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 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-23.3K- 98.12% |
$2.34M - $2.76M
|
445
$49.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-121- 54.26% |
$12.1K - $14.3K
|
102
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 11.17% |
$152K - $179K
|
15K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $261K
|
2.21K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.42% |
$201 - $237
|
474
$52.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
260New |
$26.1K - $30.8K
|
260
$29K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-220- 14.97% |
$22.1K - $26.1K
|
1.25K
$139K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$100 - $118
|
1
$111
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
66+ 3.24% |
$6.63K - $7.82K
|
2.1K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$1K - $1.18K
|
10
$1.11K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.83KNew |
$184K - $216K
|
1.83K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20New |
$2.01K - $2.37K
|
20
$2.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-91- 5.65% |
$9.14K - $10.8K
|
1.52K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5New |
$502 - $592
|
5
$557
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 10.14% |
$5.02K - $5.92K
|
443
$49.3K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$301 - $355
|
4
$445
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.19K+ 9.24% |
$119K - $141K
|
14K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-82- 16.33% |
$8.23K - $9.71K
|
420
$46.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 15.6% |
$105K - $124K
|
5.67K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-69- 7.23% |
$6.93K - $8.17K
|
885
$98.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-270- 3.69% |
$27.1K - $32K
|
7.04K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-723- 19.42% |
$72.6K - $85.6K
|
3K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.79K+ 68.21% |
$782K - $922K
|
19.2K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-593- 1.11% |
$59.5K - $70.2K
|
53K
$5.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.7KNew |
$170K - $201K
|
1.7K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
133+ 2.62% |
$13.4K - $15.7K
|
5.21K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 62.5% |
$2.01K - $2.37K
|
12
$1.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-232- 11.88% |
$23.3K - $27.5K
|
1.72K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-6- 0.03% |
$602 - $710
|
20.9K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 61.54% |
$1.61K - $1.89K
|
10
$1.11K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-96- 4.08% |
$9.64K - $11.4K
|
2.26K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12New |
$1.2K - $1.42K
|
12
$1.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$202K - $238K
|
2.01K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
119+ 2.62% |
$11.9K - $14.1K
|
4.65K
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-40- 1.34% |
$4.02K - $4.74K
|
2.96K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02KNew |
$203K - $240K
|
2.02K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
32New |
$3.21K - $3.79K
|
32
$3.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-336- 13.54% |
$33.7K - $39.8K
|
2.15K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.46KNew |
$548K - $646K
|
5.46K
$608K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
988New |
$99.2K - $117K
|
988
$110K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$201 - $237
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.75KNew |
$175K - $207K
|
1.75K
$195K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-710- 26.25% |
$71.3K - $84.1K
|
2K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.78KNew |
$179K - $211K
|
1.78K
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-51- 18.15% |
$5.12K - $6.04K
|
230
$25.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-98- 23.0% |
$9.84K - $11.6K
|
328
$36.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.54K- 44.38% |
$155K - $182K
|
1.93K
$215K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
443+ 22.05% |
$44.5K - $52.5K
|
2.45K
$273K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.86% |
$1K - $1.18K
|
269
$30K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-89- 59.33% |
$8.94K - $10.5K
|
61
$6.79K
|