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 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.65KNew |
$354K - $420K
|
1.65K
$289K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.63KNew |
$350K - $415K
|
1.63K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
1.63K+ 4.68% |
$349K - $414K
|
36.4K
$6.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.62K+ 15.03% |
$348K - $413K
|
12.4K
$2.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.6KNew |
$343K - $407K
|
1.6K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.58KNew |
$340K - $403K
|
1.58K
$277K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.58K+ 64.66% |
$338K - $401K
|
4.02K
$702K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.55K+ 42.49% |
$333K - $395K
|
5.21K
$911K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1.51K+ 38.13% |
$324K - $384K
|
5.47K
$956K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.5KNew |
$322K - $382K
|
1.5K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.5K+ 3.38% |
$321K - $381K
|
45.9K
$8.02M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.49KNew |
$320K - $380K
|
1.49K
$261K
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.46KNew |
$312K - $370K
|
1.46K
$254K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.38K+ 292.78% |
$296K - $351K
|
1.85K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.37K+ 10.26% |
$293K - $348K
|
14.7K
$2.57M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.36K+ 8.91% |
$292K - $347K
|
16.7K
$2.91M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.34K+ 1.2% |
$287K - $341K
|
113K
$19.8M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.34K+ 16.36% |
$287K - $340K
|
9.52K
$1.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.33K+ 76.92% |
$286K - $339K
|
3.07K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 25.58% |
$284K - $337K
|
6.5K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.31K+ 31.99% |
$281K - $334K
|
5.41K
$946K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.29KNew |
$277K - $328K
|
1.29K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.27K+ 67.04% |
$273K - $324K
|
3.17K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.23K+ 28.35% |
$263K - $312K
|
5.55K
$970K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.22K+ 0.56% |
$261K - $309K
|
219K
$38.3M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.21K+ 52.99% |
$258K - $307K
|
3.48K
$608K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.18KNew |
$252K - $299K
|
1.18K
$205K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.15K+ 24.19% |
$247K - $293K
|
5.91K
$1.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.15KNew |
$246K - $292K
|
1.15K
$201K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.14K+ 7.28% |
$244K - $289K
|
16.8K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 0.15% |
$243K - $289K
|
763K
$133M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.12KNew |
$240K - $285K
|
1.12K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.1KNew |
$236K - $280K
|
1.1K
$192K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.1K+ 29.68% |
$236K - $279K
|
4.8K
$839K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.09KNew |
$233K - $277K
|
1.09K
$190K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 11.24% |
$233K - $277K
|
10.8K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.09K+ 16.46% |
$233K - $276K
|
7.68K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.07KNew |
$229K - $272K
|
1.07K
$187K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06K+ 14.4% |
$228K - $270K
|
8.43K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.05K+ 5.56% |
$226K - $268K
|
20K
$3.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 23.56% |
$221K - $262K
|
5.39K
$942K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.02K+ 31.4% |
$218K - $259K
|
4.26K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$218K - $258K
|
1.02K
$177K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 22.08% |
$215K - $255K
|
5.55K
$970K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
994New |
$213K - $253K
|
994
$174K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
984New |
$211K - $250K
|
984
$172K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
975New |
$209K - $248K
|
975
$170K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
972+ 3.97% |
$209K - $247K
|
25.4K
$4.45M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
968+ 1.94% |
$208K - $246K
|
50.8K
$8.88M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
965+ 22.42% |
$207K - $246K
|
5.27K
$921K
|