Latest Institutional Transactions on Hershey CO (HSY)
This table provides information on the latest institutional transactions involving Hershey CO (HSY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
998+ 10.14% |
$168K - $193K
|
10.8K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
111New |
$18.7K - $21.5K
|
111
$18K
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
64+ 5.59% |
$10.8K - $12.4K
|
1.21K
$196K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.77% |
$169 - $194
|
131
$21.2K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13New |
$2.19K - $2.52K
|
13
$2.11K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-195- 97.5% |
$32.9K - $37.8K
|
5
$810
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4New |
$675 - $775
|
4
$648
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-7.98K- 35.88% |
$1.35M - $1.54M
|
14.3K
$2.31M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$169 - $194
|
1
$162
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-50- 35.46% |
$8.43K - $9.68K
|
91
$14.7K
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.16K- 26.46% |
$196K - $225K
|
3.23K
$524K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-8.33K- 58.45% |
$1.4M - $1.61M
|
5.92K
$959K
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.44KNew |
$243K - $279K
|
1.44K
$234K
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.4K- 24.11% |
$574K - $659K
|
10.7K
$1.74M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-625- 27.57% |
$105K - $121K
|
1.64K
$266K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-261- 16.35% |
$44K - $50.5K
|
1.34K
$216K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-55- 93.22% |
$9.28K - $10.7K
|
4
$648
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-135- 9.45% |
$22.8K - $26.1K
|
1.29K
$209K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.6KNew |
$777K - $892K
|
4.6K
$746K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
97+ 142.65% |
$16.4K - $18.8K
|
165
$26.7K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.5KNew |
$253K - $290K
|
1.5K
$243K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 8.16% |
$33.7K - $38.7K
|
2.25K
$365K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
20New |
$3.37K - $3.87K
|
20
$3.24K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
35New |
$5.9K - $6.78K
|
35
$5.67K
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-961- 15.61% |
$162K - $186K
|
5.2K
$841K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-5- 0.59% |
$843 - $968
|
844
$137K
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
100+ 9.17% |
$16.9K - $19.4K
|
1.19K
$193K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
101New |
$17K - $19.6K
|
101
$16.4K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-40- 2.26% |
$6.75K - $7.75K
|
1.73K
$280K
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.24K- 35.6% |
$378K - $434K
|
4.05K
$656K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
6+ 0.05% |
$1.01K - $1.16K
|
11.1K
$1.8M
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
763+ 71.31% |
$129K - $148K
|
1.83K
$297K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 13.1% |
$33.7K - $38.7K
|
1.33K
$215K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-307- 63.69% |
$51.8K - $59.5K
|
175
$28.3K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
30+ 1.78% |
$5.06K - $5.81K
|
1.72K
$278K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
210+ 210.0% |
$35.4K - $40.7K
|
310
$50.2K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-48- 66.67% |
$8.1K - $9.3K
|
24
$3.89K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
160+ 10.67% |
$27K - $31K
|
1.66K
$269K
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
1.06K+ 2.76% |
$178K - $205K
|
39.4K
$6.37M
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-6- 0.6% |
$1.01K - $1.16K
|
1K
$162K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-180- 9.0% |
$30.4K - $34.9K
|
1.82K
$295K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
1New |
$169 - $194
|
1
$162
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78- 20.63% |
$13.2K - $15.1K
|
300
$48.6K
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
150+ 3.99% |
$25.3K - $29K
|
3.91K
$634K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.18KNew |
$199K - $229K
|
1.18K
$191K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$337 - $387
|
2
$324
|
|
Q3 2024 | |||||||
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
2.06K+ 32.6% |
$375K - $418K
|
8.37K
$1.35M
|
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
CALL |
4KNew |
$730K - $813K
|
4K
$648K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.18KNew |
$215K - $240K
|
1.18K
$191K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
542+ 3.21% |
$98.9K - $110K
|
17.4K
$2.82M
|