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 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.5KNew |
$270K - $316K
|
2.5K
$293K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.49K- 61.24% |
$162K - $189K
|
945
$111K
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$192K - $224K
|
1.77K
$208K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.01K- 67.56% |
$650K - $762K
|
2.89K
$339K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
3.36KNew |
$364K - $426K
|
3.36K
$395K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$433 - $507
|
4
$470
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 5.41% |
$1.51K - $1.77K
|
245
$28.8K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
590+ 5900.0% |
$63.8K - $74.8K
|
600
$70.4K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $127
|
2.07K
$243K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 45.76% |
$2.92K - $3.42K
|
86
$10.1K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$1.19K - $1.39K
|
11
$1.29K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.84K - $2.15K
|
17
$2K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 6.29% |
$10.8K - $12.7K
|
1.49K
$175K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$21.6K - $25.3K
|
200
$23.5K
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.88K+ 17.9% |
$420K - $491K
|
25.5K
$3M
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
45New |
$4.87K - $5.7K
|
45
$5.28K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-304- 11.46% |
$32.9K - $38.5K
|
2.35K
$276K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.79K- 46.69% |
$410K - $480K
|
4.33K
$508K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
49+ 1.61% |
$5.3K - $6.21K
|
3.1K
$364K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
304+ 4.0% |
$32.9K - $38.5K
|
7.9K
$928K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4K- 71.39% |
$433K - $507K
|
1.6K
$188K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-32- 88.89% |
$3.46K - $4.06K
|
4
$470
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5KNew |
$1.13M - $1.33M
|
10.5K
$1.23M
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.37KNew |
$365K - $427K
|
3.37K
$396K
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
88.2KNew |
$9.54M - $11.2M
|
88.2K
$10.4M
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.7KNew |
$184K - $215K
|
1.7K
$200K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-85- 29.31% |
$9.2K - $10.8K
|
205
$24.1K
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$2.27M - $2.66M
|
21K
$2.47M
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
150+ 300.0% |
$16.2K - $19K
|
200
$23.5K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3New |
$325 - $380
|
3
$352
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.66K- 3.89% |
$287K - $337K
|
65.6K
$7.7M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
8+ 2.49% |
$866 - $1.01K
|
329
$38.6K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$10.8K - $12.7K
|
100
$11.7K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.49% |
$1.62K - $1.9K
|
3.09K
$362K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
540New |
$58.4K - $68.4K
|
540
$63.4K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
153+ 1.1% |
$16.6K - $19.4K
|
14.1K
$1.65M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$541 - $634
|
5
$587
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78KNew |
$192K - $225K
|
1.78K
$209K
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.98KNew |
$323K - $378K
|
2.98K
$350K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$108 - $127
|
1
$117
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
187New |
$20.2K - $23.7K
|
187
$22K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-9- 0.54% |
$974 - $1.14K
|
1.65K
$194K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-150- 83.8% |
$16.2K - $19K
|
29
$3.4K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.61KNew |
$174K - $204K
|
1.61K
$189K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-331- 99.7% |
$35.8K - $42K
|
1
$117
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7New |
$757 - $887
|
7
$822
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.6KNew |
$173K - $203K
|
1.6K
$188K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-400- 88.5% |
$43.3K - $50.7K
|
52
$6.1K
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-348- 4.93% |
$37.7K - $44.1K
|
6.7K
$787K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
398+ 10.94% |
$43.1K - $50.4K
|
4.04K
$474K
|