Purchases and Sales Made in Q1 2024 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
373+ 26.05% |
$68.6K - $75.5K
|
1.81K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
372+ 11.78% |
$68.4K - $75.3K
|
3.53K
$557K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
367+ 1.38% |
$67.5K - $74.2K
|
27K
$4.26M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
357+ 2.34% |
$65.7K - $72.2K
|
15.6K
$2.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
354+ 26.36% |
$65.1K - $71.6K
|
1.7K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
352+ 17.64% |
$64.8K - $71.2K
|
2.35K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
351+ 0.56% |
$64.6K - $71K
|
63.2K
$9.97M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
347+ 18.26% |
$63.8K - $70.2K
|
2.25K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
346+ 8.38% |
$63.7K - $70K
|
4.48K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
346+ 2.31% |
$63.7K - $70K
|
15.3K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
344+ 0.76% |
$63.3K - $69.6K
|
45.7K
$7.21M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
335+ 5.7% |
$61.6K - $67.8K
|
6.21K
$981K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
331+ 10.06% |
$60.9K - $67K
|
3.62K
$572K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
330+ 49.03% |
$60.7K - $66.8K
|
1K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
323+ 55.12% |
$59.4K - $65.3K
|
909
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
321+ 9.83% |
$59.1K - $64.9K
|
3.59K
$566K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
316+ 21.25% |
$58.1K - $63.9K
|
1.8K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
315+ 8.53% |
$58K - $63.7K
|
4.01K
$632K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
309+ 28.19% |
$56.9K - $62.5K
|
1.41K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
307+ 10.49% |
$56.5K - $62.1K
|
3.23K
$510K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
300New |
$55.2K - $60.7K
|
300
$47.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
300+ 5.85% |
$55.2K - $60.7K
|
5.43K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
294+ 10.78% |
$54.1K - $59.5K
|
3.02K
$477K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
289+ 16.22% |
$53.2K - $58.5K
|
2.07K
$327K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
287+ 8.05% |
$52.8K - $58.1K
|
3.85K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
281+ 281.0% |
$51.7K - $56.8K
|
381
$60.2K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
275+ 10.73% |
$50.6K - $55.6K
|
2.84K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
270+ 7.53% |
$49.7K - $54.6K
|
3.86K
$609K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
264+ 13.46% |
$48.6K - $53.4K
|
2.23K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
263+ 6.54% |
$48.4K - $53.2K
|
4.29K
$677K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
261+ 2.63% |
$48K - $52.8K
|
10.2K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
255+ 9.93% |
$46.9K - $51.6K
|
2.82K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
250+ 10.18% |
$46K - $50.6K
|
2.71K
$427K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
250+ 12.72% |
$46K - $50.6K
|
2.22K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
250+ 2.42% |
$46K - $50.6K
|
10.6K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
249+ 3.25% |
$45.8K - $50.4K
|
7.92K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
248+ 14.54% |
$45.6K - $50.2K
|
1.95K
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
248+ 21.79% |
$45.6K - $50.2K
|
1.39K
$219K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
245+ 1.34% |
$45.1K - $49.6K
|
18.6K
$2.93M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
242+ 14.82% |
$44.5K - $49K
|
1.88K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
239+ 8.69% |
$44K - $48.4K
|
2.99K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
239+ 2.19% |
$44K - $48.4K
|
11.2K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
236+ 16.61% |
$43.4K - $47.7K
|
1.66K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
230+ 6.32% |
$42.3K - $46.5K
|
3.87K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
229+ 7.54% |
$42.1K - $46.3K
|
3.27K
$516K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
226New |
$41.6K - $45.7K
|
226
$35.7K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
226+ 4.45% |
$41.6K - $45.7K
|
5.3K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
222+ 2.51% |
$40.8K - $44.9K
|
9.05K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
221+ 60.55% |
$40.7K - $44.7K
|
586
$92.5K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
216+ 4.78% |
$39.7K - $43.7K
|
4.74K
$748K
|