Purchases and Sales Made in Q3 2023 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 100.0% |
$20K - $25.2K
|
200
$30.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 0.74% |
$20K - $25.2K
|
13.7K
$2.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
100New |
$20K - $25.2K
|
100
$15.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 6.97% |
$20K - $25.2K
|
1.54K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.4% |
$20K - $25.2K
|
25.4K
$3.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
100+ 7.07% |
$20K - $25.2K
|
1.51K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
98+ 0.45% |
$19.6K - $24.7K
|
21.6K
$3.33M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 2.03% |
$19.4K - $24.4K
|
4.89K
$751K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
95+ 6.88% |
$19K - $23.9K
|
1.48K
$227K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
93+ 2.12% |
$18.6K - $23.4K
|
4.48K
$688K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90+ 52.33% |
$18K - $22.7K
|
262
$40.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
89+ 41.2% |
$17.8K - $22.4K
|
305
$46.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
87+ 1.65% |
$17.4K - $21.9K
|
5.37K
$826K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
86+ 5.94% |
$17.2K - $21.6K
|
1.53K
$236K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
85+ 0.23% |
$17K - $21.4K
|
36.6K
$5.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
85+ 1.83% |
$17K - $21.4K
|
4.73K
$727K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82+ 482.35% |
$16.4K - $20.6K
|
99
$15.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
81+ 7.75% |
$16.2K - $20.4K
|
1.13K
$173K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
80+ 6.91% |
$16K - $20.1K
|
1.24K
$190K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
79+ 2.18% |
$15.8K - $19.9K
|
3.71K
$570K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
79+ 2.28% |
$15.8K - $19.9K
|
3.55K
$545K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
79+ 0.26% |
$15.8K - $19.9K
|
31K
$4.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
78+ 4.74% |
$15.6K - $19.6K
|
1.73K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
77+ 2.18% |
$15.4K - $19.4K
|
3.61K
$554K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
74+ 7.05% |
$14.8K - $18.6K
|
1.12K
$173K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73+ 1.35% |
$14.6K - $18.4K
|
5.48K
$842K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
72+ 1.72% |
$14.4K - $18.1K
|
4.25K
$653K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
72+ 1.73% |
$14.4K - $18.1K
|
4.23K
$650K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70New |
$14K - $17.6K
|
70
$10.8K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
68+ 23.37% |
$13.6K - $17.1K
|
359
$55.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 11.19% |
$13K - $16.4K
|
646
$99.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
65+ 3.5% |
$13K - $16.4K
|
1.92K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
65+ 1.05% |
$13K - $16.4K
|
6.28K
$965K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
60+ 2.02% |
$12K - $15.1K
|
3.03K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
57+ 3.91% |
$11.4K - $14.3K
|
1.51K
$233K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
55+ 0.39% |
$11K - $13.8K
|
14.3K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
55+ 1.06% |
$11K - $13.8K
|
5.26K
$808K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
53+ 1.36% |
$10.6K - $13.3K
|
3.96K
$609K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
52+ 3.2% |
$10.4K - $13.1K
|
1.68K
$257K
|
|
|
Nov 08, 2023
Q3 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
52+ 4.08% |
$10.4K - $13.1K
|
1.33K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
52+ 3.4% |
$10.4K - $13.1K
|
1.58K
$243K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
50+ 16.18% |
$10K - $12.6K
|
359
$55.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
50+ 0.47% |
$10K - $12.6K
|
10.7K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
50New |
$10K - $12.6K
|
50
$7.69K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
50+ 3.57% |
$10K - $12.6K
|
1.45K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
49+ 5.11% |
$9.8K - $12.3K
|
1.01K
$155K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
49+ 3.15% |
$9.8K - $12.3K
|
1.6K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46+ 2.59% |
$9.2K - $11.6K
|
1.82K
$280K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
43+ 1.21% |
$8.6K - $10.8K
|
3.61K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 165.38% |
$8.6K - $10.8K
|
69
$10.6K
|