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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$10.8K - $12.7K
|
100
$11.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.49% |
$1.62K - $1.9K
|
3.09K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
540New |
$58.4K - $68.4K
|
540
$60.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
153+ 1.1% |
$16.6K - $19.4K
|
14.1K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$108 - $127
|
1
$111
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
187New |
$20.2K - $23.7K
|
187
$20.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.61KNew |
$174K - $204K
|
1.61K
$180K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7New |
$757 - $887
|
7
$780
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.6KNew |
$173K - $203K
|
1.6K
$178K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-400- 88.5% |
$43.3K - $50.7K
|
52
$5.79K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-348- 4.93% |
$37.7K - $44.1K
|
6.7K
$747K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
398+ 10.94% |
$43.1K - $50.4K
|
4.04K
$449K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-182- 3.51% |
$19.7K - $23.1K
|
5K
$557K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
6.43KNew |
$696K - $815K
|
6.43K
$717K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
840New |
$90.9K - $106K
|
840
$93.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23- 30.26% |
$2.49K - $2.92K
|
53
$5.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$180K - $211K
|
1.66K
$185K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 1.91% |
$8.87K - $10.4K
|
4.22K
$470K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
463New |
$50.1K - $58.7K
|
463
$51.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-418- 8.06% |
$45.2K - $53K
|
4.77K
$531K
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-929- 2.34% |
$101K - $118K
|
38.7K
$4.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$108 - $127
|
1
$111
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-17- 10.83% |
$1.84K - $2.15K
|
140
$15.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-283- 14.07% |
$30.6K - $35.9K
|
1.73K
$192K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-590- 5.54% |
$63.8K - $74.8K
|
10.1K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.51% |
$216 - $253
|
392
$43.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.08K- 14.49% |
$225K - $264K
|
12.3K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$216 - $253
|
1.65K
$184K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.59KNew |
$172K - $202K
|
1.59K
$177K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25New |
$2.71K - $3.17K
|
25
$2.78K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 2.8% |
$5.9K - $7.35K
|
1.67K
$186K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.83K+ 84.32% |
$717K - $893K
|
12.8K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
66+ 32.51% |
$8.11K - $10.1K
|
269
$30K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
788+ 56.81% |
$96.9K - $121K
|
2.18K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$2.17M - $2.71M
|
17.7K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-591- 4.06% |
$72.6K - $90.5K
|
14K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
38New |
$4.67K - $5.82K
|
38
$4.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.02KNew |
$740K - $921K
|
6.02K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-2.3K- 16.43% |
$282K - $351K
|
11.7K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.1K+ 752.56% |
$2.1M - $2.62M
|
19.4K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
257+ 5.64% |
$31.6K - $39.4K
|
4.81K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
777New |
$95.5K - $119K
|
777
$86.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
112New |
$13.8K - $17.2K
|
112
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
542+ 25.69% |
$66.6K - $83K
|
2.65K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 18.31% |
$252K - $314K
|
13.3K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$507K - $632K
|
4.13K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Tig Advisors, LLC
New York, NY |
BUY
|
PUT |
36KNew |
$4.42M - $5.51M
|
36K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.14KNew |
$386K - $481K
|
3.14K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
CALL |
82.4KNew |
$10.1M - $12.6M
|
82.4K
$9.18M
|
|