Purchases and Sales Made in Q1 2025 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q1 2025. 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 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
22+ 0.81% |
$3.18K - $4.1K
|
2.73K
$443K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22+ 1.39% |
$3.18K - $4.1K
|
1.61K
$261K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21+ 1.82% |
$3.04K - $3.91K
|
1.18K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 3.57% |
$2.89K - $3.73K
|
580
$93.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.8% |
$2.75K - $3.54K
|
2.39K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.72% |
$2.61K - $3.35K
|
2.51K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
18+ 0.78% |
$2.61K - $3.35K
|
2.32K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
17New |
$2.46K - $3.17K
|
17
$2.75K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 23.53% |
$2.32K - $2.98K
|
84
$13.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
15New |
$2.17K - $2.8K
|
15
$2.43K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$2.17K - $2.8K
|
15
$2.43K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 4.84% |
$2.17K - $2.8K
|
325
$52.6K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15+ 1.7% |
$2.17K - $2.8K
|
896
$145K
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
14+ 0.58% |
$2.03K - $2.61K
|
2.43K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.2% |
$2.03K - $2.61K
|
6.89K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14+ 0.7% |
$2.03K - $2.61K
|
2.02K
$326K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13+ 325.0% |
$1.88K - $2.42K
|
17
$2.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.81% |
$1.88K - $2.42K
|
1.63K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 118.18% |
$1.88K - $2.42K
|
24
$3.89K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 12.0% |
$1.74K - $2.24K
|
112
$18.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12+ 0.67% |
$1.74K - $2.24K
|
1.8K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
12+ 0.98% |
$1.74K - $2.24K
|
1.24K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
12+ 0.83% |
$1.74K - $2.24K
|
1.47K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
12New |
$1.74K - $2.24K
|
12
$1.94K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11+ 0.77% |
$1.59K - $2.05K
|
1.44K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 250.0% |
$1.45K - $1.86K
|
14
$2.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.38% |
$1.45K - $1.86K
|
2.65K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.08% |
$1.45K - $1.86K
|
12.7K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10+ 0.76% |
$1.45K - $1.86K
|
1.32K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
10+ 0.81% |
$1.45K - $1.86K
|
1.24K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
10+ 11.63% |
$1.45K - $1.86K
|
96
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
10+ 6.33% |
$1.45K - $1.86K
|
168
$27.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
9New |
$1.3K - $1.68K
|
9
$1.46K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
9+ 0.73% |
$1.3K - $1.68K
|
1.24K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.17% |
$1.16K - $1.49K
|
4.7K
$761K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
8+ 80.0% |
$1.16K - $1.49K
|
18
$2.92K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 38.89% |
$1.01K - $1.3K
|
25
$4.05K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7+ 0.55% |
$1.01K - $1.3K
|
1.28K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7+ 700.0% |
$1.01K - $1.3K
|
8
$1.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 11.11% |
$868 - $1.12K
|
60
$9.72K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.39% |
$868 - $1.12K
|
1.56K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5New |
$724 - $932
|
5
$810
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5New |
$724 - $932
|
5
$810
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.72% |
$724 - $932
|
701
$114K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$579 - $745
|
6
$972
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 50.0% |
$579 - $745
|
12
$1.94K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 26.67% |
$579 - $745
|
19
$3.08K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.24% |
$579 - $745
|
1.67K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$579 - $745
|
4
$648
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4+ 0.2% |
$579 - $745
|
2.06K
$333K
|