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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-116Closed |
$14.7K - $16.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-12.1KClosed |
$1.53M - $1.76M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-73- 66.97% |
$9.22K - $10.6K
|
36
$3.63K
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-3.45K- 99.62% |
$436K - $501K
|
13
$1.31K
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.53KClosed |
$446K - $513K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-160Closed |
$20.2K - $23.3K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3Closed |
$379 - $436
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-275Closed |
$34.7K - $40K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.07KClosed |
$135K - $155K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-125Closed |
$15.8K - $18.2K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-100Closed |
$12.6K - $14.5K
|
0
$0
|
|
Q4 2021 | |||||||
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
350New |
$41.9K - $48.6K
|
350
$35.3K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80New |
$9.58K - $11.1K
|
80
$8.07K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3Closed |
$359 - $417
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.7KClosed |
$1.77M - $2.05M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-24.6KClosed |
$2.94M - $3.42M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
454New |
$54.3K - $63.1K
|
454
$45.8K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
PUT |
-100- 25.0% |
$12K - $13.9K
|
300
$30.3K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50Closed |
$5.98K - $6.95K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.85KClosed |
$221K - $257K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-78.2KClosed |
$9.36M - $10.9M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
130KNew |
$15.6M - $18.1M
|
130K
$13.1M
|
|
Feb 11, 2022
Q4 2021
|
Capitolis Advisors LLC
New York, NY |
BUY
|
- |
30.6KNew |
$3.66M - $4.25M
|
30.6K
$3.08M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-29Closed |
$3.47K - $4.03K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-370Closed |
$44.3K - $51.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
234New |
$28K - $32.5K
|
234
$23.6K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.65KClosed |
$318K - $369K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-1.76KClosed |
$210K - $244K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
108New |
$12.9K - $15K
|
108
$10.9K
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-130KClosed |
$15.6M - $18.1M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
1.6KNew |
$192K - $222K
|
1.6K
$161K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6KClosed |
$718K - $833K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-100Closed |
$12K - $13.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-211Closed |
$25.3K - $29.3K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.93KClosed |
$350K - $406K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-237Closed |
$28.4K - $32.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.17KClosed |
$380K - $440K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-421Closed |
$50.4K - $58.5K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-14.9KClosed |
$1.79M - $2.07M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
15+ 0.15% |
$1.8K - $2.08K
|
10.1K
$1.02M
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
11+ 122.22% |
$1.32K - $1.53K
|
20
$2.02K
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
50New |
$5.98K - $6.95K
|
50
$5.05K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-27Closed |
$3.23K - $3.75K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$2.27K - $2.64K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
1.59KNew |
$190K - $220K
|
1.59K
$160K
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2- 0.09% |
$239 - $278
|
2.29K
$231K
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.7KClosed |
$203K - $236K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26Closed |
$3.11K - $3.61K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.43KNew |
$171K - $199K
|
1.43K
$144K
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.65KNew |
$197K - $229K
|
1.65K
$166K
|