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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-250Closed |
$50K - $62.9K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-260- 10.44% |
$52K - $65.4K
|
2.23K
$333K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-268- 1.87% |
$53.6K - $67.5K
|
14K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-272- 67.83% |
$54.4K - $68.5K
|
129
$19.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-287- 20.44% |
$57.4K - $72.2K
|
1.12K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-287- 0.21% |
$57.4K - $72.2K
|
139K
$20.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-295- 30.89% |
$59K - $74.3K
|
660
$98.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-298- 2.1% |
$59.6K - $75K
|
13.9K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-300- 10.0% |
$60K - $75.5K
|
2.7K
$403K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-305- 17.33% |
$61K - $76.8K
|
1.46K
$217K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-306- 22.4% |
$61.2K - $77K
|
1.06K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-307- 6.17% |
$61.4K - $77.3K
|
4.67K
$696K
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-315- 1.32% |
$63K - $79.3K
|
23.6K
$3.52M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-315- 9.04% |
$63K - $79.3K
|
3.17K
$473K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-324- 2.49% |
$64.8K - $81.6K
|
12.7K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-325- 2.58% |
$65K - $81.8K
|
12.3K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-325- 2.32% |
$65K - $81.8K
|
13.7K
$2.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-349- 0.78% |
$69.8K - $87.9K
|
44.2K
$6.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-356- 12.66% |
$71.2K - $89.6K
|
2.46K
$366K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-367- 15.02% |
$73.4K - $92.4K
|
2.08K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-367- 8.27% |
$73.4K - $92.4K
|
4.07K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-370- 0.88% |
$74K - $93.1K
|
41.6K
$6.2M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-370- 0.88% |
$74K - $93.1K
|
41.6K
$6.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-372- 19.0% |
$74.4K - $93.6K
|
1.59K
$237K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-380- 19.44% |
$76K - $95.7K
|
1.58K
$235K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-386- 0.92% |
$77.2K - $97.2K
|
41.7K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-390- 5.18% |
$78K - $98.2K
|
7.14K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-396- 10.92% |
$79.2K - $99.7K
|
3.23K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-408- 14.65% |
$81.6K - $103K
|
2.38K
$355K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-412- 7.98% |
$82.4K - $104K
|
4.75K
$709K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-415- 12.35% |
$83K - $104K
|
2.94K
$439K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-422- 11.62% |
$84.4K - $106K
|
3.21K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-428- 12.49% |
$85.6K - $108K
|
3K
$448K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-433- 16.81% |
$86.6K - $109K
|
2.14K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-439- 0.85% |
$87.8K - $111K
|
51.1K
$7.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-450- 72.0% |
$90K - $113K
|
175
$26.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-453- 3.88% |
$90.6K - $114K
|
11.2K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-454- 28.57% |
$90.8K - $114K
|
1.14K
$169K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-458- 27.29% |
$91.6K - $115K
|
1.22K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-465- 10.48% |
$93K - $117K
|
3.97K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-478- 20.41% |
$95.6K - $120K
|
1.86K
$278K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-486- 12.77% |
$97.2K - $122K
|
3.32K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-505- 1.89% |
$101K - $127K
|
26.3K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-507- 26.61% |
$101K - $128K
|
1.4K
$209K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-510- 14.39% |
$102K - $128K
|
3.03K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-513- 7.83% |
$103K - $129K
|
6.04K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-520- 2.93% |
$104K - $131K
|
17.2K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-528- 16.68% |
$106K - $133K
|
2.64K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-535- 1.22% |
$107K - $135K
|
43.2K
$6.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-544- 7.55% |
$109K - $137K
|
6.66K
$994K
|