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 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.71% |
$1.62K - $1.79K
|
1.28K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$1.62K - $1.79K
|
9
$1.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
9+ 0.59% |
$1.62K - $1.79K
|
1.54K
$229K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.29% |
$1.44K - $1.59K
|
2.73K
$408K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8+ 0.67% |
$1.44K - $1.59K
|
1.2K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.61% |
$1.44K - $1.59K
|
1.33K
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 116.67% |
$1.26K - $1.39K
|
13
$1.94K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
7New |
$1.26K - $1.39K
|
7
$1.04K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 140.0% |
$1.26K - $1.39K
|
12
$1.79K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$1.26K - $1.39K
|
7
$1.04K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7New |
$1.26K - $1.39K
|
7
$1.04K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
6+ 0.35% |
$1.08K - $1.19K
|
1.7K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
6+ 0.36% |
$1.08K - $1.19K
|
1.67K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 13.64% |
$1.08K - $1.19K
|
50
$7.46K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.56% |
$1.08K - $1.19K
|
1.08K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6+ 50.0% |
$1.08K - $1.19K
|
18
$2.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5+ 0.36% |
$898 - $995
|
1.39K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.35% |
$898 - $995
|
1.44K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
5+ 0.15% |
$898 - $995
|
3.36K
$502K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 22.22% |
$718 - $796
|
22
$3.28K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 80.0% |
$718 - $796
|
9
$1.34K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4+ 0.37% |
$718 - $796
|
1.1K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 1.31% |
$718 - $796
|
309
$46.1K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
3+ 2.78% |
$539 - $597
|
111
$16.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3+ 42.86% |
$539 - $597
|
10
$1.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3+ 0.15% |
$539 - $597
|
2.04K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$359 - $398
|
10
$1.49K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.65% |
$359 - $398
|
310
$46.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.12% |
$359 - $398
|
1.72K
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2+ 0.02% |
$359 - $398
|
13.2K
$1.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
2+ 0.04% |
$359 - $398
|
5.59K
$834K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 0.53% |
$359 - $398
|
377
$56.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.4% |
$359 - $398
|
502
$74.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$359 - $398
|
2
$299
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.11% |
$359 - $398
|
1.75K
$262K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1New |
$180 - $199
|
1
$149
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.22% |
$180 - $199
|
450
$67.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.03% |
$180 - $199
|
3K
$447K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.28% |
$180 - $199
|
357
$53.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.11% |
$180 - $199
|
915
$137K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.78% |
$180 - $199
|
130
$19.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.4% |
$180 - $199
|
253
$37.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$180 - $199
|
10.7K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 0.02% |
$180 - $199
|
5.59K
$834K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.65% |
$180 - $199
|
154
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1+ 0.01% |
$180 - $199
|
8.75K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.68% |
$180 - $199
|
149
$22.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1- 0.04% |
$180 - $199
|
2.51K
$374K
|