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 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.88K+ 17.9% |
$420K - $491K
|
25.5K
$2.58M
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
45New |
$4.87K - $5.7K
|
45
$4.54K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-304- 11.46% |
$32.9K - $38.5K
|
2.35K
$237K
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.79K- 46.69% |
$410K - $480K
|
4.33K
$437K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
49+ 1.61% |
$5.3K - $6.21K
|
3.1K
$313K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4K- 71.39% |
$433K - $507K
|
1.6K
$162K
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
3.37KNew |
$365K - $427K
|
3.37K
$340K
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
88.2KNew |
$9.54M - $11.2M
|
88.2K
$8.9M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-85- 29.31% |
$9.2K - $10.8K
|
205
$20.7K
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$2.27M - $2.66M
|
21K
$2.12M
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
150+ 300.0% |
$16.2K - $19K
|
200
$20.2K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3New |
$325 - $380
|
3
$303
|
|
Jan 31, 2024
Q4 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-2.66K- 3.89% |
$287K - $337K
|
65.6K
$6.62M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
8+ 2.49% |
$866 - $1.01K
|
329
$33.2K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$10.8K - $12.7K
|
100
$10.1K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.49% |
$1.62K - $1.9K
|
3.09K
$311K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
540New |
$58.4K - $68.4K
|
540
$54.5K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
153+ 1.1% |
$16.6K - $19.4K
|
14.1K
$1.42M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$541 - $634
|
5
$505
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78KNew |
$192K - $225K
|
1.78K
$179K
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.98KNew |
$323K - $378K
|
2.98K
$301K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$108 - $127
|
1
$101
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
187New |
$20.2K - $23.7K
|
187
$18.9K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-150- 83.8% |
$16.2K - $19K
|
29
$2.93K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.61KNew |
$174K - $204K
|
1.61K
$163K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7New |
$757 - $887
|
7
$706
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.6KNew |
$173K - $203K
|
1.6K
$162K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-400- 88.5% |
$43.3K - $50.7K
|
52
$5.25K
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-348- 4.93% |
$37.7K - $44.1K
|
6.7K
$676K
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
398+ 10.94% |
$43.1K - $50.4K
|
4.04K
$407K
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-182- 3.51% |
$19.7K - $23.1K
|
5K
$505K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
162+ 1.57% |
$17.5K - $20.5K
|
10.5K
$1.06M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.43KNew |
$696K - $815K
|
6.43K
$649K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
840New |
$90.9K - $106K
|
840
$84.8K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23- 30.26% |
$2.49K - $2.92K
|
53
$5.35K
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$180K - $211K
|
1.66K
$168K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 1.91% |
$8.87K - $10.4K
|
4.22K
$425K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
463New |
$50.1K - $58.7K
|
463
$46.7K
|
|
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
$10.6K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$2.06K - $2.41K
|
19
$1.92K
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-418- 8.06% |
$45.2K - $53K
|
4.77K
$481K
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-929- 2.34% |
$101K - $118K
|
38.7K
$3.9M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$108 - $127
|
1
$101
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-17- 10.83% |
$1.84K - $2.15K
|
140
$14.1K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-283- 14.07% |
$30.6K - $35.9K
|
1.73K
$174K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-590- 5.54% |
$63.8K - $74.8K
|
10.1K
$1.01M
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.51% |
$216 - $253
|
392
$39.6K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.08K- 14.49% |
$225K - $264K
|
12.3K
$1.24M
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$216 - $253
|
1.65K
$167K
|