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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 1.91% |
$8.87K - $10.4K
|
4.22K
$461K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
463New |
$50.1K - $58.7K
|
463
$50.6K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 50.0% |
$3.79K - $4.44K
|
105
$11.5K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$541 - $634
|
7
$766
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$2.06K - $2.41K
|
19
$2.08K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-418- 8.06% |
$45.2K - $53K
|
4.77K
$522K
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-225- 2.89% |
$24.3K - $28.5K
|
7.57K
$827K
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-929- 2.34% |
$101K - $118K
|
38.7K
$4.23M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$108 - $127
|
1
$109
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-17- 10.83% |
$1.84K - $2.15K
|
140
$15.3K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-328- 25.33% |
$35.5K - $41.6K
|
967
$106K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-283- 14.07% |
$30.6K - $35.9K
|
1.73K
$189K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-590- 5.54% |
$63.8K - $74.8K
|
10.1K
$1.1M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 5.2% |
$16.8K - $19.6K
|
2.83K
$309K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.51% |
$216 - $253
|
392
$42.9K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.08K- 14.49% |
$225K - $264K
|
12.3K
$1.34M
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$216 - $253
|
1.65K
$181K
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
700+ 8.05% |
$75.7K - $88.7K
|
9.4K
$1.03M
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.59KNew |
$172K - $202K
|
1.59K
$174K
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-740- 13.02% |
$80.1K - $93.8K
|
4.94K
$541K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25New |
$2.71K - $3.17K
|
25
$2.73K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-26- 5.5% |
$2.81K - $3.3K
|
447
$48.9K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-727- 7.72% |
$89.4K - $111K
|
8.69K
$950K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 2.8% |
$5.9K - $7.35K
|
1.67K
$182K
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.83K+ 84.32% |
$717K - $893K
|
12.8K
$1.39M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24.2K- 26.83% |
$2.97M - $3.7M
|
66K
$7.21M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
66+ 32.51% |
$8.11K - $10.1K
|
269
$29.4K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
788+ 56.81% |
$96.9K - $121K
|
2.18K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$2.17M - $2.71M
|
17.7K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-591- 4.06% |
$72.6K - $90.5K
|
14K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
38New |
$4.67K - $5.82K
|
38
$4.16K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.6KNew |
$2.65M - $3.3M
|
21.6K
$2.36M
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.02KNew |
$740K - $921K
|
6.02K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-2.3K- 16.43% |
$282K - $351K
|
11.7K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.1K+ 752.56% |
$2.1M - $2.62M
|
19.4K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
257+ 5.64% |
$31.6K - $39.4K
|
4.81K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
777New |
$95.5K - $119K
|
777
$85K
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
7.36KNew |
$904K - $1.13M
|
7.36K
$805K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-22- 84.62% |
$2.7K - $3.37K
|
4
$437
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
112New |
$13.8K - $17.2K
|
112
$12.2K
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.73KNew |
$336K - $418K
|
2.73K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
542+ 25.69% |
$66.6K - $83K
|
2.65K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 18.31% |
$252K - $314K
|
13.3K
$1.45M
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$507K - $632K
|
4.13K
$452K
|
|
Nov 14, 2023
Q3 2023
|
Tig Advisors, LLC
New York, NY |
BUY
|
PUT |
36KNew |
$4.42M - $5.51M
|
36K
$3.94M
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-66.7K- 96.11% |
$8.2M - $10.2M
|
2.7K
$295K
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-6.79K- 39.15% |
$834K - $1.04M
|
10.5K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
24.8KNew |
$3.04M - $3.79M
|
24.8K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.14KNew |
$386K - $481K
|
3.14K
$344K
|