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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-500- 29.78% |
$89.8K - $99.5K
|
1.18K
$176K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-501- 10.04% |
$89.9K - $99.7K
|
4.49K
$670K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-519- 5.04% |
$93.2K - $103K
|
9.79K
$1.46M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-521- 2.45% |
$93.5K - $104K
|
20.8K
$3.1M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-522- 0.24% |
$93.7K - $104K
|
214K
$32M
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-524- 8.18% |
$94.1K - $104K
|
5.88K
$877K
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-525- 9.42% |
$94.2K - $104K
|
5.05K
$754K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-530- 16.73% |
$95.1K - $105K
|
2.64K
$394K
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-546- 5.97% |
$98K - $109K
|
8.6K
$1.28M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-547- 18.98% |
$98.2K - $109K
|
2.34K
$348K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-548- 23.28% |
$98.4K - $109K
|
1.81K
$270K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-569- 11.86% |
$102K - $113K
|
4.23K
$631K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-575- 12.2% |
$103K - $114K
|
4.14K
$617K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-581- 6.65% |
$104K - $116K
|
8.15K
$1.22M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 28.57% |
$108K - $119K
|
1.5K
$224K
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-600- 1.44% |
$108K - $119K
|
41K
$6.11M
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-604- 2.0% |
$108K - $120K
|
29.6K
$4.42M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-609- 21.63% |
$109K - $121K
|
2.21K
$329K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-618- 30.52% |
$111K - $123K
|
1.41K
$210K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-620- 35.94% |
$111K - $123K
|
1.11K
$165K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-624- 27.54% |
$112K - $124K
|
1.64K
$245K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-629- 11.48% |
$113K - $125K
|
4.85K
$724K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-629- 7.07% |
$113K - $125K
|
8.27K
$1.23M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-634- 75.93% |
$114K - $126K
|
201
$30K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-648- 1.56% |
$116K - $129K
|
41K
$6.12M
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-663- 19.31% |
$119K - $132K
|
2.77K
$413K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-679- 4.26% |
$122K - $135K
|
15.3K
$2.28M
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-687- 9.26% |
$123K - $137K
|
6.73K
$1M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-690- 10.78% |
$124K - $137K
|
5.71K
$852K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-700- 16.39% |
$126K - $139K
|
3.57K
$533K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-712- 1.8% |
$128K - $142K
|
38.8K
$5.78M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-731- 6.44% |
$131K - $145K
|
10.6K
$1.59M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-736- 24.26% |
$132K - $146K
|
2.3K
$343K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-744- 35.46% |
$134K - $148K
|
1.35K
$202K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-779- 34.78% |
$140K - $155K
|
1.46K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-820- 0.63% |
$147K - $163K
|
130K
$19.4M
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-825- 9.3% |
$148K - $164K
|
8.05K
$1.2M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-840- 14.41% |
$151K - $167K
|
4.99K
$745K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-843- 9.22% |
$151K - $168K
|
8.3K
$1.24M
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-850- 0.55% |
$153K - $169K
|
155K
$23.1M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-853- 9.87% |
$153K - $170K
|
7.79K
$1.16M
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-859- 12.25% |
$154K - $171K
|
6.16K
$919K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-863- 14.01% |
$155K - $172K
|
5.3K
$791K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-876- 39.78% |
$157K - $174K
|
1.33K
$198K
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-907- 28.7% |
$163K - $181K
|
2.25K
$336K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-940- 9.77% |
$169K - $187K
|
8.69K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-940- 16.45% |
$169K - $187K
|
4.77K
$713K
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-977- 24.35% |
$175K - $194K
|
3.04K
$453K
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-983- 2.27% |
$176K - $196K
|
42.2K
$6.31M
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 5.52% |
$180K - $199K
|
17.1K
$2.55M
|