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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$11.8K - $13.4K
|
100
$10.1K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-11.5K- 55.84% |
$1.35M - $1.54M
|
9.11K
$919K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
34+ 2.13% |
$4K - $4.55K
|
1.63K
$165K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
41+ 0.54% |
$4.82K - $5.48K
|
7.68K
$774K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
666New |
$78.3K - $89.1K
|
666
$67.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.18K- 25.21% |
$256K - $291K
|
6.47K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26- 50.0% |
$3.06K - $3.48K
|
26
$2.62K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.84K+ 46.29% |
$216K - $246K
|
5.8K
$585K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-340- 13.28% |
$40K - $45.5K
|
2.22K
$224K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
750New |
$88.2K - $100K
|
750
$75.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-55- 9.91% |
$6.46K - $7.36K
|
500
$50.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 40.0% |
$5.88K - $6.69K
|
75
$7.57K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
653+ 3.29% |
$76.8K - $87.3K
|
20.5K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$118 - $134
|
62
$6.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.5K- 45.26% |
$177K - $201K
|
1.82K
$183K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-102- 7.86% |
$12K - $13.6K
|
1.2K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-121K- 22.51% |
$14.2M - $16.2M
|
416K
$42M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 21.43% |
$353 - $401
|
11
$1.11K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.21K+ 27.27% |
$142K - $161K
|
5.63K
$568K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.06% |
$118 - $134
|
1.82K
$183K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.53% |
$3.29K - $3.74K
|
1.86K
$188K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
11+ 275.0% |
$1.29K - $1.47K
|
15
$1.51K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
61+ 156.41% |
$7.17K - $8.16K
|
100
$10.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 20.0% |
$11.8K - $13.4K
|
400
$40.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.43K+ 10.88% |
$168K - $191K
|
14.6K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
892+ 5.06% |
$105K - $119K
|
18.5K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.6KNew |
$188K - $214K
|
1.6K
$161K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.03% |
$235 - $267
|
7.07K
$714K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.49K- 33.2% |
$292K - $333K
|
5.01K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.43K- 9.15% |
$403K - $459K
|
34K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
86+ 5.18% |
$10.1K - $11.5K
|
1.75K
$176K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.06% |
$118 - $134
|
1.6K
$161K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
43+ 10.75% |
$5.05K - $5.75K
|
443
$44.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.54% |
$1.18K - $1.34K
|
1.83K
$185K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.5KNew |
$1.47M - $1.67M
|
12.5K
$1.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
632+ 1.87% |
$74.3K - $84.5K
|
34.4K
$3.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.53KNew |
$298K - $339K
|
2.53K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.46KNew |
$407K - $463K
|
3.46K
$349K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.62K- 1.43% |
$175K - $205K
|
112K
$11.3M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.62K+ 2.95% |
$175K - $205K
|
56.5K
$5.7M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-32- 43.84% |
$3.46K - $4.06K
|
41
$4.14K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
32New |
$3.46K - $4.06K
|
32
$3.23K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-19- 1.18% |
$2.06K - $2.41K
|
1.59K
$160K
|
|
|
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
$26.2K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13- 0.8% |
$1.41K - $1.65K
|
1.61K
$162K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-200- 9.44% |
$21.6K - $25.3K
|
1.92K
$194K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
63New |
$6.82K - $7.98K
|
63
$6.36K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
155New |
$16.8K - $19.6K
|
155
$15.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
4.68KNew |
$506K - $593K
|
4.68K
$472K
|
|