Purchases and Sales Made in Q4 2023 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35KNew |
$272K - $302K
|
35K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34.7KNew |
$270K - $299K
|
34.7K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.4K+ 2.19% |
$268K - $297K
|
1.61M
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.1KNew |
$227K - $251K
|
29.1K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.1KNew |
$226K - $251K
|
29.1K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
29KNew |
$226K - $250K
|
29K
$293K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
28.3KNew |
$220K - $244K
|
28.3K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
27.6K+ 3.69% |
$215K - $238K
|
775K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$205K - $228K
|
26.4K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
26.3K+ 2.44% |
$205K - $227K
|
1.11M
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
24.3K+ 192.34% |
$189K - $209K
|
36.9K
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.1KNew |
$187K - $208K
|
24.1K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23.9K+ 675.25% |
$186K - $206K
|
27.4K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
21.8KNew |
$170K - $188K
|
21.8K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.4KNew |
$167K - $185K
|
21.4K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.2K+ 14.1% |
$165K - $183K
|
172K
$1.73M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
20.9KNew |
$163K - $180K
|
20.9K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3K+ 8.96% |
$150K - $166K
|
234K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
18.9KNew |
$147K - $163K
|
18.9K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 6.6% |
$143K - $158K
|
297K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.3K+ 31.9% |
$143K - $158K
|
75.8K
$764K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
18.1KNew |
$141K - $156K
|
18.1K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.6KNew |
$137K - $152K
|
17.6K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.3K+ 9.84% |
$134K - $149K
|
193K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17.1KNew |
$133K - $147K
|
17.1K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
16.4K+ 7.52% |
$127K - $141K
|
234K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 31.39% |
$126K - $139K
|
67.7K
$683K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
15.7KNew |
$122K - $135K
|
15.7K
$158K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$116K - $128K
|
14.9K
$150K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
14.3K+ 44.99% |
$111K - $124K
|
46.2K
$466K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 15.21% |
$109K - $120K
|
106K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
13.6K+ 13646.0% |
$106K - $118K
|
13.7K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.1KNew |
$102K - $113K
|
13.1K
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.9KNew |
$101K - $111K
|
12.9K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 62.61% |
$100K - $111K
|
33.5K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
12.8K+ 5.77% |
$99.7K - $110K
|
235K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.7K+ 10.98% |
$98.7K - $109K
|
128K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.4K+ 106.3% |
$96.2K - $107K
|
24K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.2KNew |
$94.7K - $105K
|
12.2K
$123K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
11.4KNew |
$88.9K - $98.5K
|
11.4K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11.3KNew |
$88K - $97.6K
|
11.3K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
10.9K+ 66.86% |
$85.2K - $94.4K
|
27.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4K+ 30.96% |
$81.2K - $90K
|
44.2K
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.4KNew |
$80.6K - $89.3K
|
10.4K
$104K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.2K+ 82.07% |
$79.7K - $88.3K
|
22.7K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$78.2K - $86.7K
|
10.1K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.69K+ 45.95% |
$75.4K - $83.5K
|
30.8K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
8.54KNew |
$66.5K - $73.6K
|
8.54K
$86.1K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.36K+ 36.54% |
$65.1K - $72.1K
|
31.2K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.32K+ 70.81% |
$64.7K - $71.7K
|
20.1K
$202K
|