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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 80.0% |
$995 - $1.11K
|
9
$1.42K
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
4+ 0.63% |
$995 - $1.11K
|
640
$101K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4+ 0.04% |
$995 - $1.11K
|
9.82K
$1.55M
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4+ 0.36% |
$995 - $1.11K
|
1.12K
$178K
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
3+ 0.12% |
$746 - $829
|
2.6K
$412K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$746 - $829
|
997
$158K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 1.67% |
$746 - $829
|
183
$29K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.21% |
$746 - $829
|
1.43K
$226K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.35% |
$746 - $829
|
863
$137K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3+ 0.23% |
$746 - $829
|
1.29K
$204K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.28% |
$746 - $829
|
1.07K
$170K
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3+ 0.35% |
$746 - $829
|
861
$136K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 2.44% |
$497 - $553
|
84
$13.3K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.24% |
$497 - $553
|
834
$132K
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
2+ 0.12% |
$497 - $553
|
1.69K
$267K
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.04% |
$497 - $553
|
4.8K
$759K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.23% |
$497 - $553
|
872
$138K
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.21% |
$497 - $553
|
943
$149K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.31% |
$497 - $553
|
651
$103K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.27% |
$497 - $553
|
159
$25.2K
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.25% |
$497 - $553
|
811
$128K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.33% |
$249 - $276
|
44
$6.96K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.22% |
$249 - $276
|
461
$72.9K
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$249 - $276
|
2.32K
$367K
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.27% |
$249 - $276
|
374
$59.2K
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1+ 0.11% |
$249 - $276
|
946
$150K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.06% |
$249 - $276
|
1.61K
$254K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.11% |
$249 - $276
|
914
$145K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$249 - $276
|
306
$48.4K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1+ 0.09% |
$249 - $276
|
1.08K
$171K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.74% |
$249 - $276
|
137
$21.7K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.12% |
$249 - $276
|
831
$131K
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.66% |
$249 - $276
|
152
$24K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.2% |
$249 - $276
|
492
$77.8K
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$249 - $276
|
6.44K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.85% |
$249 - $276
|
55
$8.7K
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$249 - $276
|
8.32K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.18% |
$249 - $276
|
543
$85.9K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.08% |
$249 - $276
|
1.33K
$211K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 6.67% |
$249 - $276
|
16
$2.53K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 2.44% |
$249 - $276
|
42
$6.64K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.25% |
$249 - $276
|
15
$2.37K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.06% |
$249 - $276
|
1.66K
$262K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1- 0.03% |
$249 - $276
|
3.53K
$558K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.07% |
$249 - $276
|
1.48K
$235K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 12.5% |
$497 - $553
|
14
$2.21K
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2- 0.1% |
$497 - $553
|
2.08K
$329K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.8% |
$497 - $553
|
247
$39.1K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-2- 0.17% |
$497 - $553
|
1.14K
$181K
|