Institutional Ownership Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY). We have compiled data on the 1,539 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $21.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
4,169
shares
|
$722,446
0.01% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,157
shares
|
$720,366
0.08% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,130
shares
|
$715,687
0.02% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
4,078
shares
|
$706,676
0.26% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
4,062
shares
|
$703,903
0.3% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
4,054
shares
|
$702,517
0.08% of portfolio
|
Q3 2024
Added 32.96%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,048
shares
|
$701,477
0.15% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
4,039
shares
|
$699,918
0.49% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
4,023
shares
|
$697,145
0.01% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,020
shares
|
$696,625
0.04% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,015
shares
|
$695,759
0.07% of portfolio
|
Q3 2024
Added 59.52%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
4,000
shares
|
$693,160
0.12% of portfolio
|
Q2 2022
Reduced 0.07%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,000
shares
|
$693,160
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$693,160
0.19% of portfolio
|
Q2 2018
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$693,160
0.01% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,989
shares
|
$691,253
0.07% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,977
shares
|
$689,174
0.05% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,977
shares
|
$689,174
0.0% of portfolio
|
Q3 2024
Reduced 89.89%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,966
shares
|
$687,268
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,961
shares
|
$686,401
0.01% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,958
shares
|
$685,881
0.01% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,929
shares
|
$680,856
0.06% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,923
shares
|
$679,816
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,911
shares
|
$677,737
0.07% of portfolio
|
Q3 2024
Reduced 29.35%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
3,902
shares
|
$676,177
0.05% of portfolio
|
Q3 2024
Reduced 8.49%
|