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 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.16K+ 12.93% |
$16.8K - $18.6K
|
18.8K
$190K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.16K+ 13.11% |
$16.8K - $18.6K
|
18.6K
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.91K+ 6.13% |
$14.8K - $16.4K
|
33K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.87K+ 10.03% |
$14.5K - $16.1K
|
20.5K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.63K+ 0.76% |
$12.7K - $14.1K
|
216K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.63KNew |
$12.7K - $14.1K
|
1.63K
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.59K+ 3.61% |
$12.3K - $13.7K
|
45.6K
$459K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.54K+ 1.91% |
$12K - $13.3K
|
82.1K
$828K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$12K - $13.2K
|
1.54K
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 7.89% |
$11.8K - $13K
|
20.7K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 13.64% |
$11.4K - $12.7K
|
12.2K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.45KNew |
$11.3K - $12.5K
|
1.45K
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.45KNew |
$11.3K - $12.5K
|
1.45K
$14.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.43K+ 7.33% |
$11.1K - $12.3K
|
20.9K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.31K+ 2.39% |
$10.2K - $11.3K
|
56.1K
$566K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.31K+ 4.53% |
$10.2K - $11.3K
|
30.2K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.27KNew |
$9.87K - $10.9K
|
1.27K
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.16K+ 1.84% |
$9.02K - $9.99K
|
64.1K
$647K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.15KNew |
$8.95K - $9.91K
|
1.15K
$11.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.13K+ 7.83% |
$8.81K - $9.76K
|
15.6K
$157K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.12K+ 7.74% |
$8.74K - $9.68K
|
15.6K
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.11K+ 94.22% |
$8.62K - $9.55K
|
2.28K
$23K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.07KNew |
$8.32K - $9.22K
|
1.07K
$10.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.06KNew |
$8.28K - $9.17K
|
1.06K
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 4.75% |
$8.17K - $9.05K
|
23.2K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.04K+ 90.78% |
$8.12K - $9K
|
2.19K
$22.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.01K+ 5.16% |
$7.86K - $8.71K
|
20.6K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
992+ 4.71% |
$7.72K - $8.55K
|
22.1K
$222K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
992+ 4.3% |
$7.72K - $8.55K
|
24.1K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
898New |
$6.99K - $7.74K
|
898
$9.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
848+ 19.13% |
$6.6K - $7.31K
|
5.28K
$53.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
803New |
$6.25K - $6.92K
|
803
$8.09K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
801+ 88.7% |
$6.23K - $6.9K
|
1.7K
$17.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
795+ 11.27% |
$6.19K - $6.85K
|
7.85K
$79.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
743New |
$5.78K - $6.4K
|
743
$7.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
742+ 0.38% |
$5.77K - $6.4K
|
196K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
741New |
$5.76K - $6.39K
|
741
$7.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
718+ 7.04% |
$5.59K - $6.19K
|
10.9K
$110K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
709New |
$5.52K - $6.11K
|
709
$7.15K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
629+ 4.5% |
$4.89K - $5.42K
|
14.6K
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
620+ 5.0% |
$4.82K - $5.34K
|
13K
$131K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
619+ 8.45% |
$4.82K - $5.34K
|
7.95K
$80.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
610+ 29.54% |
$4.75K - $5.26K
|
2.68K
$27K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600New |
$4.67K - $5.17K
|
600
$6.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
598New |
$4.65K - $5.15K
|
598
$6.03K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
580New |
$4.51K - $5K
|
580
$5.85K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
580New |
$4.51K - $5K
|
580
$5.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
533+ 0.89% |
$4.15K - $4.59K
|
60.6K
$611K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
525+ 4.89% |
$4.08K - $4.53K
|
11.3K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
523New |
$4.07K - $4.51K
|
523
$5.27K
|