Purchases and Sales Made in Q4 2024 in Hershey CO (HSY)
This table provides information about the institutional ownership of Hershey CO (HSY) during Q4 2024. 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 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
517+ 14.23% |
$87.2K - $100K
|
4.15K
$641K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
516+ 9.5% |
$87K - $99.9K
|
5.95K
$919K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
505+ 12.09% |
$85.2K - $97.8K
|
4.68K
$723K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 0.49% |
$84.7K - $97.2K
|
102K
$15.8M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
496+ 39.71% |
$83.7K - $96.1K
|
1.75K
$270K
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
491+ 1.77% |
$82.8K - $95.1K
|
28.2K
$4.36M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
482New |
$81.3K - $93.3K
|
482
$74.5K
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
475+ 15.75% |
$80.1K - $92K
|
3.49K
$539K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
467+ 6.04% |
$78.8K - $90.4K
|
8.2K
$1.27M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
441+ 20.74% |
$74.4K - $85.4K
|
2.57K
$397K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
435+ 21.44% |
$73.4K - $84.2K
|
2.46K
$381K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
435+ 3.02% |
$73.4K - $84.2K
|
14.8K
$2.29M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
433New |
$73K - $83.9K
|
433
$66.9K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
426+ 12.48% |
$71.9K - $82.5K
|
3.84K
$593K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
419+ 22.32% |
$70.7K - $81.1K
|
2.3K
$355K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
412+ 22.61% |
$69.5K - $79.8K
|
2.23K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
411+ 4.4% |
$69.3K - $79.6K
|
9.75K
$1.51M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
394+ 18.74% |
$66.5K - $76.3K
|
2.5K
$386K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
394+ 6.71% |
$66.5K - $76.3K
|
6.27K
$968K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
384+ 22.17% |
$64.8K - $74.4K
|
2.12K
$327K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
383+ 6.25% |
$64.6K - $74.2K
|
6.51K
$1.01M
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
375+ 1.55% |
$63.3K - $72.6K
|
24.6K
$3.8M
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
367+ 1.32% |
$61.9K - $71.1K
|
28.1K
$4.34M
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
364+ 21.55% |
$61.4K - $70.5K
|
2.05K
$317K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
363+ 20.34% |
$61.2K - $70.3K
|
2.15K
$332K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
360+ 3.21% |
$60.7K - $69.7K
|
11.6K
$1.79M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
358+ 464.94% |
$60.4K - $69.3K
|
435
$67.2K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
356+ 17.96% |
$60K - $68.9K
|
2.34K
$361K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
348+ 12.88% |
$58.7K - $67.4K
|
3.05K
$471K
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
345+ 9.7% |
$58.2K - $66.8K
|
3.9K
$602K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
338+ 9.06% |
$57K - $65.5K
|
4.07K
$629K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
330New |
$55.7K - $63.9K
|
330
$51K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
319New |
$53.8K - $61.8K
|
319
$49.3K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
316+ 8.04% |
$53.3K - $61.2K
|
4.25K
$656K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
315+ 10.51% |
$53.1K - $61K
|
3.31K
$511K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
309+ 20.64% |
$52.1K - $59.8K
|
1.81K
$279K
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
307+ 17.39% |
$51.8K - $59.5K
|
2.07K
$320K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
302+ 1.47% |
$50.9K - $58.5K
|
20.9K
$3.22M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
298+ 21.21% |
$50.3K - $57.7K
|
1.7K
$263K
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
291+ 2.45% |
$49.1K - $56.4K
|
12.2K
$1.88M
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
288+ 0.85% |
$48.6K - $55.8K
|
34K
$5.25M
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
288+ 2.69% |
$48.6K - $55.8K
|
11K
$1.7M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
286+ 3.17% |
$48.2K - $55.4K
|
9.3K
$1.44M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
282+ 12.03% |
$47.6K - $54.6K
|
2.63K
$406K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
261+ 5.31% |
$44K - $50.5K
|
5.18K
$800K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
257+ 6.4% |
$43.3K - $49.8K
|
4.27K
$660K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
256+ 8.39% |
$43.2K - $49.6K
|
3.31K
$511K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
249+ 4.07% |
$42K - $48.2K
|
6.37K
$984K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
235+ 10.67% |
$39.6K - $45.5K
|
2.44K
$377K
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
215+ 11.91% |
$36.3K - $41.6K
|
2.02K
$312K
|