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 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.13K- 3.74% |
$26K - $33.5K
|
80.6K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.16K- 6.54% |
$26.3K - $33.8K
|
45.1K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.33K- 18.4% |
$27.7K - $35.6K
|
14.8K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.65K- 43.55% |
$30.4K - $39K
|
4.73K
$47.7K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.71K- 33.67% |
$30.8K - $39.7K
|
7.3K
$73.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4K- 23.53% |
$33.3K - $42.8K
|
13K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.08K- 13.04% |
$33.9K - $43.6K
|
27.2K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.23K- 25.0% |
$35.2K - $45.2K
|
12.7K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.23K- 1.63% |
$35.2K - $45.3K
|
255K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.28K- 2.27% |
$35.6K - $45.8K
|
185K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 28.88% |
$40K - $51.5K
|
11.9K
$119K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.82K- 1.63% |
$40.1K - $51.6K
|
290K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-5.04K- 68.22% |
$41.9K - $53.9K
|
2.35K
$23.6K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-5.06K- 1.31% |
$42.1K - $54.1K
|
380K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.08K- 11.09% |
$42.3K - $54.4K
|
40.7K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.21K- 4.94% |
$43.3K - $55.7K
|
100K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.38K- 7.36% |
$44.8K - $57.6K
|
67.7K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.48K- 29.3% |
$45.6K - $58.6K
|
13.2K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.24K- 5.52% |
$51.9K - $66.7K
|
107K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.41K- 17.76% |
$53.3K - $68.6K
|
29.7K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 31.24% |
$53.4K - $68.6K
|
14.1K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.45K- 6.55% |
$53.7K - $69.1K
|
92.1K
$928K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-7.06K- 13.1% |
$58.8K - $75.6K
|
46.8K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-7.2K- 0.69% |
$59.9K - $77.1K
|
1.04M
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.64K- 26.98% |
$63.6K - $81.8K
|
20.7K
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-7.65K- 41.1% |
$63.6K - $81.8K
|
11K
$110K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.78K- 6.56% |
$64.7K - $83.2K
|
111K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.31K- 2.99% |
$77.4K - $99.6K
|
302K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.72K- 2.88% |
$80.9K - $104K
|
327K
$3.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-9.81K- 44.83% |
$81.6K - $105K
|
12.1K
$122K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.2KClosed |
$85K - $109K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.6K- 34.94% |
$88.2K - $113K
|
19.7K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 14.45% |
$88.3K - $114K
|
62.8K
$633K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-11.1K- 41.61% |
$92.1K - $118K
|
15.5K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.4K- 21.87% |
$94.7K - $122K
|
40.7K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 7.27% |
$94.8K - $122K
|
145K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.6K- 75.49% |
$96.2K - $124K
|
3.76K
$37.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-11.7K- 43.33% |
$97.2K - $125K
|
15.3K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-13K- 48.4% |
$108K - $139K
|
13.9K
$140K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.4K- 22.6% |
$112K - $143K
|
45.9K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 6.3% |
$125K - $160K
|
223K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-15.1K- 28.35% |
$126K - $162K
|
38.3K
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-16.4K- 6.58% |
$137K - $176K
|
233K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-16.5K- 10.11% |
$137K - $177K
|
147K
$1.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-16.9K- 33.43% |
$141K - $181K
|
33.7K
$340K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-17.4K- 41.3% |
$145K - $186K
|
24.7K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-17.6K- 46.25% |
$146K - $188K
|
20.5K
$206K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-17.8K- 83.83% |
$148K - $190K
|
3.42K
$34.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19.4K- 20.95% |
$161K - $207K
|
73.1K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.7K- 57.7% |
$172K - $222K
|
15.2K
$153K
|