Purchases and Sales Made in Q4 2023 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
246+ 7.35% |
$44.2K - $49K
|
3.59K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
238New |
$42.7K - $47.4K
|
238
$35.5K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
238+ 5.94% |
$42.7K - $47.4K
|
4.25K
$634K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
234New |
$42K - $46.6K
|
234
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
227+ 0.72% |
$40.8K - $45.2K
|
31.9K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
221+ 6.09% |
$39.7K - $44K
|
3.85K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
211+ 25.61% |
$37.9K - $42K
|
1.04K
$154K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
211New |
$37.9K - $42K
|
211
$31.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$35.9K - $39.8K
|
200
$29.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
197New |
$35.4K - $39.2K
|
197
$29.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
194+ 2.67% |
$34.8K - $38.6K
|
7.45K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
187+ 7.56% |
$33.6K - $37.2K
|
2.66K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
185+ 10.48% |
$33.2K - $36.8K
|
1.95K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
184+ 11.68% |
$33K - $36.6K
|
1.76K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
184New |
$33K - $36.6K
|
184
$27.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
183+ 7.28% |
$32.9K - $36.4K
|
2.7K
$403K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
181+ 8.39% |
$32.5K - $36K
|
2.34K
$349K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
176+ 8.86% |
$31.6K - $35K
|
2.16K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
176+ 3.56% |
$31.6K - $35K
|
5.13K
$765K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
171+ 4.32% |
$30.7K - $34K
|
4.13K
$617K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
171+ 7.9% |
$30.7K - $34K
|
2.34K
$349K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
170New |
$30.5K - $33.8K
|
170
$25.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
168+ 10.03% |
$30.2K - $33.4K
|
1.84K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
164+ 1.78% |
$29.4K - $32.6K
|
9.39K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
164+ 2.59% |
$29.4K - $32.6K
|
6.49K
$969K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
162+ 0.54% |
$29.1K - $32.2K
|
30.1K
$4.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
158+ 9.45% |
$28.4K - $31.4K
|
1.83K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
157New |
$28.2K - $31.2K
|
157
$23.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
156+ 0.74% |
$28K - $31K
|
21.1K
$3.15M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
153+ 5.18% |
$27.5K - $30.4K
|
3.11K
$463K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
150+ 3.53% |
$26.9K - $29.9K
|
4.4K
$656K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
150+ 0.48% |
$26.9K - $29.9K
|
31.2K
$4.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
150+ 120.0% |
$26.9K - $29.9K
|
275
$41K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
150+ 5.91% |
$26.9K - $29.9K
|
2.69K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
150+ 9.77% |
$26.9K - $29.9K
|
1.69K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
145+ 0.62% |
$26K - $28.9K
|
23.5K
$3.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
142New |
$25.5K - $28.3K
|
142
$21.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
139New |
$25K - $27.7K
|
139
$20.7K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
138+ 38.44% |
$24.8K - $27.5K
|
497
$74.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
136New |
$24.4K - $27.1K
|
136
$20.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
135New |
$24.2K - $26.9K
|
135
$20.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
123+ 2.57% |
$22.1K - $24.5K
|
4.92K
$734K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$20.5K - $22.7K
|
114
$17K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
113+ 0.7% |
$20.3K - $22.5K
|
16.2K
$2.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
109New |
$19.6K - $21.7K
|
109
$16.3K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
109+ 7.0% |
$19.6K - $21.7K
|
1.67K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
108New |
$19.4K - $21.5K
|
108
$16.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
104+ 4.62% |
$18.7K - $20.7K
|
2.35K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
104+ 1.56% |
$18.7K - $20.7K
|
6.76K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
104+ 0.34% |
$18.7K - $20.7K
|
30.7K
$4.59M
|