Purchases and Sales Made in Q3 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q3 2024. 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 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-29- 0.12% |
$241 - $310
|
24.6K
$248K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-40- 0.13% |
$333 - $428
|
31.7K
$319K
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-45- 14.24% |
$374 - $481
|
271
$2.73K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-46- 0.29% |
$383 - $492
|
16K
$161K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-47- 0.08% |
$391 - $503
|
57.3K
$578K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-68- 0.23% |
$566 - $728
|
28.9K
$292K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-68- 0.26% |
$566 - $728
|
26K
$262K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-72- 0.01% |
$599 - $770
|
648K
$6.53M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-73- 4.52% |
$607 - $781
|
1.54K
$15.5K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-87- 4.42% |
$724 - $931
|
1.88K
$19K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-92- 0.41% |
$765 - $984
|
22.6K
$227K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-100- 16.05% |
$832 - $1.07K
|
523
$5.27K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-100- 43.86% |
$832 - $1.07K
|
128
$1.29K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 1.22% |
$832 - $1.07K
|
8.1K
$81.6K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-105- 54.12% |
$874 - $1.12K
|
89
$897
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-106- 1.96% |
$882 - $1.13K
|
5.31K
$53.5K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-124- 4.59% |
$1.03K - $1.33K
|
2.58K
$26K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-127- 9.39% |
$1.06K - $1.36K
|
1.23K
$12.3K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-130- 0.85% |
$1.08K - $1.39K
|
15.2K
$153K
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-147- 1.33% |
$1.22K - $1.57K
|
10.9K
$110K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-147- 22.72% |
$1.22K - $1.57K
|
500
$5.04K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-148- 7.48% |
$1.23K - $1.58K
|
1.83K
$18.4K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-150- 26.18% |
$1.25K - $1.61K
|
423
$4.26K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-154- 0.78% |
$1.28K - $1.65K
|
19.7K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-184- 0.23% |
$1.53K - $1.97K
|
80K
$806K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-191- 34.17% |
$1.59K - $2.04K
|
368
$3.71K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 11.01% |
$1.66K - $2.14K
|
1.62K
$16.3K
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-202- 0.09% |
$1.68K - $2.16K
|
231K
$2.33M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-209- 16.53% |
$1.74K - $2.24K
|
1.06K
$10.6K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-210- 7.16% |
$1.75K - $2.25K
|
2.73K
$27.5K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-210- 3.09% |
$1.75K - $2.25K
|
6.59K
$66.4K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-224- 0.39% |
$1.86K - $2.4K
|
56.6K
$570K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-240- 6.21% |
$2K - $2.57K
|
3.62K
$36.5K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-242- 0.82% |
$2.01K - $2.59K
|
29.2K
$295K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-250- 0.62% |
$2.08K - $2.68K
|
40.2K
$405K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-250- 49.12% |
$2.08K - $2.68K
|
259
$2.61K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-258- 1.73% |
$2.15K - $2.76K
|
14.6K
$147K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-259- 1.55% |
$2.15K - $2.77K
|
16.5K
$166K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-260- 3.58% |
$2.16K - $2.78K
|
7K
$70.6K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-265- 0.44% |
$2.2K - $2.84K
|
60.4K
$609K
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-267- 1.72% |
$2.22K - $2.86K
|
15.3K
$154K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 37.5% |
$2.5K - $3.21K
|
500
$5.04K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-308- 17.63% |
$2.56K - $3.3K
|
1.44K
$14.5K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 78.31% |
$3K - $3.86K
|
100
$1.01K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-373- 17.21% |
$3.1K - $3.99K
|
1.79K
$18.1K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-374- 0.9% |
$3.11K - $4K
|
41.2K
$415K
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-400- 1.37% |
$3.33K - $4.28K
|
28.7K
$290K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-411- 0.12% |
$3.42K - $4.4K
|
343K
$3.45M
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-425- 26.71% |
$3.54K - $4.55K
|
1.17K
$11.8K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-450- 2.5% |
$3.74K - $4.82K
|
17.6K
$177K
|