Purchases and Sales Made in Q2 2024 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.7% |
$1.64K - $1.89K
|
1.29K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.26% |
$1.64K - $1.89K
|
3.5K
$612K
|
|
|
Jul 25, 2024
Q2 2024
|
Baillie Gifford & CO
|
BUY
|
- |
8+ 0.01% |
$1.46K - $1.68K
|
144K
$25.2M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
8+ 0.53% |
$1.46K - $1.68K
|
1.51K
$264K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
7+ 1.44% |
$1.27K - $1.47K
|
493
$86.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 41.18% |
$1.27K - $1.47K
|
24
$4.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 0.38% |
$1.27K - $1.47K
|
1.87K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7+ 0.56% |
$1.27K - $1.47K
|
1.26K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$1.27K - $1.47K
|
7
$1.22K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 1.54% |
$1.09K - $1.26K
|
396
$69.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
6New |
$1.09K - $1.26K
|
6
$1.05K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.5% |
$1.09K - $1.26K
|
1.22K
$212K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.69% |
$1.09K - $1.26K
|
876
$153K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$910 - $1.05K
|
5
$874
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
5+ 0.73% |
$910 - $1.05K
|
686
$120K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.09% |
$728 - $838
|
4.36K
$763K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.26% |
$728 - $838
|
1.55K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 80.0% |
$728 - $838
|
9
$1.57K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3+ 0.17% |
$546 - $629
|
1.78K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$546 - $629
|
8.86K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.08% |
$546 - $629
|
3.86K
$675K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3+ 50.0% |
$546 - $629
|
9
$1.57K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.17% |
$546 - $629
|
1.73K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.24% |
$546 - $629
|
1.25K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.64% |
$364 - $419
|
314
$54.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2+ 0.1% |
$364 - $419
|
2.04K
$357K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$364 - $419
|
2
$350
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.15% |
$364 - $419
|
1.32K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$364 - $419
|
2
$350
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 28.57% |
$364 - $419
|
9
$1.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.97% |
$364 - $419
|
208
$36.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$364 - $419
|
2.38K
$416K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
BUY
|
- |
2+ 0.04% |
$364 - $419
|
5.59K
$978K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.58% |
$364 - $419
|
349
$61K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.69% |
$364 - $419
|
291
$50.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 2.27% |
$182 - $210
|
45
$7.87K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.79% |
$182 - $210
|
127
$22.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$182 - $210
|
934
$163K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.92% |
$182 - $210
|
110
$19.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.09% |
$182 - $210
|
1.17K
$205K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.25% |
$182 - $210
|
401
$70.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1New |
$182 - $210
|
1
$175
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 20.0% |
$182 - $210
|
6
$1.05K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.26% |
$182 - $210
|
379
$66.3K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.85% |
$182 - $210
|
118
$20.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$182 - $210
|
5.37K
$939K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.11% |
$182 - $210
|
917
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.28% |
$182 - $210
|
358
$62.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
1+ 33.33% |
$182 - $210
|
4
$699
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1New |
$182 - $210
|
1
$175
|