Purchases and Sales Made in Q4 2025 in Haleon PLC (HLN)
This table provides information about the institutional ownership of Haleon PLC (HLN) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
493K+ 1721.72% |
$4.33M - $4.88M
|
522K
$5M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
342KNew |
$3.01M - $3.39M
|
342K
$3.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
162K+ 17.4% |
$1.43M - $1.61M
|
1.1M
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
75.5K+ 77.82% |
$663K - $747K
|
172K
$1.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
44.3KNew |
$389K - $438K
|
44.3K
$425K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
43K+ 375.78% |
$378K - $426K
|
54.4K
$522K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
32.3K+ 97.12% |
$284K - $319K
|
65.5K
$628K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.7K+ 48.6% |
$235K - $265K
|
81.7K
$784K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
25.5K+ 11.41% |
$224K - $253K
|
249K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
17K+ 75.03% |
$149K - $168K
|
39.6K
$380K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13.9K+ 51.0% |
$122K - $138K
|
41.2K
$395K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
13.1KNew |
$115K - $129K
|
13.1K
$125K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.8K+ 49.8% |
$112K - $127K
|
38.5K
$369K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.3KNew |
$108K - $122K
|
12.3K
$118K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11KNew |
$96.7K - $109K
|
11K
$105K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$93.6K - $105K
|
10.7K
$102K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
10.6K+ 47.46% |
$92.9K - $105K
|
32.9K
$315K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.9K+ 306.44% |
$87K - $98K
|
13.1K
$126K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 75.33% |
$86.6K - $97.5K
|
22.9K
$220K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.9K+ 27.17% |
$78.2K - $88.1K
|
41.7K
$399K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
5.75K+ 6.14% |
$50.5K - $56.9K
|
99.4K
$953K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.81K+ 23.24% |
$42.3K - $47.6K
|
25.5K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.21K+ 4.41% |
$28.2K - $31.7K
|
75.9K
$728K
|
|
|
Jan 20, 2026
Q4 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.36K+ 24.29% |
$20.7K - $23.3K
|
12.1K
$116K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2K+ 930.23% |
$17.6K - $19.8K
|
2.22K
$21.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1.25K+ 26.58% |
$11K - $12.4K
|
5.96K
$57.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
931+ 8.06% |
$8.18K - $9.22K
|
12.5K
$120K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
819+ 27.3% |
$7.2K - $8.11K
|
3.82K
$36.6K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
807New |
$7.09K - $7.99K
|
807
$7.74K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
700+ 233.33% |
$6.15K - $6.93K
|
1K
$9.59K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
600+ 26.85% |
$5.27K - $5.94K
|
2.84K
$27.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
470+ 89.18% |
$4.13K - $4.65K
|
997
$9.56K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
431+ 1.19% |
$3.79K - $4.27K
|
36.8K
$353K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
402+ 24.45% |
$3.53K - $3.98K
|
2.05K
$19.6K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
378New |
$3.32K - $3.74K
|
378
$3.63K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
363+ 181.5% |
$3.19K - $3.59K
|
563
$5.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
360+ 9.5% |
$3.16K - $3.56K
|
4.15K
$39.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
339New |
$2.98K - $3.36K
|
339
$3.25K
|
|
|
Jan 23, 2026
Q4 2025
|
Cambiar Investors LLC
|
BUY
|
- |
326+ 0.49% |
$2.87K - $3.23K
|
66.3K
$636K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309+ 28.12% |
$2.72K - $3.06K
|
1.41K
$13.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
308New |
$2.71K - $3.05K
|
308
$2.95K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
302+ 0.46% |
$2.65K - $2.99K
|
66.4K
$636K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$1.76K - $1.98K
|
200
$1.92K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
192+ 0.29% |
$1.69K - $1.9K
|
67.2K
$645K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
172New |
$1.51K - $1.7K
|
172
$1.65K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
170New |
$1.49K - $1.68K
|
170
$1.63K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
164+ 13.33% |
$1.44K - $1.62K
|
1.39K
$13.4K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
87+ 13.96% |
$765 - $861
|
710
$6.81K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
68+ 9.65% |
$598 - $673
|
773
$7.41K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
66+ 64.71% |
$580 - $653
|
168
$1.61K
|
|