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 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 3.94% |
$2.2K - $2.77K
|
268
$39.1K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 2.6% |
$2.4K - $3.02K
|
449
$65.5K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-12- 0.34% |
$2.4K - $3.02K
|
3.47K
$507K
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-13- 0.39% |
$2.6K - $3.27K
|
3.3K
$482K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13- 0.2% |
$2.6K - $3.27K
|
6.4K
$934K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 11.5% |
$2.6K - $3.27K
|
100
$14.6K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 76.47% |
$2.6K - $3.27K
|
4
$584
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-14- 8.59% |
$2.8K - $3.52K
|
149
$21.7K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.46% |
$2.8K - $3.52K
|
3.03K
$442K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14- 3.08% |
$2.8K - $3.52K
|
441
$64.4K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17- 0.26% |
$3.4K - $4.28K
|
6.43K
$938K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 26.98% |
$3.4K - $4.28K
|
46
$6.71K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-18- 75.0% |
$3.6K - $4.53K
|
6
$876
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.12% |
$4K - $5.03K
|
17.3K
$2.53M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 8.1% |
$4K - $5.03K
|
227
$33.1K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-20- 1.89% |
$4K - $5.03K
|
1.04K
$151K
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-20- 1.61% |
$4K - $5.03K
|
1.22K
$178K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-21- 1.34% |
$4.2K - $5.29K
|
1.55K
$226K
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-21- 0.63% |
$4.2K - $5.29K
|
3.33K
$485K
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-22- 1.5% |
$4.4K - $5.54K
|
1.44K
$211K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23- 34.33% |
$4.6K - $5.79K
|
44
$6.42K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-23- 1.25% |
$4.6K - $5.79K
|
1.81K
$264K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-24- 1.86% |
$4.8K - $6.04K
|
1.27K
$185K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-25- 1.98% |
$5K - $6.29K
|
1.24K
$180K
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-25- 0.49% |
$5K - $6.29K
|
5.07K
$740K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-25- 0.67% |
$5K - $6.29K
|
3.71K
$541K
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-25- 1.01% |
$5K - $6.29K
|
2.46K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-26- 1.02% |
$5.2K - $6.54K
|
2.53K
$369K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-28- 52.83% |
$5.6K - $7.05K
|
25
$3.65K
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-28- 2.58% |
$5.6K - $7.05K
|
1.06K
$154K
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-28- 2.53% |
$5.6K - $7.05K
|
1.08K
$158K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-28- 3.25% |
$5.6K - $7.05K
|
834
$122K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-28- 1.8% |
$5.6K - $7.05K
|
1.53K
$223K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-31- 0.9% |
$6.2K - $7.8K
|
3.4K
$496K
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-31- 2.06% |
$6.2K - $7.8K
|
1.47K
$215K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-33- 2.83% |
$6.6K - $8.31K
|
1.13K
$165K
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-33- 0.12% |
$6.6K - $8.31K
|
27.4K
$4.01M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-33- 3.57% |
$6.6K - $8.31K
|
891
$130K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33Closed |
$6.6K - $8.31K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-34- 1.9% |
$6.8K - $8.56K
|
1.76K
$257K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-35- 3.13% |
$7K - $8.81K
|
1.09K
$158K
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36- 1.08% |
$7.2K - $9.06K
|
3.31K
$483K
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-37- 0.63% |
$7.4K - $9.31K
|
5.84K
$851K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-37- 3.14% |
$7.4K - $9.31K
|
1.14K
$167K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 6.89% |
$7.4K - $9.31K
|
500
$73K
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-40- 0.07% |
$8K - $10.1K
|
56.6K
$8.25M
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-40- 0.16% |
$8K - $10.1K
|
25.7K
$3.75M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-41- 0.6% |
$8.2K - $10.3K
|
6.83K
$996K
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-42- 0.12% |
$8.4K - $10.6K
|
33.6K
$4.9M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-42- 3.51% |
$8.4K - $10.6K
|
1.15K
$168K
|