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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
26New |
$3.77K - $4.13K
|
26
$3.09K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
628+ 7.89% |
$91K - $99.7K
|
8.59K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.5KNew |
$507K - $555K
|
3.5K
$416K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-47- 2.98% |
$6.81K - $7.46K
|
1.53K
$182K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
570+ 6.52% |
$82.6K - $90.5K
|
9.31K
$1.11M
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
SELL
|
- |
-52.7K- 89.01% |
$7.63M - $8.36M
|
6.5K
$774K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12New |
$1.74K - $1.9K
|
12
$1.43K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
200+ 15.5% |
$29K - $31.7K
|
1.49K
$177K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.77K+ 235.82% |
$546K - $598K
|
5.36K
$638K
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
702+ 2.73% |
$102K - $111K
|
26.4K
$3.14M
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.36K- 1.04% |
$197K - $216K
|
129K
$15.3M
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 8.7% |
$29K - $31.7K
|
2.1K
$250K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-119- 7.88% |
$17.2K - $18.9K
|
1.39K
$166K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 4.69% |
$1.45K - $1.59K
|
203
$24.1K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
11.7KNew |
$1.69M - $1.86M
|
11.7K
$1.39M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-68- 2.92% |
$9.85K - $10.8K
|
2.26K
$269K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-320- 72.73% |
$46.4K - $50.8K
|
120
$14.3K
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-36- 1.73% |
$5.22K - $5.71K
|
2.04K
$243K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.09% |
$145 - $159
|
1.09K
$130K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.15% |
$145 - $159
|
663
$78.9K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-166- 9.04% |
$24.1K - $26.3K
|
1.67K
$199K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.06K- 35.76% |
$153K - $168K
|
1.9K
$226K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 7.14% |
$3.62K - $3.97K
|
325
$38.7K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 9.52% |
$290 - $317
|
19
$2.26K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
68+ 1.51% |
$9.85K - $10.8K
|
4.56K
$543K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-637- 14.64% |
$92.3K - $101K
|
3.72K
$442K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
202New |
$29.3K - $32.1K
|
202
$24K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-19- 0.77% |
$2.75K - $3.02K
|
2.46K
$293K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
16+ 1.11% |
$2.32K - $2.54K
|
1.45K
$173K
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-37K- 15.36% |
$5.36M - $5.87M
|
204K
$24.2M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
13New |
$1.88K - $2.06K
|
13
$1.55K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
46New |
$6.67K - $7.3K
|
46
$5.47K
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
65+ 1.97% |
$9.42K - $10.3K
|
3.36K
$400K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 33.33% |
$1.01K - $1.11K
|
14
$1.67K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.8KNew |
$261K - $286K
|
1.8K
$214K
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1K- 9.26% |
$145K - $159K
|
9.8K
$1.17M
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-75.2K- 28.77% |
$10.9M - $12.2M
|
186K
$22.1M
|
|
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.42MNew |
$206M - $230M
|
1.42M
$168M
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
74.8KNew |
$10.9M - $12.2M
|
74.8K
$8.9M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.1K- 81.0% |
$160K - $179K
|
258
$30.7K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
97.5KNew |
$14.2M - $15.8M
|
97.5K
$11.6M
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.41KNew |
$205K - $229K
|
1.41K
$168K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-500- 10.42% |
$72.6K - $81.3K
|
4.3K
$512K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.45K - $1.63K
|
10
$1.19K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.06% |
$145 - $163
|
1.58K
$188K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-478- 14.81% |
$69.4K - $77.7K
|
2.75K
$327K
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
21.3KNew |
$3.09M - $3.46M
|
21.3K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 48.83% |
$193K - $217K
|
1.4K
$166K
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.45KNew |
$211K - $236K
|
1.45K
$172K
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-10.1K- 73.78% |
$1.46M - $1.64M
|
3.58K
$426K
|