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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-250- 0.79% |
$1.95K - $2.16K
|
31.5K
$318K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-255- 46.62% |
$1.98K - $2.2K
|
292
$2.94K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-259- 14.6% |
$2.02K - $2.23K
|
1.52K
$15.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-268- 2.15% |
$2.09K - $2.31K
|
12.2K
$123K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-285- 0.27% |
$2.22K - $2.46K
|
105K
$1.06M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-294Closed |
$2.29K - $2.53K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-300- 30.61% |
$2.33K - $2.59K
|
680
$6.85K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-311- 3.13% |
$2.42K - $2.68K
|
9.63K
$97.1K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-315- 36.42% |
$2.45K - $2.72K
|
550
$5.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-329- 2.58% |
$2.56K - $2.84K
|
12.4K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-361- 2.27% |
$2.81K - $3.11K
|
15.6K
$157K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-380- 2.45% |
$2.96K - $3.28K
|
15.1K
$153K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-388- 5.84% |
$3.02K - $3.34K
|
6.25K
$63K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-395- 67.64% |
$3.07K - $3.4K
|
189
$1.91K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-396- 0.45% |
$3.08K - $3.41K
|
87.9K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 2.96% |
$3.11K - $3.45K
|
13.1K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 1.9% |
$3.11K - $3.45K
|
20.6K
$208K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-402- 67.45% |
$3.13K - $3.47K
|
194
$1.96K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-441- 39.41% |
$3.43K - $3.8K
|
678
$6.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-450- 19.91% |
$3.5K - $3.88K
|
1.81K
$18.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-518- 61.96% |
$4.03K - $4.47K
|
318
$3.21K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-526- 23.27% |
$4.09K - $4.53K
|
1.73K
$17.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-569- 34.51% |
$4.43K - $4.9K
|
1.08K
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-569- 34.51% |
$4.43K - $4.9K
|
1.08K
$10.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-591- 4.03% |
$4.6K - $5.09K
|
14.1K
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-600- 83.1% |
$4.67K - $5.17K
|
122
$1.23K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-621- 4.81% |
$4.83K - $5.35K
|
12.3K
$124K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-639- 5.51% |
$4.97K - $5.51K
|
11K
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-654- 4.37% |
$5.09K - $5.64K
|
14.3K
$144K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-673- 65.85% |
$5.24K - $5.8K
|
349
$3.52K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-700- 4.19% |
$5.45K - $6.03K
|
16K
$161K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-703- 2.51% |
$5.47K - $6.06K
|
27.3K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-709- 4.9% |
$5.52K - $6.11K
|
13.8K
$139K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-720- 6.58% |
$5.6K - $6.21K
|
10.2K
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-739- 5.39% |
$5.75K - $6.37K
|
13K
$131K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-779- 17.31% |
$6.06K - $6.71K
|
3.72K
$37.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-800- 33.78% |
$6.22K - $6.9K
|
1.57K
$15.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-808- 0.6% |
$6.29K - $6.96K
|
133K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-838- 2.97% |
$6.52K - $7.22K
|
27.4K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-855- 4.8% |
$6.65K - $7.37K
|
17K
$171K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-861- 7.9% |
$6.7K - $7.42K
|
10K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-866- 9.15% |
$6.74K - $7.46K
|
8.6K
$86.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-894- 6.29% |
$6.96K - $7.71K
|
13.3K
$134K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-959- 21.56% |
$7.46K - $8.27K
|
3.49K
$35.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-969- 87.06% |
$7.54K - $8.35K
|
144
$1.45K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 10.73% |
$7.9K - $8.76K
|
8.45K
$85.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.02K- 69.91% |
$7.94K - $8.79K
|
439
$4.43K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.05K- 3.56% |
$8.17K - $9.05K
|
28.5K
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.07K- 3.67% |
$8.33K - $9.23K
|
28.1K
$283K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.15K- 15.91% |
$8.97K - $9.94K
|
6.09K
$61.4K
|