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
|
Bartlett & Co. LLC
|
BUY
|
- |
3+ 0.07% |
$600 - $755
|
4.07K
$625K
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3+ 0.15% |
$600 - $755
|
2.03K
$313K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 3.57% |
$600 - $755
|
87
$13.4K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3+ 0.02% |
$600 - $755
|
13.2K
$2.02M
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 300.0% |
$600 - $755
|
4
$615
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3+ 0.58% |
$600 - $755
|
523
$80.4K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$600 - $755
|
4.07K
$625K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 0.37% |
$600 - $755
|
814
$125K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3+ 0.27% |
$600 - $755
|
1.13K
$173K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.07% |
$400 - $503
|
2.95K
$454K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.65% |
$400 - $503
|
308
$47.3K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$400 - $503
|
2
$307
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$400 - $503
|
1.72K
$265K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.8% |
$400 - $503
|
252
$38.7K
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.04% |
$400 - $503
|
5.59K
$859K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 0.15% |
$400 - $503
|
1.29K
$199K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1+ 0.09% |
$200 - $252
|
1.08K
$166K
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
1+ 0.02% |
$200 - $252
|
4.53K
$697K
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.27% |
$200 - $252
|
375
$57.6K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$200 - $252
|
932
$143K
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.03% |
$200 - $252
|
3.2K
$491K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$200 - $252
|
1.05K
$162K
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.03% |
$200 - $252
|
3.12K
$480K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.2% |
$200 - $252
|
505
$77.6K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.63% |
$200 - $252
|
159
$24.4K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.66% |
$200 - $252
|
153
$23.5K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.18% |
$200 - $252
|
559
$85.9K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1- -0.0% |
$200 - $252
|
106K
$16.3M
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.11% |
$200 - $252
|
901
$139K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.15% |
$200 - $252
|
650
$99.9K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.52% |
$200 - $252
|
191
$29.4K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.08% |
$200 - $252
|
1.21K
$186K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1- 8.33% |
$200 - $252
|
11
$1.69K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.52% |
$200 - $252
|
191
$29.4K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 2.38% |
$200 - $252
|
41
$6.3K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.01% |
$400 - $503
|
20.4K
$3.14M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3- 0.06% |
$600 - $755
|
4.8K
$737K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3- 0.23% |
$600 - $755
|
1.32K
$202K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 1.64% |
$600 - $755
|
180
$27.7K
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-3- 0.27% |
$600 - $755
|
1.09K
$168K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-5- 0.23% |
$1K - $1.26K
|
2.16K
$331K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 46.67% |
$1.4K - $1.76K
|
8
$1.23K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 4.4% |
$1.4K - $1.76K
|
152
$23.4K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7- 0.32% |
$1.4K - $1.76K
|
2.16K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 12.73% |
$1.4K - $1.76K
|
48
$7.38K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 0.37% |
$1.8K - $2.27K
|
2.4K
$369K
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-10- 0.38% |
$2K - $2.52K
|
2.64K
$406K
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.31% |
$2K - $2.52K
|
3.23K
$497K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 1.16% |
$2K - $2.52K
|
849
$131K
|