Purchases and Sales Made in Q2 2023 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48+ 1.13% |
$11.9K - $13.3K
|
4.28K
$677K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 0.7% |
$11.7K - $13K
|
6.8K
$1.08M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 0.7% |
$11.7K - $13K
|
6.8K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
45+ 5.21% |
$11.2K - $12.4K
|
909
$144K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
44+ 0.39% |
$10.9K - $12.2K
|
11.4K
$1.81M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 51.76% |
$10.9K - $12.2K
|
129
$20.4K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
40+ 4.16% |
$9.95K - $11.1K
|
1K
$159K
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
40+ 1.21% |
$9.95K - $11.1K
|
3.35K
$529K
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
40+ 1.29% |
$9.95K - $11.1K
|
3.14K
$496K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
39+ 1.79% |
$9.7K - $10.8K
|
2.22K
$350K
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
38+ 3.7% |
$9.45K - $10.5K
|
1.07K
$169K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
37New |
$9.2K - $10.2K
|
37
$5.85K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
36+ 0.5% |
$8.95K - $9.95K
|
7.21K
$1.14M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36+ 2.48% |
$8.95K - $9.95K
|
1.49K
$235K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 4.32% |
$8.95K - $9.95K
|
870
$138K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
34+ 0.58% |
$8.46K - $9.4K
|
5.88K
$931K
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
34+ 2.71% |
$8.46K - $9.4K
|
1.29K
$204K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
32+ 0.63% |
$7.96K - $8.84K
|
5.11K
$808K
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
32+ 0.64% |
$7.96K - $8.84K
|
5.01K
$793K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
31+ 1.99% |
$7.71K - $8.57K
|
1.59K
$251K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
31+ 0.72% |
$7.71K - $8.57K
|
4.34K
$687K
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
30+ 3.66% |
$7.46K - $8.29K
|
850
$134K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 8.93% |
$7.46K - $8.29K
|
366
$57.9K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
27+ 8.85% |
$6.71K - $7.46K
|
332
$52.5K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 67.5% |
$6.71K - $7.46K
|
67
$10.6K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 67.5% |
$6.71K - $7.46K
|
67
$10.6K
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
26+ 0.54% |
$6.47K - $7.19K
|
4.86K
$769K
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
25+ 0.87% |
$6.22K - $6.91K
|
2.91K
$460K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
25+ 1.64% |
$6.22K - $6.91K
|
1.55K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.54% |
$6.22K - $6.91K
|
4.65K
$735K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24New |
$5.97K - $6.63K
|
24
$3.8K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$5.47K - $6.08K
|
22
$3.48K
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
22+ 0.32% |
$5.47K - $6.08K
|
6.84K
$1.08M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21+ 0.62% |
$5.22K - $5.8K
|
3.41K
$540K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
21+ 0.41% |
$5.22K - $5.8K
|
5.16K
$816K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 500.0% |
$4.97K - $5.53K
|
24
$3.8K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 6.83% |
$4.72K - $5.25K
|
297
$47K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 4.18% |
$4.72K - $5.25K
|
474
$75K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 1.75% |
$4.48K - $4.97K
|
1.05K
$165K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
18+ 0.94% |
$4.48K - $4.97K
|
1.94K
$307K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
18+ 6.19% |
$4.48K - $4.97K
|
309
$48.9K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 1.77% |
$4.48K - $4.97K
|
1.03K
$163K
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
17+ 0.43% |
$4.23K - $4.7K
|
3.99K
$630K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 36.96% |
$4.23K - $4.7K
|
63
$9.97K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16+ 1.45% |
$3.98K - $4.42K
|
1.12K
$177K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 48.39% |
$3.73K - $4.15K
|
46
$7.28K
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
15+ 0.24% |
$3.73K - $4.15K
|
6.16K
$975K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 8.86% |
$3.48K - $3.87K
|
172
$27.2K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.71% |
$3.48K - $3.87K
|
1.98K
$314K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
14+ 0.72% |
$3.48K - $3.87K
|
1.96K
$309K
|