Purchases and Sales Made in Q1 2023 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q1 2023. The information is specifically focused on institutions that hold shares of HERSHEY CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33New |
$7.08K - $8.4K
|
33
$5.77K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
33+ 0.97% |
$7.08K - $8.4K
|
3.42K
$598K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
32+ 2.08% |
$6.86K - $8.14K
|
1.57K
$275K
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
31+ 0.46% |
$6.65K - $7.89K
|
6.81K
$1.19M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 310.0% |
$6.65K - $7.89K
|
41
$7.17K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
30+ 3.29% |
$6.44K - $7.63K
|
941
$164K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
30+ 1.95% |
$6.44K - $7.63K
|
1.57K
$274K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
29+ 1.13% |
$6.22K - $7.38K
|
2.59K
$452K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 1.49% |
$6.22K - $7.38K
|
1.97K
$344K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.18% |
$5.58K - $6.61K
|
14.3K
$2.51M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26+ 1.4% |
$5.58K - $6.61K
|
1.88K
$329K
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
25+ 2.63% |
$5.36K - $6.36K
|
975
$170K
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
25+ 0.25% |
$5.36K - $6.36K
|
10K
$1.76M
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
24+ 1.65% |
$5.15K - $6.11K
|
1.48K
$259K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
24+ 2.71% |
$5.15K - $6.11K
|
910
$159K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24+ 1.35% |
$5.15K - $6.11K
|
1.8K
$314K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24+ 1.84% |
$5.15K - $6.11K
|
1.33K
$233K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
23+ 1.64% |
$4.93K - $5.85K
|
1.42K
$249K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.43% |
$4.72K - $5.6K
|
5.14K
$898K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
22+ 1.12% |
$4.72K - $5.6K
|
1.98K
$347K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
21New |
$4.5K - $5.34K
|
21
$3.67K
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
20+ 1.46% |
$4.29K - $5.09K
|
1.39K
$243K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
20+ 0.0% |
$4.29K - $5.09K
|
14.7M
$2.57B
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
19+ 0.32% |
$4.08K - $4.83K
|
5.92K
$1.03M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18+ 1.29% |
$3.86K - $4.58K
|
1.41K
$246K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
18+ 1.76% |
$3.86K - $4.58K
|
1.04K
$182K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
17New |
$3.65K - $4.32K
|
17
$2.97K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 121.43% |
$3.65K - $4.32K
|
31
$5.42K
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
15+ 0.68% |
$3.22K - $3.82K
|
2.24K
$391K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 1.18% |
$3.22K - $3.82K
|
1.29K
$226K
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.43% |
$3.22K - $3.82K
|
3.5K
$613K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15New |
$3.22K - $3.82K
|
15
$2.62K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 3.47% |
$3K - $3.56K
|
418
$73.1K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
14+ 0.14% |
$3K - $3.56K
|
9.82K
$1.72M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.3% |
$3K - $3.56K
|
4.62K
$808K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 325.0% |
$2.79K - $3.31K
|
17
$2.97K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.24% |
$2.36K - $2.8K
|
4.58K
$800K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10+ 0.69% |
$2.15K - $2.54K
|
1.45K
$253K
|
|
Apr 20, 2023
Q1 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
10+ 0.43% |
$2.15K - $2.54K
|
2.32K
$405K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10+ 0.45% |
$2.15K - $2.54K
|
2.22K
$388K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10+ 0.85% |
$2.15K - $2.54K
|
1.19K
$208K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10New |
$2.15K - $2.54K
|
10
$1.75K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.06% |
$1.93K - $2.29K
|
14.3K
$2.5M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 3.35% |
$1.93K - $2.29K
|
278
$48.6K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.19% |
$1.93K - $2.29K
|
4.69K
$819K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
8+ 0.42% |
$1.72K - $2.04K
|
1.9K
$332K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
8+ 0.92% |
$1.72K - $2.04K
|
875
$153K
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
8+ 0.48% |
$1.72K - $2.04K
|
1.69K
$295K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.7% |
$1.72K - $2.04K
|
1.16K
$202K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8New |
$1.72K - $2.04K
|
8
$1.4K
|