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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
44+ 8.45% |
$7.9K - $8.76K
|
565
$84.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
43+ 95.56% |
$7.72K - $8.56K
|
88
$13.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
42+ 2.69% |
$7.54K - $8.36K
|
1.61K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 5.12% |
$7.54K - $8.36K
|
863
$129K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 3.75% |
$7.54K - $8.36K
|
1.16K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
41+ 1.14% |
$7.36K - $8.16K
|
3.65K
$545K
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
39+ 1.45% |
$7K - $7.76K
|
2.74K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
39+ 90.7% |
$7K - $7.76K
|
82
$12.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
37+ 0.51% |
$6.64K - $7.36K
|
7.33K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
35New |
$6.28K - $6.97K
|
35
$5.22K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
35New |
$6.28K - $6.97K
|
35
$5.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
34+ 0.14% |
$6.1K - $6.77K
|
25.1K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
32+ 1.83% |
$5.74K - $6.37K
|
1.78K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
30New |
$5.39K - $5.97K
|
30
$4.48K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
29+ 19.33% |
$5.21K - $5.77K
|
179
$26.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
29New |
$5.21K - $5.77K
|
29
$4.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
29+ 2.31% |
$5.21K - $5.77K
|
1.29K
$192K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
28+ 68.29% |
$5.03K - $5.57K
|
69
$10.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.0% |
$4.85K - $5.37K
|
2.72K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.33% |
$4.67K - $5.17K
|
7.85K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
25+ 0.7% |
$4.49K - $4.98K
|
3.57K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
25New |
$4.49K - $4.98K
|
25
$3.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24+ 0.91% |
$4.31K - $4.78K
|
2.66K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
23+ 2.05% |
$4.13K - $4.58K
|
1.15K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
23+ 0.47% |
$4.13K - $4.58K
|
4.94K
$737K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 5.1% |
$3.95K - $4.38K
|
453
$67.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 525.0% |
$3.77K - $4.18K
|
25
$3.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
21+ 0.48% |
$3.77K - $4.18K
|
4.42K
$660K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
21New |
$3.77K - $4.18K
|
21
$3.13K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.93% |
$3.59K - $3.98K
|
2.17K
$324K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19+ 0.81% |
$3.41K - $3.78K
|
2.37K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
19+ 0.55% |
$3.41K - $3.78K
|
3.49K
$521K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
19+ 1.54% |
$3.41K - $3.78K
|
1.25K
$187K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
19+ 1.21% |
$3.41K - $3.78K
|
1.59K
$238K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 1.6% |
$3.23K - $3.58K
|
1.14K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
18+ 0.96% |
$3.23K - $3.58K
|
1.89K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 2.62% |
$3.05K - $3.38K
|
667
$99.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 0.67% |
$2.69K - $2.99K
|
2.24K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
14+ 0.8% |
$2.51K - $2.79K
|
1.77K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
14+ 0.89% |
$2.51K - $2.79K
|
1.59K
$238K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 1.21% |
$2.51K - $2.79K
|
1.17K
$174K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14New |
$2.51K - $2.79K
|
14
$2.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 1.97% |
$2.33K - $2.59K
|
673
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.27% |
$2.33K - $2.59K
|
4.74K
$708K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.79% |
$2.15K - $2.39K
|
1.53K
$228K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 6.15% |
$2.15K - $2.39K
|
207
$30.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12+ 0.99% |
$2.15K - $2.39K
|
1.22K
$182K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
11+ 9.57% |
$1.97K - $2.19K
|
126
$18.8K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
11+ 9.57% |
$1.97K - $2.19K
|
126
$18.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.16% |
$1.8K - $1.99K
|
6.33K
$944K
|