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 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.58KNew |
$283K - $314K
|
1.58K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.58KNew |
$283K - $313K
|
1.58K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.55K+ 3.26% |
$279K - $309K
|
49.2K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
1.55K+ 4.52% |
$278K - $308K
|
35.8K
$5.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.54K+ 2.68% |
$276K - $306K
|
58.9K
$8.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.51KNew |
$271K - $301K
|
1.51K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.49K+ 113.41% |
$267K - $296K
|
2.8K
$418K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49KNew |
$267K - $296K
|
1.49K
$222K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.47KNew |
$263K - $292K
|
1.47K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 32.08% |
$263K - $292K
|
6.04K
$901K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.47K+ 2.83% |
$263K - $292K
|
53.1K
$7.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.45K+ 6.35% |
$260K - $288K
|
24.2K
$3.61M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.45K+ 6.35% |
$260K - $288K
|
24.2K
$3.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.45KNew |
$259K - $288K
|
1.45K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 12.64% |
$254K - $282K
|
12.6K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
1.41K+ 1095.35% |
$254K - $281K
|
1.54K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.4K+ 129.99% |
$251K - $279K
|
2.48K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 101.13% |
$241K - $267K
|
2.67K
$399K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.34KNew |
$241K - $267K
|
1.34K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.33K+ 22.29% |
$239K - $265K
|
7.32K
$1.09M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.32KNew |
$237K - $263K
|
1.32K
$197K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.31KNew |
$235K - $260K
|
1.31K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.28K+ 18.16% |
$230K - $255K
|
8.32K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.26K+ 17.74% |
$226K - $251K
|
8.37K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$224K - $248K
|
1.25K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.23K+ 7.53% |
$221K - $245K
|
17.6K
$2.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.22K+ 4.75% |
$219K - $243K
|
26.9K
$4.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.21K+ 11.33% |
$217K - $241K
|
11.9K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.2KNew |
$216K - $239K
|
1.2K
$179K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.2K+ 37.13% |
$215K - $239K
|
4.43K
$661K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.2KNew |
$215K - $239K
|
1.2K
$179K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.19KNew |
$213K - $236K
|
1.19K
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
1.18KNew |
$212K - $235K
|
1.18K
$176K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.17KNew |
$211K - $233K
|
1.17K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.16K+ 9.49% |
$208K - $231K
|
13.4K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.16KNew |
$208K - $230K
|
1.16K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
1.14KNew |
$204K - $226K
|
1.14K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.13KNew |
$203K - $225K
|
1.13K
$169K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 52.59% |
$198K - $220K
|
3.21K
$478K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.1KNew |
$198K - $219K
|
1.1K
$164K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$197K - $218K
|
1.1K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.08K+ 20.98% |
$195K - $216K
|
6.25K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.08K+ 52.02% |
$194K - $215K
|
3.16K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.07K+ 9.11% |
$192K - $212K
|
12.8K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 7.53% |
$191K - $211K
|
15.2K
$2.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.05K+ 3.58% |
$189K - $210K
|
30.4K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.05K+ 8.53% |
$188K - $209K
|
13.3K
$1.99M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.03KNew |
$185K - $205K
|
1.03K
$154K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.02K+ 5.94% |
$184K - $204K
|
18.3K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$180K - $199K
|
1K
$149K
|