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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.08% |
$123 - $153
|
49
$4.94K
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-9.35K- 39.85% |
$1.15M - $1.43M
|
14.1K
$1.42M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-8- 88.89% |
$983 - $1.23K
|
1
$101
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-199- 4.67% |
$24.5K - $30.5K
|
4.06K
$410K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-567- 7.4% |
$69.7K - $86.8K
|
7.1K
$716K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.39K- 48.44% |
$909K - $1.13M
|
7.87K
$794K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-913- 24.25% |
$112K - $140K
|
2.85K
$288K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31- 0.39% |
$3.81K - $4.75K
|
7.95K
$802K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$246 - $306
|
2
$202
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-129- 20.74% |
$15.9K - $19.8K
|
493
$49.7K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 50.0% |
$246 - $306
|
2
$202
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
400+ 20.83% |
$49.2K - $61.3K
|
2.32K
$234K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
472+ 13.94% |
$58K - $72.3K
|
3.86K
$389K
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.38K+ 139.65% |
$784K - $977K
|
10.9K
$1.1M
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$1.47K - $1.84K
|
12
$1.21K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-574- 10.24% |
$70.6K - $87.9K
|
5.03K
$508K
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
588+ 12.11% |
$72.3K - $90K
|
5.44K
$549K
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-274- 10.72% |
$33.7K - $42K
|
2.28K
$230K
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
635+ 3.94% |
$78K - $97.2K
|
16.7K
$1.69M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-596- 6.89% |
$73.3K - $91.3K
|
8.06K
$813K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
150+ 9.81% |
$18.4K - $23K
|
1.68K
$169K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$615 - $766
|
5
$505
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-142- 14.2% |
$17.5K - $21.7K
|
858
$86.6K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
6.3KNew |
$774K - $965K
|
6.3K
$636K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 0.58% |
$1.35K - $1.68K
|
1.9K
$192K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.82% |
$492 - $613
|
490
$49.4K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
38New |
$4.67K - $5.82K
|
38
$3.83K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
12.8KNew |
$1.57M - $1.96M
|
12.8K
$1.29M
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-2.2K- 1.87% |
$270K - $336K
|
115K
$11.6M
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-11.6K- 85.71% |
$1.43M - $1.78M
|
1.93K
$195K
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 2.67% |
$12.3K - $15.3K
|
3.65K
$368K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
30New |
$3.69K - $4.59K
|
30
$3.03K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
125New |
$15.4K - $19.1K
|
125
$12.6K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
33.3KNew |
$4.83M - $5.29M
|
33.3K
$3.36M
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.95KNew |
$427K - $468K
|
2.95K
$297K
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-56- 2.9% |
$8.11K - $8.89K
|
1.88K
$189K
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.6KNew |
$377K - $412K
|
2.6K
$262K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.24K- 19.61% |
$325K - $356K
|
9.2K
$928K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
177New |
$25.6K - $28.1K
|
177
$17.9K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 43.75% |
$1.01K - $1.11K
|
9
$908
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
883New |
$128K - $140K
|
883
$89.1K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
45New |
$6.52K - $7.14K
|
45
$4.54K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 100.0% |
$290 - $317
|
4
$404
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
84.5KNew |
$12.2M - $13.4M
|
84.5K
$8.52M
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$278K - $305K
|
1.92K
$194K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.5K- 38.09% |
$362K - $396K
|
4.06K
$409K
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
132+ 8.11% |
$19.1K - $20.9K
|
1.76K
$177K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
95+ 7.34% |
$13.8K - $15.1K
|
1.39K
$140K
|