |
$816 - $930
|
2.04K
$20.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-113- 0.85% |
$887 - $1.01K
|
13.1K
$132K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-116- 0.8% |
$911 - $1.04K
|
14.4K
$145K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-117- 0.72% |
$918 - $1.05K
|
16.2K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125- 1.68% |
$981 - $1.12K
|
7.3K
$73.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-126- 1.1% |
$989 - $1.13K
|
11.3K
$114K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-160- 9.88% |
$1.26K - $1.43K
|
1.46K
$14.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-170- 88.54% |
$1.33K - $1.52K
|
22
$222
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 27.66% |
$1.57K - $1.79K
|
523
$5.27K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 0.44% |
$1.57K - $1.79K
|
44.8K
$451K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 4.0% |
$1.57K - $1.79K
|
4.81K
$48.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-200- 8.97% |
$1.57K - $1.79K
|
2.03K
$20.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-205- 13.73% |
$1.61K - $1.83K
|
1.29K
$13K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-206- 1.99% |
$1.62K - $1.84K
|
10.1K
$102K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-225- 0.08% |
$1.77K - $2.01K
|
286K
$2.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-228- 0.52% |
$1.79K - $2.04K
|
43.9K
$442K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-231- 1.07% |
$1.81K - $2.07K
|
21.3K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-242- 2.36% |
$1.9K - $2.16K
|
10K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-252- 0.97% |
$1.98K - $2.25K
|
25.7K
$259K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-256- 36.26% |
$2.01K - $2.29K
|
450
$4.54K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-267- 19.26% |
$2.1K - $2.39K
|
1.12K
$11.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-270- 1.68% |
$2.12K - $2.41K
|
15.8K
$159K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-282- 19.02% |
$2.21K - $2.52K
|
1.2K
$12.1K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-300- 4.49% |
$2.36K - $2.68K
|
6.38K
$64.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 2.17% |
$2.36K - $2.68K
|
13.5K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-300- 56.93% |
$2.36K - $2.68K
|
227
$2.29K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-300- 23.44% |
$2.36K - $2.68K
|
980
$9.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-304- 2.47% |
$2.39K - $2.72K
|
12K
$121K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-319- 1.6% |
$2.5K - $2.85K
|
19.6K
$197K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-327- 1.73% |
$2.57K - $2.92K
|
18.6K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-339- 20.12% |
$2.66K - $3.03K
|
1.35K
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-352- 0.33% |
$2.76K - $3.15K
|
107K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-371- 1.16% |
$2.91K - $3.32K
|
31.5K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-375- 1.75% |
$2.94K - $3.35K
|
21.1K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-380- 1.92% |
$2.98K - $3.4K
|
19.4K
$196K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 14.45% |
$3.14K - $3.58K
|
2.37K
$23.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-400- 3.31% |
$3.14K - $3.58K
|
11.7K
$118K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-431Closed |
$3.38K - $3.85K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-435- 2.91% |
$3.41K - $3.89K
|
14.5K
$146K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-455- 5.85% |
$3.57K - $4.07K
|
7.33K
$73.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-490- 83.05% |
$3.85K - $4.38K
|
100
$1.01K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-509- 1.15% |
$4K - $4.55K
|
43.6K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-511- 6.84% |
$4.01K - $4.57K
|
6.96K
$70.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-518- 0.08% |
$4.07K - $4.63K
|
649K
$6.54M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-668- 5.07% |
$5.24K - $5.97K
|
12.5K
$126K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-728- 3.22% |
$5.71K - $6.51K
|
21.9K
$220K
|