Purchases and Sales Made in Q4 2024 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
999New |
$9.22K - $10.7K
|
999
$10.1K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
915+ 4.7% |
$8.45K - $9.8K
|
20.4K
$205K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
906+ 1.71% |
$8.36K - $9.7K
|
53.9K
$543K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
894+ 2.25% |
$8.25K - $9.57K
|
40.7K
$410K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
884+ 8.08% |
$8.16K - $9.47K
|
11.8K
$119K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
838+ 10.35% |
$7.73K - $8.97K
|
8.94K
$90.1K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
825+ 86.21% |
$7.61K - $8.84K
|
1.78K
$18K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
800New |
$7.38K - $8.57K
|
800
$8.06K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
773New |
$7.13K - $8.28K
|
773
$7.79K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
758New |
$7K - $8.12K
|
758
$7.64K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
732New |
$6.76K - $7.84K
|
732
$7.38K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
697+ 3.5% |
$6.43K - $7.46K
|
20.6K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
650+ 448.28% |
$6K - $6.96K
|
795
$8.01K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
649+ 8.89% |
$5.99K - $6.95K
|
7.95K
$80.1K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
636+ 3.61% |
$5.87K - $6.81K
|
18.2K
$184K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
600+ 257.51% |
$5.54K - $6.43K
|
833
$8.4K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
591+ 4.38% |
$5.45K - $6.33K
|
14.1K
$142K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
589New |
$5.44K - $6.31K
|
589
$5.94K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
522New |
$4.82K - $5.59K
|
522
$5.26K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
517New |
$4.77K - $5.54K
|
517
$5.21K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
445New |
$4.11K - $4.77K
|
445
$4.49K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
441+ 16.26% |
$4.07K - $4.72K
|
3.15K
$31.8K
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
441+ 48.41% |
$4.07K - $4.72K
|
1.35K
$13.6K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
433+ 16.81% |
$4K - $4.64K
|
3.01K
$30.3K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
423+ 0.42% |
$3.9K - $4.53K
|
101K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
388New |
$3.58K - $4.16K
|
388
$3.91K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
386+ 2.61% |
$3.56K - $4.13K
|
15.2K
$153K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
383New |
$3.54K - $4.1K
|
383
$3.86K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
382+ 2.38% |
$3.53K - $4.09K
|
16.5K
$166K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
374+ 88.0% |
$3.45K - $4.01K
|
799
$8.05K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
361New |
$3.33K - $3.87K
|
361
$3.64K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
330+ 2.26% |
$3.05K - $3.53K
|
15K
$151K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
326New |
$3.01K - $3.49K
|
326
$3.29K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
305New |
$2.82K - $3.27K
|
305
$3.07K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
295+ 7.66% |
$2.72K - $3.16K
|
4.15K
$41.8K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
279+ 4.2% |
$2.58K - $2.99K
|
6.92K
$69.7K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
274+ 1.42% |
$2.53K - $2.93K
|
19.6K
$197K
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
269+ 0.33% |
$2.48K - $2.88K
|
80.8K
$815K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
266+ 1.77% |
$2.46K - $2.85K
|
15.3K
$154K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
250+ 0.41% |
$2.31K - $2.68K
|
61.3K
$618K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
248+ 1.1% |
$2.29K - $2.66K
|
22.8K
$230K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
229New |
$2.11K - $2.45K
|
229
$2.31K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
226New |
$2.09K - $2.42K
|
226
$2.28K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
221+ 5.06% |
$2.04K - $2.37K
|
4.59K
$46.2K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
221New |
$2.04K - $2.37K
|
221
$2.23K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
216+ 1.48% |
$1.99K - $2.31K
|
14.8K
$150K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
208New |
$1.92K - $2.23K
|
208
$2.1K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
203+ 48.1% |
$1.87K - $2.17K
|
625
$6.3K
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
186+ 1.16% |
$1.72K - $1.99K
|
16.3K
$164K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
172+ 25.26% |
$1.59K - $1.84K
|
853
$8.6K
|