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 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-125- 8.67% |
$18.2K - $20.3K
|
1.32K
$133K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
63+ 4.74% |
$9.15K - $10.2K
|
1.39K
$140K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
11New |
$1.6K - $1.79K
|
11
$1.11K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
70New |
$10.2K - $11.4K
|
70
$7.06K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-717- 4.64% |
$104K - $117K
|
14.7K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
12.6KNew |
$1.82M - $2.04M
|
12.6K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.07% |
$145 - $163
|
1.38K
$139K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
16New |
$2.32K - $2.6K
|
16
$1.61K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-18- 0.55% |
$2.61K - $2.93K
|
3.26K
$328K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-83- 6.08% |
$12.1K - $13.5K
|
1.28K
$129K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$436 - $488
|
3
$303
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4- 0.25% |
$581 - $650
|
1.58K
$159K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-2- 2.99% |
$291 - $325
|
65
$6.56K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.76K - $3.09K
|
19
$1.92K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13New |
$1.89K - $2.11K
|
13
$1.31K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-728- 15.26% |
$106K - $118K
|
4.04K
$408K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.32K- 94.9% |
$338K - $378K
|
125
$12.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 7.0% |
$14.5K - $16.3K
|
1.33K
$134K
|
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-7.24K- 30.43% |
$1.05M - $1.18M
|
16.5K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
5New |
$726 - $813
|
5
$505
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-708- 0.63% |
$103K - $115K
|
112K
$11.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-17- 1.17% |
$2.47K - $2.76K
|
1.43K
$145K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.14KNew |
$311K - $348K
|
2.14K
$216K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75- 83.33% |
$10.9K - $12.2K
|
15
$1.51K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$7.26K - $8.13K
|
50
$5.05K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-53- 0.53% |
$7.7K - $8.62K
|
10K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.4KNew |
$6.45M - $7.22M
|
44.4K
$4.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-75- 16.74% |
$10.9K - $12.2K
|
373
$37.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
1+ 0.08% |
$145 - $163
|
1.33K
$135K
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-281- 4.28% |
$40.8K - $45.7K
|
6.29K
$635K
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
9.08K+ 654.83% |
$1.32M - $1.48M
|
10.5K
$1.06M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.62KClosed |
$361K - $419K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
296New |
$40.7K - $47.3K
|
296
$29.9K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
69+ 4.55% |
$9.49K - $11K
|
1.58K
$160K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
2.2K+ 7.05% |
$303K - $352K
|
33.4K
$3.37M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5KNew |
$688K - $800K
|
5K
$505K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
130New |
$17.9K - $20.8K
|
130
$13.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
63New |
$8.67K - $10.1K
|
63
$6.36K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
29New |
$3.99K - $4.64K
|
29
$2.93K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.29K- 20.49% |
$177K - $206K
|
5K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
597New |
$82.1K - $95.4K
|
597
$60.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-20- 4.06% |
$2.75K - $3.2K
|
473
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 44.12% |
$2.06K - $2.4K
|
49
$4.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.35KNew |
$599K - $695K
|
4.35K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
25New |
$3.44K - $4K
|
25
$2.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
54.9K+ 3413.94% |
$7.55M - $8.77M
|
56.5K
$5.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-15.2K- 40.79% |
$2.09M - $2.43M
|
22.1K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.26KNew |
$174K - $202K
|
1.26K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 21.94% |
$1.46M - $1.7M
|
37.8K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.23KNew |
$720K - $837K
|
5.23K
$528K
|
|