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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
103New |
$18.5K - $20.5K
|
103
$15.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
101+ 18.07% |
$18.1K - $20.1K
|
660
$98.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 7.94% |
$18K - $19.9K
|
1.36K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
100+ 6.67% |
$18K - $19.9K
|
1.6K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 0.46% |
$18K - $19.9K
|
21.7K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
100New |
$18K - $19.9K
|
100
$14.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
99+ 9.54% |
$17.8K - $19.7K
|
1.14K
$170K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
97New |
$17.4K - $19.3K
|
97
$14.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
97New |
$17.4K - $19.3K
|
97
$14.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
94+ 125.33% |
$16.9K - $18.7K
|
169
$25.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
94+ 31.33% |
$16.9K - $18.7K
|
394
$58.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
90+ 2.67% |
$16.2K - $17.9K
|
3.46K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
88+ 3.58% |
$15.8K - $17.5K
|
2.55K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
85+ 12.45% |
$15.3K - $16.9K
|
768
$115K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
85New |
$15.3K - $16.9K
|
85
$12.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
84+ 5.12% |
$15.1K - $16.7K
|
1.72K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
79+ 4.68% |
$14.2K - $15.7K
|
1.77K
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
77+ 5.28% |
$13.8K - $15.3K
|
1.54K
$229K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
75+ 2.15% |
$13.5K - $14.9K
|
3.56K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
75+ 39.68% |
$13.5K - $14.9K
|
264
$39.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
74+ 0.72% |
$13.3K - $14.7K
|
10.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
73+ 0.74% |
$13.1K - $14.5K
|
9.93K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
69+ 0.46% |
$12.4K - $13.7K
|
14.9K
$2.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
69New |
$12.4K - $13.7K
|
69
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
68+ 5.49% |
$12.2K - $13.5K
|
1.31K
$195K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 17.33% |
$11.7K - $12.9K
|
440
$65.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
63+ 2.4% |
$11.3K - $12.5K
|
2.68K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 4.76% |
$11K - $12.1K
|
1.34K
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
60+ 3.91% |
$10.8K - $11.9K
|
1.59K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
60+ 1.43% |
$10.8K - $11.9K
|
4.26K
$636K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60+ 3.46% |
$10.8K - $11.9K
|
1.79K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
59+ 0.23% |
$10.6K - $11.7K
|
26.3K
$3.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 8.7% |
$10.6K - $11.7K
|
737
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58+ 4.23% |
$10.4K - $11.5K
|
1.43K
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
58+ 5.37% |
$10.4K - $11.5K
|
1.14K
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
57+ 0.99% |
$10.2K - $11.3K
|
5.84K
$871K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
57+ 0.6% |
$10.2K - $11.3K
|
9.62K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
56+ 35.44% |
$10.1K - $11.1K
|
214
$31.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
55+ 1.53% |
$9.87K - $10.9K
|
3.66K
$546K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
54+ 7.71% |
$9.69K - $10.7K
|
754
$113K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54+ 20.61% |
$9.69K - $10.7K
|
316
$47.2K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
53+ 6.51% |
$9.51K - $10.5K
|
867
$129K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
52New |
$9.34K - $10.3K
|
52
$7.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51+ 0.46% |
$9.16K - $10.1K
|
11K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
51New |
$9.16K - $10.1K
|
51
$7.61K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
50New |
$8.98K - $9.95K
|
50
$7.46K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
48New |
$8.62K - $9.55K
|
48
$7.16K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 9.09% |
$8.08K - $8.96K
|
540
$80.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
45+ 4.15% |
$8.08K - $8.96K
|
1.13K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
44+ 26.83% |
$7.9K - $8.76K
|
208
$31K
|