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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
35+ 81.4% |
$6.44K - $7.08K
|
78
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35New |
$6.44K - $7.08K
|
35
$6.12K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
33+ 0.92% |
$6.07K - $6.68K
|
3.61K
$630K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 266.67% |
$5.89K - $6.47K
|
44
$7.69K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
32+ 1.18% |
$5.89K - $6.47K
|
2.73K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
30+ 1.61% |
$5.52K - $6.07K
|
1.89K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
30+ 0.42% |
$5.52K - $6.07K
|
7.21K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
29+ 2.25% |
$5.34K - $5.87K
|
1.32K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
28+ 58.33% |
$5.15K - $5.66K
|
76
$13.3K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
28+ 1.27% |
$5.15K - $5.66K
|
2.24K
$392K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28+ 0.7% |
$5.15K - $5.66K
|
4.02K
$703K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27+ 0.32% |
$4.97K - $5.46K
|
8.4K
$1.47M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
26+ 2.27% |
$4.78K - $5.26K
|
1.17K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$4.6K - $5.06K
|
25
$4.37K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
24+ 2.19% |
$4.42K - $4.86K
|
1.12K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24New |
$4.42K - $4.86K
|
24
$4.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
23+ 1.35% |
$4.23K - $4.65K
|
1.72K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
23New |
$4.23K - $4.65K
|
23
$4.02K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
22+ 0.47% |
$4.05K - $4.45K
|
4.72K
$826K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
22+ 1.8% |
$4.05K - $4.45K
|
1.24K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20+ 1.4% |
$3.68K - $4.05K
|
1.45K
$253K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
20+ 1.36% |
$3.68K - $4.05K
|
1.49K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
20New |
$3.68K - $4.05K
|
20
$3.5K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
20+ 0.46% |
$3.68K - $4.05K
|
4.41K
$770K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
19New |
$3.5K - $3.84K
|
19
$3.32K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
19+ 0.2% |
$3.5K - $3.84K
|
9.59K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 6.36% |
$3.31K - $3.64K
|
301
$52.6K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
18+ 1.64% |
$3.31K - $3.64K
|
1.12K
$195K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 1.53% |
$3.13K - $3.44K
|
1.13K
$197K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 1.18% |
$3.13K - $3.44K
|
1.45K
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.62% |
$2.94K - $3.24K
|
2.6K
$454K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.96% |
$2.94K - $3.24K
|
556
$97.2K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.45% |
$2.94K - $3.24K
|
3.61K
$631K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16+ 0.86% |
$2.94K - $3.24K
|
1.87K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 27.78% |
$2.76K - $3.03K
|
69
$12.1K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
15+ 2.24% |
$2.76K - $3.03K
|
684
$120K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.62% |
$2.76K - $3.03K
|
2.44K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
15+ 88.24% |
$2.76K - $3.03K
|
32
$5.59K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
13+ 0.33% |
$2.39K - $2.63K
|
3.96K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.25% |
$2.21K - $2.43K
|
4.76K
$831K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11+ 22.0% |
$2.02K - $2.23K
|
61
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11+ 0.73% |
$2.02K - $2.23K
|
1.52K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.85% |
$1.84K - $2.02K
|
1.19K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 1.3% |
$1.84K - $2.02K
|
777
$136K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10+ 0.86% |
$1.84K - $2.02K
|
1.18K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.33% |
$1.66K - $1.82K
|
2.74K
$479K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.71% |
$1.66K - $1.82K
|
1.29K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.35% |
$1.66K - $1.82K
|
2.55K
$446K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
$1.47K - $1.62K
|
2.38K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8+ 0.67% |
$1.47K - $1.62K
|
1.21K
$211K
|