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 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3- 0.17% |
$746 - $829
|
1.79K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4- 0.11% |
$995 - $1.11K
|
3.63K
$546K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-4- 0.43% |
$995 - $1.11K
|
931
$140K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.22% |
$995 - $1.11K
|
1.84K
$278K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 0.49% |
$995 - $1.11K
|
809
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4- 1.6% |
$995 - $1.11K
|
246
$37.1K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 80.0% |
$995 - $1.11K
|
1
$151
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5- 0.35% |
$1.24K - $1.38K
|
1.4K
$212K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6- 0.1% |
$1.49K - $1.66K
|
6.02K
$907K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 0.45% |
$1.49K - $1.66K
|
1.34K
$202K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 28.0% |
$1.74K - $1.93K
|
18
$2.71K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7- 0.17% |
$1.74K - $1.93K
|
4.16K
$627K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8- 0.16% |
$1.99K - $2.21K
|
4.85K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-8- 0.43% |
$1.99K - $2.21K
|
1.83K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9- 21.43% |
$2.24K - $2.49K
|
33
$4.97K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-10- 0.69% |
$2.49K - $2.76K
|
1.45K
$218K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.08% |
$2.49K - $2.76K
|
12.1K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10- 0.67% |
$2.49K - $2.76K
|
1.49K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-10- 0.96% |
$2.49K - $2.76K
|
1.03K
$156K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-10Closed |
$2.49K - $2.76K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-11- 1.17% |
$2.74K - $3.04K
|
930
$140K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-12- 0.73% |
$2.98K - $3.32K
|
1.63K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-12- 21.82% |
$2.98K - $3.32K
|
43
$6.48K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-13- 2.36% |
$3.23K - $3.59K
|
537
$80.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13- 0.83% |
$3.23K - $3.59K
|
1.56K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-13- 8.18% |
$3.23K - $3.59K
|
146
$22K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 1.55% |
$3.23K - $3.59K
|
825
$124K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 0.06% |
$3.48K - $3.87K
|
21.6K
$3.26M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-14- 0.22% |
$3.48K - $3.87K
|
6.32K
$952K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-15- 0.92% |
$3.73K - $4.15K
|
1.62K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-15- 0.46% |
$3.73K - $4.15K
|
3.24K
$489K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17- 0.5% |
$4.23K - $4.7K
|
3.39K
$511K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 0.21% |
$4.23K - $4.7K
|
7.93K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-17- 9.71% |
$4.23K - $4.7K
|
158
$23.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-18- 1.91% |
$4.48K - $4.97K
|
923
$139K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 9.18% |
$4.48K - $4.97K
|
178
$26.8K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-19- 0.35% |
$4.72K - $5.25K
|
5.42K
$817K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 57.58% |
$4.72K - $5.25K
|
14
$2.11K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-20- 0.58% |
$4.97K - $5.53K
|
3.43K
$516K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-20- 0.51% |
$4.97K - $5.53K
|
3.91K
$589K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-20- 1.37% |
$4.97K - $5.53K
|
1.44K
$216K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-23- 13.61% |
$5.72K - $6.36K
|
146
$22K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-23- 1.23% |
$5.72K - $6.36K
|
1.85K
$279K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 3.97% |
$5.97K - $6.63K
|
581
$87.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 13.37% |
$6.22K - $6.91K
|
162
$24.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-25- 0.69% |
$6.22K - $6.91K
|
3.61K
$543K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-25- 2.23% |
$6.22K - $6.91K
|
1.1K
$165K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25- 1.39% |
$6.22K - $6.91K
|
1.77K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25- 1.9% |
$6.22K - $6.91K
|
1.29K
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-28- 0.09% |
$6.96K - $7.74K
|
31.2K
$4.69M
|