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 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.02K- 17.01% |
$183K - $202K
|
4.96K
$741K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.02K- 6.97% |
$183K - $203K
|
13.6K
$2.03M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.04K- 10.78% |
$186K - $206K
|
8.58K
$1.28M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.04K- 16.33% |
$187K - $207K
|
5.33K
$796K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06K- 8.9% |
$190K - $211K
|
10.8K
$1.62M
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.1KClosed |
$197K - $219K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.14K- 23.3% |
$204K - $227K
|
3.75K
$560K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.14K- 20.8% |
$205K - $227K
|
4.35K
$649K
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.14K- 8.21% |
$205K - $227K
|
12.8K
$1.91M
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.16K- 34.94% |
$208K - $230K
|
2.15K
$321K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.17K- 39.29% |
$209K - $232K
|
1.8K
$269K
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.2K- 3.7% |
$215K - $239K
|
31.2K
$4.66M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.24K- 11.61% |
$223K - $247K
|
9.47K
$1.41M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.33K- 3.62% |
$238K - $264K
|
35.3K
$5.27M
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.34K- 27.29% |
$240K - $266K
|
3.56K
$532K
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.34K- 34.13% |
$241K - $267K
|
2.59K
$386K
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.36K- 10.1% |
$244K - $270K
|
12.1K
$1.8M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.36K- 11.87% |
$244K - $270K
|
10.1K
$1.5M
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.37K- 25.85% |
$246K - $273K
|
3.93K
$587K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 29.51% |
$247K - $274K
|
3.29K
$491K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.39K- 43.26% |
$249K - $276K
|
1.82K
$272K
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.4K- 22.63% |
$251K - $278K
|
4.78K
$713K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.4K- 1.8% |
$252K - $279K
|
76.5K
$11.4M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 51.19% |
$254K - $281K
|
1.35K
$201K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.46K- 78.16% |
$262K - $291K
|
408
$60.9K
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.47K- 23.49% |
$264K - $292K
|
4.78K
$714K
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.47K- 6.99% |
$265K - $293K
|
19.6K
$2.93M
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.52K- 39.82% |
$272K - $302K
|
2.29K
$342K
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.53K- 30.36% |
$274K - $304K
|
3.5K
$522K
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-1.58K- 3.02% |
$284K - $314K
|
50.7K
$7.56M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.6K- 29.88% |
$288K - $319K
|
3.76K
$562K
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.61K- 18.12% |
$288K - $319K
|
7.25K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 20.57% |
$292K - $323K
|
6.27K
$936K
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.64K- 13.81% |
$294K - $325K
|
10.2K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.69K- 1.55% |
$303K - $336K
|
107K
$16M
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.75K- 25.31% |
$315K - $349K
|
5.18K
$772K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.81K- 18.54% |
$324K - $359K
|
7.93K
$1.18M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.81K- 8.83% |
$325K - $360K
|
18.7K
$2.79M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.84K- 41.8% |
$331K - $367K
|
2.57K
$383K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2K- 42.55% |
$359K - $398K
|
2.7K
$403K
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.06K- 6.5% |
$369K - $410K
|
29.6K
$4.41M
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.12K- 7.83% |
$381K - $422K
|
25K
$3.73M
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.17K- 4.14% |
$390K - $433K
|
50.3K
$7.51M
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.22K- 1.79% |
$398K - $441K
|
122K
$18.2M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.22K- 54.86% |
$399K - $442K
|
1.83K
$273K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.22K- 54.86% |
$399K - $442K
|
1.83K
$273K
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.24K- 14.63% |
$402K - $445K
|
13.1K
$1.95M
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.37K- 54.62% |
$425K - $471K
|
1.97K
$293K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.4K- 36.0% |
$430K - $477K
|
4.26K
$636K
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.4K- 29.72% |
$431K - $478K
|
5.68K
$848K
|