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 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
42+ 24.85% |
$5.78K - $6.71K
|
211
$21.9K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
50+ 1.16% |
$6.88K - $7.99K
|
4.37K
$453K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
12.1KNew |
$1.67M - $1.94M
|
12.1K
$1.26M
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
17New |
$2.34K - $2.72K
|
17
$1.76K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
12New |
$1.65K - $1.92K
|
12
$1.24K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
89New |
$12.2K - $14.2K
|
89
$9.23K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$1.65K - $1.92K
|
12
$1.24K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$275 - $320
|
2
$207
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3New |
$413 - $480
|
3
$311
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.85% |
$138 - $160
|
27
$2.8K
|
|
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
$216K
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-200- 95.69% |
$25.7K - $28.8K
|
9
$933
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-972- 40.02% |
$125K - $140K
|
1.46K
$151K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
800New |
$103K - $115K
|
800
$83K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
153New |
$19.7K - $22.1K
|
153
$15.9K
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.31KNew |
$1.2M - $1.34M
|
9.31K
$966K
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
100KNew |
$12.9M - $14.4M
|
100K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Artha Asset Management LLC
Hoboken, NJ |
SELL
|
- |
-46.4K- 57.33% |
$5.98M - $6.69M
|
34.6K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
144KNew |
$18.6M - $20.8M
|
144K
$15M
|
|
Nov 14, 2022
Q3 2022
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
1.57KNew |
$202K - $227K
|
1.57K
$163K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-429- 1.72% |
$55.2K - $61.8K
|
24.5K
$2.54M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6+ 100.0% |
$772 - $865
|
12
$1.24K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$290K - $324K
|
2.25K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-946- 1.13% |
$122K - $136K
|
82.7K
$8.58M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
360New |
$46.3K - $51.9K
|
360
$37.3K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-18.2K- 77.61% |
$2.35M - $2.63M
|
5.26K
$546K
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
29.2KNew |
$3.76M - $4.21M
|
29.2K
$3.03M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4.31K+ 57.18% |
$554K - $621K
|
11.8K
$1.23M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.05% |
$129 - $144
|
1.84K
$191K
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3- 0.08% |
$386 - $432
|
3.54K
$367K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20New |
$2.57K - $2.88K
|
20
$2.07K
|
|
Nov 09, 2022
Q3 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-796- 7.27% |
$102K - $115K
|
10.2K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
25New |
$3.22K - $3.6K
|
25
$2.59K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-407- 3.7% |
$52.4K - $58.7K
|
10.6K
$1.1M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1New |
$129 - $144
|
1
$104
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$6.44K - $7.21K
|
50
$5.19K
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
55+ 2.21% |
$7.08K - $7.93K
|
2.55K
$264K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 5.56% |
$772 - $865
|
114
$11.8K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
230New |
$29.6K - $33.1K
|
230
$23.9K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
247New |
$31.8K - $35.6K
|
247
$25.6K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8New |
$1.03K - $1.15K
|
8
$830
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.13KNew |
$145K - $162K
|
1.13K
$117K
|
|
Oct 25, 2022
Q3 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.53KNew |
$197K - $220K
|
1.53K
$158K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.46KNew |
$188K - $210K
|
1.46K
$151K
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
127+ 3.82% |
$16.3K - $18.3K
|
3.45K
$358K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
5.98KNew |
$770K - $862K
|
5.98K
$620K
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
400+ 1.59% |
$51.5K - $57.7K
|
25.6K
$2.65M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
64+ 3.02% |
$8.24K - $9.22K
|
2.19K
$227K
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
200New |
$25.7K - $28.8K
|
200
$20.7K
|