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 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
987New |
$197K - $248K
|
987
$152K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
982+ 1.73% |
$196K - $247K
|
57.7K
$8.87M
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
970+ 110.23% |
$194K - $244K
|
1.85K
$284K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
944+ 48.71% |
$189K - $238K
|
2.88K
$443K
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
941+ 1.52% |
$188K - $237K
|
62.9K
$9.66M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
909+ 6.65% |
$182K - $229K
|
14.6K
$2.24M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
900+ 55.97% |
$180K - $227K
|
2.51K
$386K
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
900+ 2.85% |
$180K - $227K
|
32.4K
$4.99M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
872+ 3.01% |
$174K - $220K
|
29.8K
$4.58M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
848+ 19.59% |
$170K - $213K
|
5.18K
$796K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
824+ 37.85% |
$165K - $207K
|
3K
$461K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
800+ 4.03% |
$160K - $201K
|
20.7K
$3.18M
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
787+ 7.2% |
$157K - $198K
|
11.7K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
786+ 38.01% |
$157K - $198K
|
2.85K
$439K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
779+ 3.45% |
$156K - $196K
|
23.3K
$3.59M
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
756+ 83.17% |
$151K - $190K
|
1.67K
$256K
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
750+ 41.99% |
$150K - $189K
|
2.54K
$390K
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
731+ 6.24% |
$146K - $184K
|
12.5K
$1.91M
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
BUY
|
- |
691+ 4.49% |
$138K - $174K
|
16.1K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
686+ 37.53% |
$137K - $173K
|
2.51K
$386K
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
679+ 47.95% |
$136K - $171K
|
2.1K
$322K
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
673+ 24.38% |
$135K - $169K
|
3.43K
$528K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
673+ 5.27% |
$135K - $169K
|
13.4K
$2.07M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
673+ 53.88% |
$135K - $169K
|
1.92K
$295K
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
662+ 1.01% |
$132K - $167K
|
66.5K
$10.2M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
661+ 8.4% |
$132K - $166K
|
8.53K
$1.31M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
628+ 38.34% |
$126K - $158K
|
2.27K
$348K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
598+ 7.63% |
$120K - $151K
|
8.43K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
591+ 9.16% |
$118K - $149K
|
7.04K
$1.08M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
567+ 13.98% |
$113K - $143K
|
4.62K
$711K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
564+ 53.77% |
$113K - $142K
|
1.61K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
563+ 4.08% |
$113K - $142K
|
14.4K
$2.21M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
560+ 4.9% |
$112K - $141K
|
12K
$1.84M
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
554+ 1.94% |
$111K - $139K
|
29K
$4.46M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
543+ 4.65% |
$109K - $137K
|
12.2K
$1.88M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
530+ 91.7% |
$106K - $133K
|
1.11K
$170K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
514+ 6.79% |
$103K - $129K
|
8.08K
$1.24M
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
506+ 7.7% |
$101K - $127K
|
7.08K
$1.09M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
502+ 23.7% |
$100K - $126K
|
2.62K
$403K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 6.97% |
$100K - $126K
|
7.68K
$1.18M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
497+ 10.85% |
$99.4K - $125K
|
5.08K
$780K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
481+ 6.55% |
$96.2K - $121K
|
7.82K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
465+ 2.93% |
$93K - $117K
|
16.3K
$2.51M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
460+ 3285.71% |
$92K - $116K
|
474
$72.9K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
459+ 740.32% |
$91.8K - $116K
|
521
$80.1K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
449+ 10.08% |
$89.8K - $113K
|
4.9K
$754K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
441+ 35.34% |
$88.2K - $111K
|
1.69K
$260K
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
440+ 35.77% |
$88K - $111K
|
1.67K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
425+ 4.47% |
$85K - $107K
|
9.94K
$1.53M
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
409+ 0.84% |
$81.8K - $103K
|
49.1K
$7.55M
|