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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.85K- 33.05% |
$416K - $487K
|
7.79K
$856K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6New |
$649 - $760
|
6
$659
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
683+ 16.21% |
$73.9K - $86.6K
|
4.9K
$538K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39New |
$4.22K - $4.94K
|
39
$4.29K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
373+ 19.28% |
$40.4K - $47.3K
|
2.31K
$254K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$108 - $127
|
3
$330
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.66K+ 431.44% |
$829K - $971K
|
9.43K
$1.04M
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13- 39.39% |
$1.41K - $1.65K
|
20
$2.2K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-545- 15.4% |
$59K - $69.1K
|
2.99K
$329K
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-283- 11.56% |
$30.6K - $35.9K
|
2.17K
$238K
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.66KNew |
$505K - $591K
|
4.66K
$512K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
83+ 7.32% |
$8.98K - $10.5K
|
1.22K
$134K
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.5KNew |
$270K - $316K
|
2.5K
$274K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-349- 48.14% |
$37.8K - $44.2K
|
376
$41.3K
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-16- 0.68% |
$1.73K - $2.03K
|
2.34K
$257K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-8- 2.03% |
$866 - $1.01K
|
387
$42.5K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.75KNew |
$189K - $221K
|
1.75K
$192K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.64% |
$649 - $760
|
371
$40.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.49K- 61.24% |
$162K - $189K
|
945
$104K
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$192K - $224K
|
1.77K
$195K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.01K- 67.56% |
$650K - $762K
|
2.89K
$317K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.36KNew |
$364K - $426K
|
3.36K
$370K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$227K - $266K
|
2.1K
$230K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.22% |
$433 - $507
|
1.78K
$196K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$433 - $507
|
4
$440
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 5.41% |
$1.51K - $1.77K
|
245
$26.9K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
590+ 5900.0% |
$63.8K - $74.8K
|
600
$65.9K
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.05KNew |
$221K - $259K
|
2.05K
$225K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $127
|
2.07K
$228K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 45.76% |
$2.92K - $3.42K
|
86
$9.45K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27New |
$2.92K - $3.42K
|
27
$2.97K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$1.19K - $1.39K
|
11
$1.21K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.84K - $2.15K
|
17
$1.87K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 6.29% |
$10.8K - $12.7K
|
1.49K
$164K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$21.6K - $25.3K
|
200
$22K
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.88K+ 17.9% |
$420K - $491K
|
25.5K
$2.81M
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-200- 8.65% |
$21.6K - $25.3K
|
2.11K
$232K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
45New |
$4.87K - $5.7K
|
45
$4.95K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-304- 11.46% |
$32.9K - $38.5K
|
2.35K
$258K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.79K- 46.69% |
$410K - $480K
|
4.33K
$476K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
49+ 1.61% |
$5.3K - $6.21K
|
3.1K
$341K
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
142+ 3.11% |
$15.4K - $18K
|
4.71K
$518K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
304+ 4.0% |
$32.9K - $38.5K
|
7.9K
$868K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4K- 71.39% |
$433K - $507K
|
1.6K
$176K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-290- 65.76% |
$31.4K - $36.8K
|
151
$16.6K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-32- 88.89% |
$3.46K - $4.06K
|
4
$440
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$1.13M - $1.33M
|
10.5K
$1.15M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.63KNew |
$176K - $206K
|
1.63K
$179K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.19K - $1.39K
|
11
$1.21K
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.37KNew |
$365K - $427K
|
3.37K
$371K
|