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 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100- 11.78% |
$18K - $19.9K
|
749
$112K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-100- 5.68% |
$18K - $19.9K
|
1.66K
$248K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-102- 5.04% |
$18.3K - $20.3K
|
1.92K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-103- 12.35% |
$18.5K - $20.5K
|
731
$109K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-105- 0.61% |
$18.8K - $20.9K
|
17.2K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-106- 0.38% |
$19K - $21.1K
|
27.6K
$4.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-112- 7.7% |
$20.1K - $22.3K
|
1.34K
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-114- 5.95% |
$20.5K - $22.7K
|
1.8K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-114- 0.1% |
$20.5K - $22.7K
|
113K
$16.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-115- 5.0% |
$20.6K - $22.9K
|
2.19K
$326K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-115- 6.37% |
$20.6K - $22.9K
|
1.69K
$252K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-115- 6.0% |
$20.6K - $22.9K
|
1.8K
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-122- 7.69% |
$21.9K - $24.3K
|
1.46K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-122- 1.2% |
$21.9K - $24.3K
|
10.1K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-129- 8.04% |
$23.2K - $25.7K
|
1.48K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-135- 4.18% |
$24.2K - $26.9K
|
3.09K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-140- 80.92% |
$25.1K - $27.9K
|
33
$4.93K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-141- 12.52% |
$25.3K - $28.1K
|
985
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-146- 17.26% |
$26.2K - $29.1K
|
700
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-147- 2.37% |
$26.4K - $29.3K
|
6.05K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-148- 2.2% |
$26.6K - $29.5K
|
6.57K
$981K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-150- 2.71% |
$26.9K - $29.9K
|
5.39K
$805K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-156- 10.71% |
$28K - $31K
|
1.3K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-156- 13.33% |
$28K - $31K
|
1.01K
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-157- 11.23% |
$28.2K - $31.2K
|
1.24K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-162- 4.31% |
$29.1K - $32.2K
|
3.6K
$537K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-165- 3.33% |
$29.6K - $32.8K
|
4.79K
$715K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-168- 2.82% |
$30.2K - $33.4K
|
5.79K
$864K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-175- 8.18% |
$31.4K - $34.8K
|
1.97K
$293K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-178- 4.57% |
$32K - $35.4K
|
3.72K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-178- 10.44% |
$32K - $35.4K
|
1.53K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-180- 8.35% |
$32.3K - $35.8K
|
1.98K
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-185- 8.63% |
$33.2K - $36.8K
|
1.96K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-188- 12.5% |
$33.7K - $37.4K
|
1.32K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-190- 12.99% |
$34.1K - $37.8K
|
1.27K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-191- 5.0% |
$34.3K - $38K
|
3.63K
$542K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-195- 6.25% |
$35K - $38.8K
|
2.93K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.15% |
$35.9K - $39.8K
|
9.1K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-200- 5.06% |
$35.9K - $39.8K
|
3.75K
$560K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-201- 13.15% |
$36.1K - $40K
|
1.33K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-201- 2.09% |
$36.1K - $40K
|
9.42K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-202- 61.77% |
$36.3K - $40.2K
|
125
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-209- 9.68% |
$37.5K - $41.6K
|
1.95K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-213- 6.0% |
$38.2K - $42.4K
|
3.34K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-214- 4.97% |
$38.4K - $42.6K
|
4.1K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-222- 24.92% |
$39.9K - $44.2K
|
669
$99.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-224- 0.68% |
$40.2K - $44.6K
|
32.7K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-233- 0.42% |
$41.8K - $46.4K
|
54.6K
$8.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-239- 6.87% |
$42.9K - $47.6K
|
3.24K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-240- 16.0% |
$43.1K - $47.8K
|
1.26K
$188K
|