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 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-1.15K- 6.09% |
$158K - $183K
|
17.7K
$2.12M
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-65- 74.71% |
$8.94K - $10.4K
|
22
$2.65K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.35K- 48.4% |
$185K - $215K
|
1.44K
$173K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.4KNew |
$193K - $224K
|
1.4K
$168K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
287New |
$39.5K - $45.9K
|
287
$34.5K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.15K- 8.55% |
$158K - $184K
|
12.3K
$1.48M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
125New |
$17.2K - $20K
|
125
$15K
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.44KNew |
$198K - $230K
|
1.44K
$173K
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.2KNew |
$303K - $352K
|
2.2K
$265K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
1.31KNew |
$181K - $210K
|
1.31K
$158K
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
2.05K+ 6200.0% |
$282K - $327K
|
2.08K
$250K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-105- 17.77% |
$14.4K - $16.8K
|
486
$58.4K
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
18New |
$2.48K - $2.88K
|
18
$2.16K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-326- 18.78% |
$44.9K - $52.1K
|
1.41K
$170K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
203New |
$27.9K - $32.4K
|
203
$24.4K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-52- 96.3% |
$7.15K - $8.31K
|
2
$241
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.78KNew |
$245K - $285K
|
1.78K
$215K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-436- 77.3% |
$60K - $69.7K
|
128
$15.4K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.31K+ 12.97% |
$180K - $210K
|
11.4K
$1.37M
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3- 2.73% |
$413 - $480
|
107
$12.9K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
1.92K+ 51.75% |
$264K - $307K
|
5.63K
$677K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 19.48% |
$4.13K - $4.8K
|
124
$14.9K
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 0.67% |
$1.51K - $1.76K
|
1.64K
$198K
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
200+ 4.0% |
$27.5K - $32K
|
5.21K
$626K
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-131- 8.73% |
$18K - $20.9K
|
1.37K
$165K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
34New |
$4.68K - $5.43K
|
34
$4.09K
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.66KNew |
$229K - $266K
|
1.66K
$200K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
110New |
$15.1K - $17.6K
|
110
$13.2K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-617- 21.89% |
$84.9K - $98.6K
|
2.2K
$265K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
15+ 0.16% |
$2.06K - $2.4K
|
9.66K
$1.16M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
136+ 295.65% |
$18.7K - $21.7K
|
182
$21.9K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.09KNew |
$288K - $335K
|
2.09K
$252K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
89New |
$12.2K - $14.2K
|
89
$10.7K
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-168- 1.82% |
$23.1K - $26.9K
|
9.08K
$1.09M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-5- 0.28% |
$688 - $799
|
1.81K
$218K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.13% |
$413 - $480
|
2.35K
$282K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
42+ 24.85% |
$5.78K - $6.71K
|
211
$25.4K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
50+ 1.16% |
$6.88K - $7.99K
|
4.37K
$525K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
12.1KNew |
$1.67M - $1.94M
|
12.1K
$1.46M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$1.38K - $1.6K
|
10
$1.2K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
17New |
$2.34K - $2.72K
|
17
$2.04K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
12New |
$1.65K - $1.92K
|
12
$1.44K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.27KNew |
$174K - $202K
|
1.27K
$152K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
89New |
$12.2K - $14.2K
|
89
$10.7K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$1.65K - $1.92K
|
12
$1.44K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$275 - $320
|
2
$241
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3New |
$413 - $480
|
3
$361
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.85% |
$138 - $160
|
27
$3.25K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-64Closed |
$8.24K - $9.22K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-9.63K- 82.23% |
$1.24M - $1.39M
|
2.08K
$250K
|