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 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
7.69K+ 5.16% |
$59.8K - $66.3K
|
157K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
7.44K+ 4.28% |
$57.9K - $64.1K
|
181K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.15K+ 26.51% |
$55.6K - $61.6K
|
34.1K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.9K+ 8.0% |
$53.7K - $59.5K
|
93.2K
$939K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.81KNew |
$53K - $58.7K
|
6.81K
$68.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.78K+ 0.71% |
$52.8K - $58.5K
|
967K
$9.74M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.7K+ 33.86% |
$52.1K - $57.8K
|
26.5K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.18K+ 14.76% |
$48.1K - $53.3K
|
48.1K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.79K+ 38.41% |
$45K - $49.9K
|
20.9K
$210K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.54K+ 19.47% |
$43.1K - $47.7K
|
34K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.35K+ 6.05% |
$41.6K - $46.1K
|
93.7K
$945K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.33K+ 44.33% |
$41.4K - $45.9K
|
17.3K
$175K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.1K+ 14.05% |
$39.7K - $44K
|
41.4K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.09K+ 2.17% |
$39.6K - $43.9K
|
240K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.88K+ 14.39% |
$38K - $42.1K
|
38.8K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.85K+ 1.4% |
$37.7K - $41.8K
|
351K
$3.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4.8K+ 9.52% |
$37.3K - $41.3K
|
55.2K
$556K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.61K+ 32.3% |
$35.8K - $39.7K
|
18.9K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$35K - $38.7K
|
4.49K
$45.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.48K+ 456.37% |
$34.8K - $38.6K
|
5.46K
$55K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.29K+ 101.68% |
$33.3K - $36.9K
|
8.5K
$85.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.27K+ 1.53% |
$33.2K - $36.8K
|
283K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.27K+ 853.4% |
$33.2K - $36.8K
|
4.77K
$48.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.11K+ 25.9% |
$31.9K - $35.4K
|
20K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.94K+ 0.21% |
$30.7K - $34K
|
1.86M
$18.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.84K+ 14.0% |
$29.9K - $33.1K
|
31.3K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.68K+ 0.19% |
$28.6K - $31.7K
|
1.94M
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.67K+ 25.14% |
$28.5K - $31.6K
|
18.3K
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.63K+ 8.47% |
$28.2K - $31.3K
|
46.5K
$469K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 48.24% |
$27.2K - $30.2K
|
10.8K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.48K+ 0.1% |
$27.1K - $30K
|
3.46M
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.21K+ 146.82% |
$25K - $27.7K
|
5.4K
$54.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.12K+ 7.0% |
$24.3K - $26.9K
|
47.7K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.12K+ 17.82% |
$24.2K - $26.9K
|
20.6K
$208K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.1K+ 25.08% |
$24.1K - $26.7K
|
15.5K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 102.43% |
$23.9K - $26.5K
|
6.07K
$61.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.95K+ 12.38% |
$22.9K - $25.4K
|
26.8K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.93K+ 25.52% |
$22.8K - $25.2K
|
14.4K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.92KNew |
$22.7K - $25.1K
|
2.92K
$29.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2.84K+ 4.34% |
$22.1K - $24.5K
|
68.3K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.83K+ 13.32% |
$22K - $24.4K
|
24.1K
$242K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.8K+ 11.36% |
$21.8K - $24.1K
|
27.4K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.74K+ 18.47% |
$21.3K - $23.6K
|
17.6K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.66K+ 8.43% |
$20.7K - $22.9K
|
34.1K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.43KNew |
$18.9K - $20.9K
|
2.43K
$24.5K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.35K+ 11.6% |
$18.3K - $20.2K
|
22.6K
$227K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 25.11% |
$17.2K - $19K
|
11K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.2K+ 0.33% |
$17.1K - $18.9K
|
677K
$6.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.19K+ 107.34% |
$17.1K - $18.9K
|
4.24K
$42.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.17K+ 15.13% |
$16.9K - $18.7K
|
16.5K
$167K
|