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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7New |
$823 - $936
|
7
$769
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.3K+ 15.0% |
$505K - $575K
|
32.9K
$3.62M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-350- 2.21% |
$41.1K - $46.8K
|
15.5K
$1.7M
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.84K+ 41.94% |
$334K - $380K
|
9.62K
$1.06M
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18- 8.41% |
$2.12K - $2.41K
|
196
$21.5K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
86+ 5.18% |
$10.1K - $11.5K
|
1.75K
$192K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.93% |
$235 - $267
|
217
$23.8K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.28% |
$1.18K - $1.34K
|
3.54K
$388K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.06% |
$118 - $134
|
1.6K
$176K
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
866+ 27.58% |
$102K - $116K
|
4.01K
$440K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
43+ 10.75% |
$5.05K - $5.75K
|
443
$48.7K
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.61K- 22.98% |
$189K - $215K
|
5.39K
$593K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
16+ 0.89% |
$1.88K - $2.14K
|
1.81K
$198K
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.54% |
$1.18K - $1.34K
|
1.83K
$201K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.5KNew |
$1.47M - $1.67M
|
12.5K
$1.37M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
444+ 13.25% |
$52.2K - $59.4K
|
3.8K
$417K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-338- 3.71% |
$39.7K - $45.2K
|
8.77K
$964K
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-348- 3.56% |
$40.9K - $46.5K
|
9.44K
$1.04M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 82.78% |
$58.8K - $66.9K
|
104
$11.4K
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
414+ 0.18% |
$48.7K - $55.4K
|
227K
$25M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-18- 0.68% |
$2.12K - $2.41K
|
2.63K
$288K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28+ 140.0% |
$3.29K - $3.74K
|
48
$5.27K
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
632+ 1.87% |
$74.3K - $84.5K
|
34.4K
$3.78M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
88+ 0.47% |
$10.3K - $11.8K
|
18.7K
$2.05M
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.18KNew |
$374K - $425K
|
3.18K
$349K
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.53KNew |
$298K - $339K
|
2.53K
$278K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.61K- 94.2% |
$1.01M - $1.15M
|
530
$58.2K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 7.14% |
$705 - $802
|
78
$8.57K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.18K - $1.34K
|
10
$1.1K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
365+ 0.73% |
$42.9K - $48.8K
|
50.2K
$5.51M
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.46KNew |
$407K - $463K
|
3.46K
$380K
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.76% |
$11.8K - $13.4K
|
13K
$1.43M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-31- 0.17% |
$3.64K - $4.15K
|
18.4K
$2.02M
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.13K- 29.73% |
$133K - $151K
|
2.67K
$294K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$235 - $267
|
2.38K
$262K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.41K- 1.19% |
$283K - $322K
|
199K
$21.9M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.08% |
$235 - $267
|
188
$20.7K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-14.1K- 18.31% |
$1.66M - $1.88M
|
62.8K
$6.91M
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-9- 0.31% |
$1.06K - $1.2K
|
2.91K
$320K
|
|
Q4 2023 | |||||||
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-45- 72.58% |
$4.87K - $5.7K
|
17
$1.87K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.16K- 12.37% |
$991K - $1.16M
|
64.9K
$7.13M
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-302- 65.37% |
$32.7K - $38.3K
|
160
$17.6K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-16- 18.39% |
$1.73K - $2.03K
|
71
$7.8K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
32New |
$3.46K - $4.06K
|
32
$3.52K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-19- 1.18% |
$2.06K - $2.41K
|
1.59K
$174K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.76KClosed |
$406K - $476K
|
0
$0
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
260New |
$28.1K - $33K
|
260
$28.6K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13- 0.8% |
$1.41K - $1.65K
|
1.61K
$177K
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-200- 9.44% |
$21.6K - $25.3K
|
1.92K
$211K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
101New |
$10.9K - $12.8K
|
101
$11.1K
|