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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-320- 72.73% |
$46.4K - $50.8K
|
120
$13.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-36- 1.73% |
$5.22K - $5.71K
|
2.04K
$228K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.09% |
$145 - $159
|
1.09K
$121K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-166- 9.04% |
$24.1K - $26.3K
|
1.67K
$186K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 7.14% |
$3.62K - $3.97K
|
325
$36.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 9.52% |
$290 - $317
|
19
$2.12K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
68+ 1.51% |
$9.85K - $10.8K
|
4.56K
$508K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-637- 14.64% |
$92.3K - $101K
|
3.72K
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
202New |
$29.3K - $32.1K
|
202
$22.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-19- 0.77% |
$2.75K - $3.02K
|
2.46K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
16+ 1.11% |
$2.32K - $2.54K
|
1.45K
$162K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-37K- 15.36% |
$5.36M - $5.87M
|
204K
$22.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
13New |
$1.88K - $2.06K
|
13
$1.45K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
46New |
$6.67K - $7.3K
|
46
$5.12K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 33.33% |
$1.01K - $1.11K
|
14
$1.56K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.8KNew |
$261K - $286K
|
1.8K
$201K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.61KNew |
$233K - $261K
|
1.61K
$179K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.1K- 81.0% |
$160K - $179K
|
258
$28.7K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
97.5KNew |
$14.2M - $15.8M
|
97.5K
$10.9M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.41KNew |
$205K - $229K
|
1.41K
$157K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.45K - $1.63K
|
10
$1.11K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.06% |
$145 - $163
|
1.58K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-478- 14.81% |
$69.4K - $77.7K
|
2.75K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 48.83% |
$193K - $217K
|
1.4K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.45KNew |
$211K - $236K
|
1.45K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-10.1K- 73.78% |
$1.46M - $1.64M
|
3.58K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
884+ 51.85% |
$128K - $144K
|
2.59K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-564- 29.9% |
$81.9K - $91.7K
|
1.32K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-6.73K- 57.58% |
$977K - $1.09M
|
4.96K
$552K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
800New |
$116K - $130K
|
800
$89.1K
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
9.7KNew |
$1.41M - $1.58M
|
9.7K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.59K+ 68.33% |
$376K - $421K
|
6.38K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.42KNew |
$207K - $231K
|
1.42K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-250- 11.11% |
$36.3K - $40.6K
|
2K
$223K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2K- 28.57% |
$291K - $325K
|
5K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.11KNew |
$306K - $343K
|
2.11K
$235K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-1.22K- 41.78% |
$177K - $199K
|
1.7K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.63K- 71.38% |
$1.11M - $1.24M
|
3.06K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
300New |
$43.6K - $48.8K
|
300
$33.4K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.82KNew |
$265K - $296K
|
1.82K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-1- 0.05% |
$145 - $163
|
1.92K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
136+ 39.88% |
$19.8K - $22.1K
|
477
$53.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
773New |
$112K - $126K
|
773
$86.1K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
200New |
$29.1K - $32.5K
|
200
$22.3K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-154- 9.84% |
$22.4K - $25K
|
1.41K
$157K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
803KNew |
$117M - $131M
|
803K
$89.5M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$872 - $975
|
6
$668
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
155+ 12.15% |
$22.5K - $25.2K
|
1.43K
$159K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-269- 15.0% |
$39.1K - $43.7K
|
1.52K
$170K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.1KClosed |
$160K - $179K
|
0
$0
|
|