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 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
39+ 0.67% |
$7.8K - $9.82K
|
5.83K
$896K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
39+ 2.96% |
$7.8K - $9.82K
|
1.36K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.43% |
$7.4K - $9.31K
|
8.64K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
36+ 32.73% |
$7.2K - $9.06K
|
146
$22.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 5.24% |
$6.8K - $8.56K
|
683
$105K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
34New |
$6.8K - $8.56K
|
34
$5.23K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
33+ 3.36% |
$6.6K - $8.31K
|
1.02K
$156K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
32+ 1.58% |
$6.4K - $8.06K
|
2.05K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
31+ 1.34% |
$6.2K - $7.8K
|
2.35K
$361K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
29+ 0.56% |
$5.8K - $7.3K
|
5.19K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
27+ 0.07% |
$5.4K - $6.8K
|
39.5K
$6.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
26+ 0.36% |
$5.2K - $6.54K
|
7.29K
$1.12M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$5K - $6.29K
|
25
$3.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.08% |
$4.6K - $5.79K
|
28.8K
$4.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
21+ 300.0% |
$4.2K - $5.29K
|
28
$4.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21+ 4.43% |
$4.2K - $5.29K
|
495
$76.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20+ 1.34% |
$4K - $5.03K
|
1.51K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19+ 1.39% |
$3.8K - $4.78K
|
1.39K
$214K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18+ 0.45% |
$3.6K - $4.53K
|
4K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
18+ 12.33% |
$3.6K - $4.53K
|
164
$25.2K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 0.72% |
$3.2K - $4.03K
|
2.23K
$342K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 48.39% |
$3K - $3.78K
|
46
$7.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
15+ 0.13% |
$3K - $3.78K
|
11.4K
$1.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
14+ 0.86% |
$2.8K - $3.52K
|
1.63K
$251K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 1.31% |
$2.8K - $3.52K
|
1.08K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
14+ 0.1% |
$2.8K - $3.52K
|
14.3K
$2.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
14+ 0.22% |
$2.8K - $3.52K
|
6.33K
$973K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
13+ 0.78% |
$2.6K - $3.27K
|
1.67K
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12New |
$2.4K - $3.02K
|
12
$1.84K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.58% |
$2.2K - $2.77K
|
1.92K
$295K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
11New |
$2.2K - $2.77K
|
11
$1.69K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
10+ 0.61% |
$2K - $2.52K
|
1.64K
$252K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
10+ 0.57% |
$2K - $2.52K
|
1.78K
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
10New |
$2K - $2.52K
|
10
$1.54K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 8.4% |
$2K - $2.52K
|
129
$19.8K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.75% |
$2K - $2.52K
|
1.35K
$207K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 100.0% |
$1.8K - $2.27K
|
18
$2.77K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.58% |
$1.8K - $2.27K
|
1.56K
$240K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$1.6K - $2.01K
|
8
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8+ 0.12% |
$1.6K - $2.01K
|
6.9K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.41% |
$1.6K - $2.01K
|
1.98K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 17.39% |
$1.6K - $2.01K
|
54
$8.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7New |
$1.4K - $1.76K
|
7
$1.08K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7+ 0.59% |
$1.4K - $1.76K
|
1.19K
$183K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 18.92% |
$1.4K - $1.76K
|
44
$6.76K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.78% |
$1.2K - $1.51K
|
779
$120K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
5+ 0.3% |
$1K - $1.26K
|
1.69K
$260K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.35% |
$1K - $1.26K
|
1.43K
$220K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
5+ 0.17% |
$1K - $1.26K
|
3.03K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4+ 0.32% |
$800 - $1.01K
|
1.24K
$190K
|