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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-493- 25.52% |
$4.1K - $5.28K
|
1.44K
$14.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-493- 0.23% |
$4.1K - $5.28K
|
216K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-494- 1.5% |
$4.11K - $5.29K
|
32.5K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-499- 3.03% |
$4.15K - $5.34K
|
16K
$161K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-537- 2.97% |
$4.47K - $5.75K
|
17.5K
$177K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-538- 0.4% |
$4.48K - $5.76K
|
134K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-591- 4.2% |
$4.92K - $6.32K
|
13.5K
$136K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-645- 4.21% |
$5.37K - $6.9K
|
14.7K
$148K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-685- 0.01% |
$5.7K - $7.33K
|
7.57M
$76.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-696- 1.11% |
$5.79K - $7.45K
|
62.3K
$628K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-720- 3.49% |
$5.99K - $7.7K
|
19.9K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-728- 3.79% |
$6.06K - $7.79K
|
18.5K
$186K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-749- 3.77% |
$6.23K - $8.01K
|
19.1K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-800- 52.67% |
$6.66K - $8.56K
|
719
$7.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-819- 5.12% |
$6.81K - $8.76K
|
15.2K
$153K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-825- 2.48% |
$6.86K - $8.83K
|
32.5K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-861- 6.01% |
$7.16K - $9.21K
|
13.5K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-892- 1.76% |
$7.42K - $9.54K
|
49.8K
$502K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-894- 1.08% |
$7.44K - $9.57K
|
82K
$827K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-896- 11.8% |
$7.45K - $9.59K
|
6.7K
$67.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.04K- 1.15% |
$8.61K - $11.1K
|
89.3K
$900K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.09K- 7.71% |
$9.1K - $11.7K
|
13.1K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.22K- 1.58% |
$10.1K - $13K
|
75.9K
$765K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.39K- 2.81% |
$11.6K - $14.9K
|
48.2K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.4K- 66.67% |
$11.6K - $15K
|
700
$7.06K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.43K- 3.65% |
$11.9K - $15.3K
|
37.7K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 5.4% |
$12.5K - $16.1K
|
26.3K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.51K- 5.71% |
$12.6K - $16.2K
|
25K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.52K- 5.36% |
$12.7K - $16.3K
|
26.8K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.6K- 2.8% |
$13.3K - $17.1K
|
55.4K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.73K- 7.43% |
$14.4K - $18.5K
|
21.6K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.75K- 12.97% |
$14.6K - $18.8K
|
11.8K
$119K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.76K- 11.02% |
$14.6K - $18.8K
|
14.2K
$143K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.76K- 9.88% |
$14.6K - $18.8K
|
16K
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.83K- 14.84% |
$15.2K - $19.6K
|
10.5K
$106K
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
SELL
|
- |
-1.84K- 1.86% |
$15.3K - $19.6K
|
96.9K
$977K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 9.35% |
$15.7K - $20.2K
|
18.3K
$185K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.9K- 19.17% |
$15.8K - $20.3K
|
8K
$80.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.03K- 2.12% |
$16.8K - $21.7K
|
93.6K
$943K
|
|
|
Oct 16, 2024
Q3 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-2.1K- 0.19% |
$17.5K - $22.5K
|
1.13M
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.25K- 4.38% |
$18.7K - $24.1K
|
49.2K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-2.31K- 9.64% |
$19.2K - $24.7K
|
21.6K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.45K- 0.66% |
$20.4K - $26.2K
|
372K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.57K- 5.02% |
$21.4K - $27.5K
|
48.7K
$490K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.6K- 12.95% |
$21.7K - $27.9K
|
17.5K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.64K- 13.05% |
$22K - $28.3K
|
17.6K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 3.51% |
$22K - $28.3K
|
72.8K
$733K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.84K- 10.47% |
$23.6K - $30.4K
|
24.3K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.88K- 39.78% |
$24K - $30.8K
|
4.36K
$44K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.1K- 16.81% |
$25.8K - $33.1K
|
15.3K
$154K
|