Latest Institutional Transactions on J M Smucker CO (SJM)
This table provides information on the latest institutional transactions involving J M Smucker CO (SJM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-35- 87.5% |
$3.82K - $4.28K
|
5
$505
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 0.62% |
$8.95K - $10K
|
13.3K
$1.34M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-230- 4.04% |
$25.1K - $28.2K
|
5.46K
$551K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102+ 10.97% |
$11.1K - $12.5K
|
1.03K
$104K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-400- 18.03% |
$43.6K - $49K
|
1.82K
$184K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
863+ 19.83% |
$94.2K - $106K
|
5.21K
$526K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-523- 21.98% |
$57.1K - $64K
|
1.86K
$187K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
242+ 7.14% |
$26.4K - $29.6K
|
3.63K
$366K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 85.71% |
$655 - $734
|
13
$1.31K
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-213- 1.87% |
$23.2K - $26.1K
|
11.2K
$1.13M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.92KNew |
$210K - $235K
|
1.92K
$194K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-57- 2.13% |
$6.22K - $6.98K
|
2.62K
$265K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4- 0.44% |
$436 - $490
|
904
$91.2K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 1.17% |
$764 - $857
|
605
$61K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
624+ 27.0% |
$68.1K - $76.4K
|
2.94K
$296K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
117+ 2.07% |
$12.8K - $14.3K
|
5.78K
$583K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
96+ 1.1% |
$10.5K - $11.8K
|
8.79K
$887K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 7.69% |
$109 - $122
|
14
$1.41K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 3.23% |
$436 - $490
|
120
$12.1K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
300+ 9.99% |
$32.7K - $36.7K
|
3.3K
$333K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.63K- 3.93% |
$177K - $199K
|
39.7K
$4.01M
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2+ 0.81% |
$218 - $245
|
249
$25.1K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.07% |
$218 - $245
|
189
$19.1K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
537+ 13.5% |
$58.6K - $65.7K
|
4.52K
$456K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 8.2% |
$32.7K - $36.7K
|
3.36K
$339K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 15.94% |
$1.2K - $1.35K
|
80
$8.07K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-107- 2.15% |
$11.7K - $13.1K
|
4.88K
$492K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
289+ 628.26% |
$31.5K - $35.4K
|
335
$33.8K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.97KNew |
$324K - $363K
|
2.97K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-8- 0.43% |
$873 - $979
|
1.84K
$186K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17+ 0.08% |
$1.86K - $2.08K
|
20.6K
$2.08M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-8- 10.13% |
$873 - $979
|
71
$7.16K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$218 - $245
|
2
$202
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.9K+ 30.21% |
$1.63M - $1.82M
|
64.2K
$6.48M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6- 13.04% |
$655 - $734
|
40
$4.04K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
733+ 22.15% |
$80K - $89.7K
|
4.04K
$408K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 24.08% |
$1.33M - $1.49M
|
38.3K
$3.87M
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
23New |
$2.51K - $2.82K
|
23
$2.32K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-16- 28.57% |
$1.75K - $1.96K
|
40
$4.04K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.75K - $1.96K
|
16
$1.61K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
600New |
$65.5K - $73.4K
|
600
$60.5K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-303- 28.06% |
$33.1K - $37.1K
|
777
$78.4K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
4.9KNew |
$535K - $600K
|
4.9K
$494K
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
4.48KNew |
$489K - $549K
|
4.48K
$452K
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-239- 7.8% |
$26.1K - $29.3K
|
2.83K
$285K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.19K+ 3128.57% |
$239K - $268K
|
2.26K
$228K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-42- 1.65% |
$4.58K - $5.14K
|
2.5K
$253K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 10.86% |
$4.26K - $4.77K
|
320
$32.3K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-31.4K- 27.46% |
$3.42M - $3.84M
|
82.9K
$8.36M
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
1.78KNew |
$194K - $218K
|
1.78K
$179K
|