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 |
---|---|---|---|---|---|---|---|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
60New |
$14.9K - $16.6K
|
60
$9.72K
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
847New |
$211K - $234K
|
847
$137K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
197+ 7.14% |
$49K - $54.4K
|
2.96K
$479K
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
4+ 0.22% |
$995 - $1.11K
|
1.82K
$295K
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1+ 0.11% |
$249 - $276
|
946
$153K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5New |
$1.24K - $1.38K
|
5
$810
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.75K- 69.92% |
$683K - $759K
|
1.18K
$191K
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-65- 7.26% |
$16.2K - $18K
|
830
$134K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 12.5% |
$497 - $553
|
14
$2.27K
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
828New |
$206K - $229K
|
828
$134K
|
|
Q1 2023 | |||||||
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
2.62KNew |
$563K - $667K
|
2.62K
$425K
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
25K+ 15.08% |
$5.37M - $6.37M
|
191K
$30.9M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
811New |
$174K - $206K
|
811
$131K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6.09K- 99.9% |
$1.31M - $1.55M
|
6
$972
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
984New |
$211K - $250K
|
984
$159K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
890New |
$191K - $226K
|
890
$144K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-246- 96.85% |
$52.8K - $62.6K
|
8
$1.3K
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20KNew |
$4.29M - $5.09M
|
20K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
9.23KNew |
$1.98M - $2.35M
|
9.23K
$1.49M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$354K - $420K
|
1.65K
$268K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
805New |
$173K - $205K
|
805
$130K
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$218K - $258K
|
1.02K
$164K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.2KNew |
$257K - $305K
|
1.2K
$194K
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
1.63K+ 4.68% |
$349K - $414K
|
36.4K
$5.89M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
49New |
$10.5K - $12.5K
|
49
$7.94K
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
58.4KNew |
$12.5M - $14.8M
|
58.4K
$9.45M
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
21K+ 2359.55% |
$4.5M - $5.34M
|
21.9K
$3.55M
|
|
May 15, 2023
Q1 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
90KNew |
$19.3M - $22.9M
|
90K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
800New |
$172K - $204K
|
800
$130K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.66KNew |
$356K - $422K
|
1.66K
$269K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5- 0.31% |
$1.07K - $1.27K
|
1.63K
$265K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-46- 18.7% |
$9.87K - $11.7K
|
200
$32.4K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-42- 6.11% |
$9.01K - $10.7K
|
645
$104K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.75K+ 44.25% |
$1.88M - $2.23M
|
28.5K
$4.62M
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$215 - $254
|
639
$103K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
805New |
$173K - $205K
|
805
$130K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.25MNew |
$269M - $318M
|
1.25M
$203M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.22K+ 28.49% |
$904K - $1.07M
|
19K
$3.08M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8New |
$1.72K - $2.04K
|
8
$1.3K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
85New |
$18.2K - $21.6K
|
85
$13.8K
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
845New |
$181K - $215K
|
845
$137K
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-20- 1.41% |
$4.29K - $5.09K
|
1.4K
$227K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-585- 18.59% |
$125K - $149K
|
2.56K
$415K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$215 - $254
|
1
$162
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
42K+ 104.98% |
$9.01M - $10.7M
|
82K
$13.3M
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
830New |
$178K - $211K
|
830
$134K
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
845New |
$181K - $215K
|
845
$137K
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-655Closed |
$141K - $167K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-874- 12.82% |
$187K - $222K
|
5.94K
$962K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
237+ 4.35% |
$50.8K - $60.3K
|
5.69K
$921K
|