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 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 1.4% |
$552 - $607
|
212
$37.1K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4- 36.36% |
$736 - $809
|
7
$1.22K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4- 0.27% |
$736 - $809
|
1.5K
$262K
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5- 0.04% |
$920 - $1.01K
|
14.1K
$2.46M
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5- 0.15% |
$920 - $1.01K
|
3.27K
$572K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 17.86% |
$920 - $1.01K
|
23
$4.02K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5- 0.07% |
$920 - $1.01K
|
6.75K
$1.18M
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-5- 0.16% |
$920 - $1.01K
|
3.03K
$529K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 3.14% |
$920 - $1.01K
|
154
$26.9K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5- 2.37% |
$920 - $1.01K
|
206
$36K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$1.1K - $1.21K
|
12.3K
$2.15M
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 0.01% |
$1.1K - $1.21K
|
52.3K
$9.14M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-7- 6.42% |
$1.29K - $1.42K
|
102
$17.8K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.94% |
$1.29K - $1.42K
|
740
$129K
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-7- 0.61% |
$1.29K - $1.42K
|
1.15K
$201K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-9- 13.04% |
$1.66K - $1.82K
|
60
$10.5K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 30.3% |
$1.84K - $2.02K
|
23
$4.02K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-10- 11.76% |
$1.84K - $2.02K
|
75
$13.1K
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-10- 0.02% |
$1.84K - $2.02K
|
58.9K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 40.0% |
$1.84K - $2.02K
|
15
$2.62K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.76% |
$1.84K - $2.02K
|
1.31K
$229K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-12- 0.56% |
$2.21K - $2.43K
|
2.11K
$369K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-12- 0.37% |
$2.21K - $2.43K
|
3.25K
$568K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-13- 1.03% |
$2.39K - $2.63K
|
1.25K
$219K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13- 0.72% |
$2.39K - $2.63K
|
1.79K
$313K
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-14- 0.19% |
$2.58K - $2.83K
|
7.41K
$1.3M
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14- 0.39% |
$2.58K - $2.83K
|
3.58K
$625K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-16- 9.88% |
$2.94K - $3.24K
|
146
$25.5K
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.62% |
$2.94K - $3.24K
|
2.56K
$447K
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-16- 0.63% |
$2.94K - $3.24K
|
2.54K
$443K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 4.0% |
$3.31K - $3.64K
|
432
$75.5K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-19- 0.45% |
$3.5K - $3.84K
|
4.23K
$739K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 1.26% |
$3.68K - $4.05K
|
1.57K
$274K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-20- 0.2% |
$3.68K - $4.05K
|
9.82K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 1.3% |
$3.68K - $4.05K
|
1.52K
$265K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-22- 0.89% |
$4.05K - $4.45K
|
2.46K
$429K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 1.43% |
$4.23K - $4.65K
|
1.58K
$277K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 5.68% |
$4.6K - $5.06K
|
415
$72.5K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 56.52% |
$4.78K - $5.26K
|
20
$3.5K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-27- 17.2% |
$4.97K - $5.46K
|
130
$22.7K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-27- 0.74% |
$4.97K - $5.46K
|
3.62K
$634K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-27- 1.77% |
$4.97K - $5.46K
|
1.5K
$262K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.58% |
$5.15K - $5.66K
|
4.76K
$833K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-28- 0.47% |
$5.15K - $5.66K
|
5.93K
$1.04M
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-29- 23.02% |
$5.34K - $5.87K
|
97
$17K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-29- 0.42% |
$5.34K - $5.87K
|
6.92K
$1.21M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-30- 7.28% |
$5.52K - $6.07K
|
382
$66.8K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-31- 0.24% |
$5.7K - $6.27K
|
12.8K
$2.23M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-32- 72.73% |
$5.89K - $6.47K
|
12
$2.1K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-33- 1.63% |
$6.07K - $6.68K
|
1.99K
$349K
|