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 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-730- 10.48% |
$5.73K - $6.53K
|
6.24K
$62.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-761- 1.8% |
$5.97K - $6.8K
|
41.4K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-775- 75.54% |
$6.08K - $6.93K
|
251
$2.53K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-795- 4.27% |
$6.24K - $7.11K
|
17.8K
$180K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-807- 88.97% |
$6.33K - $7.21K
|
100
$1.01K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-813- 7.02% |
$6.38K - $7.27K
|
10.8K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-823- 11.03% |
$6.46K - $7.36K
|
6.64K
$66.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-835- 0.29% |
$6.55K - $7.46K
|
284K
$2.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-843- 3.38% |
$6.62K - $7.54K
|
24.1K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-850- 0.95% |
$6.67K - $7.6K
|
88.3K
$890K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-864- 31.85% |
$6.78K - $7.72K
|
1.85K
$18.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-990- 4.5% |
$7.77K - $8.85K
|
21K
$212K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.03K- 9.29% |
$8.05K - $9.16K
|
10K
$101K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.04K- 5.45% |
$8.16K - $9.29K
|
18K
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.16K- 34.58% |
$9.07K - $10.3K
|
2.19K
$22K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.2K- 7.15% |
$9.38K - $10.7K
|
15.5K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 0.75% |
$9.53K - $10.9K
|
161K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.44K- 32.54% |
$11.3K - $12.9K
|
2.99K
$30.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48K- 12.07% |
$11.6K - $13.2K
|
10.8K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.5K- 7.71% |
$11.8K - $13.4K
|
18K
$181K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 5.05% |
$11.8K - $13.4K
|
28.2K
$284K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.53K- 0.76% |
$12K - $13.7K
|
201K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.55K- 11.79% |
$12.2K - $13.9K
|
11.6K
$117K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-1.63K- 0.2% |
$12.8K - $14.6K
|
798K
$8.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.64K- 0.97% |
$12.9K - $14.7K
|
168K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-1.67K- 18.41% |
$13.1K - $14.9K
|
7.38K
$74.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.69K- 3.24% |
$13.2K - $15.1K
|
50.4K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.7K- 1.39% |
$13.3K - $15.2K
|
121K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.78K- 4.28% |
$14K - $15.9K
|
39.9K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.87K- 1.72% |
$14.7K - $16.7K
|
107K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.89K- 11.56% |
$14.8K - $16.9K
|
14.5K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.92K- 3.19% |
$15K - $17.1K
|
58.3K
$587K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.93K- 16.23% |
$15.1K - $17.2K
|
9.94K
$100K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.02K- 8.29% |
$15.9K - $18.1K
|
22.4K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.09K- 12.16% |
$16.4K - $18.6K
|
15.1K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.14K- 0.22% |
$16.8K - $19.1K
|
960K
$9.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.19K- 3.75% |
$17.2K - $19.5K
|
56.1K
$566K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.19K- 10.87% |
$17.2K - $19.6K
|
18K
$181K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 10.28% |
$17.6K - $20.1K
|
19.6K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.54K- 2.24% |
$19.9K - $22.7K
|
111K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.61K- 17.27% |
$20.5K - $23.3K
|
12.5K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.61K- 17.27% |
$20.5K - $23.3K
|
12.5K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.62K- 12.41% |
$20.6K - $23.4K
|
18.5K
$186K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.93K- 7.8% |
$23K - $26.2K
|
34.6K
$349K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.1K- 11.8% |
$24.3K - $27.7K
|
23.2K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.22K- 31.62% |
$25.2K - $28.8K
|
6.95K
$70.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.28K- 10.87% |
$25.7K - $29.3K
|
26.9K
$271K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3.39K- 42.97% |
$26.6K - $30.3K
|
4.5K
$45.4K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.41K- 35.82% |
$26.8K - $30.5K
|
6.11K
$61.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-3.64K- 1.52% |
$28.6K - $32.6K
|
236K
$2.38M
|