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 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1- 0.06% |
$180 - $199
|
1.56K
$232K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.17% |
$359 - $398
|
1.21K
$181K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.27% |
$359 - $398
|
747
$111K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2- 0.13% |
$359 - $398
|
1.51K
$225K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4- 0.3% |
$718 - $796
|
1.31K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4- 0.12% |
$718 - $796
|
3.25K
$486K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 10.42% |
$898 - $995
|
43
$6.42K
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-5- 0.1% |
$898 - $995
|
4.88K
$729K
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6- 0.51% |
$1.08K - $1.19K
|
1.16K
$174K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 26.09% |
$1.08K - $1.19K
|
17
$2.54K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6- 0.18% |
$1.08K - $1.19K
|
3.36K
$501K
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 0.03% |
$1.26K - $1.39K
|
27.6K
$4.12M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-9- 0.47% |
$1.62K - $1.79K
|
1.9K
$284K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9- 0.22% |
$1.62K - $1.79K
|
3.99K
$596K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 1.57% |
$1.62K - $1.79K
|
565
$84.3K
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10- 0.2% |
$1.8K - $1.99K
|
5.06K
$756K
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.08% |
$1.8K - $1.99K
|
12.1K
$1.8M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10- 3.73% |
$1.8K - $1.99K
|
258
$38.5K
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10- 1.42% |
$1.8K - $1.99K
|
694
$104K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.33% |
$1.97K - $2.19K
|
3.31K
$494K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-14- 0.86% |
$2.51K - $2.79K
|
1.62K
$242K
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15- 0.11% |
$2.69K - $2.99K
|
14.1K
$2.1M
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-15- 1.22% |
$2.69K - $2.99K
|
1.21K
$181K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 36.36% |
$2.87K - $3.18K
|
28
$4.18K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 5.35% |
$2.87K - $3.18K
|
283
$42.2K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16- 0.16% |
$2.87K - $3.18K
|
9.72K
$1.45M
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-16- 0.05% |
$2.87K - $3.18K
|
31K
$4.62M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-18- 0.18% |
$3.23K - $3.58K
|
10.3K
$1.53M
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-18- 1.61% |
$3.23K - $3.58K
|
1.1K
$164K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 8.37% |
$3.41K - $3.78K
|
208
$31K
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-19- 0.22% |
$3.41K - $3.78K
|
8.48K
$1.27M
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-20- 14.6% |
$3.59K - $3.98K
|
117
$17.5K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-21- 75.0% |
$3.77K - $4.18K
|
7
$1.04K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21- 1.25% |
$3.77K - $4.18K
|
1.66K
$248K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-21- 1.34% |
$3.77K - $4.18K
|
1.54K
$230K
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-22- 1.87% |
$3.95K - $4.38K
|
1.15K
$172K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-24- 0.05% |
$4.31K - $4.78K
|
52.3K
$7.81M
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-24- 2.03% |
$4.31K - $4.78K
|
1.16K
$173K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 25.0% |
$4.49K - $4.98K
|
75
$11.2K
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-25- 1.12% |
$4.49K - $4.98K
|
2.21K
$330K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 7.46% |
$4.49K - $4.98K
|
310
$46.3K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-27- 1.29% |
$4.85K - $5.37K
|
2.07K
$309K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-28- 1.89% |
$5.03K - $5.57K
|
1.45K
$217K
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-29- 1.12% |
$5.21K - $5.77K
|
2.55K
$381K
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 1.43% |
$5.21K - $5.77K
|
2K
$299K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-30- 21.13% |
$5.39K - $5.97K
|
112
$16.7K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30- 30.3% |
$5.39K - $5.97K
|
69
$10.3K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-31- 43.66% |
$5.57K - $6.17K
|
40
$5.97K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-32- 0.04% |
$5.74K - $6.37K
|
89.3K
$13.3M
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-33- 0.77% |
$5.92K - $6.57K
|
4.27K
$638K
|