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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15- 0.57% |
$1.83K - $2.18K
|
2.64K
$252K
|
|
Aug 03, 2022
Q2 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
4.51K+ 11.18% |
$551K - $653K
|
44.8K
$4.28M
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-8.54KClosed |
$1.04M - $1.24M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-980- 25.17% |
$120K - $142K
|
2.91K
$279K
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-15.6KClosed |
$1.91M - $2.27M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
20.1KNew |
$2.45M - $2.91M
|
20.1K
$1.92M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.29KClosed |
$280K - $332K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
100New |
$12.2K - $14.5K
|
100
$9.56K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
119New |
$14.5K - $17.3K
|
119
$11.4K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
64+ 10.67% |
$7.82K - $9.28K
|
664
$63.5K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-75Closed |
$9.17K - $10.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.21% |
$122 - $145
|
477
$45.6K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-45- 30.61% |
$5.5K - $6.53K
|
102
$9.75K
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-34.5KClosed |
$4.22M - $5M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-132Closed |
$16.1K - $19.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$978 - $1.16K
|
8.74K
$836K
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-498- 20.64% |
$60.9K - $72.2K
|
1.92K
$183K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$250K - $297K
|
2.05K
$196K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-20.6KClosed |
$2.52M - $2.98M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-220- 8.06% |
$26.9K - $31.9K
|
2.51K
$240K
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.61KClosed |
$197K - $233K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-194Closed |
$23.7K - $28.1K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-199- 6.62% |
$24.3K - $28.9K
|
2.81K
$268K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$4.16K - $4.93K
|
34
$3.25K
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.67KClosed |
$203K - $241K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
12New |
$1.47K - $1.74K
|
12
$1.15K
|
|
Jul 19, 2022
Q2 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-17.6KClosed |
$2.15M - $2.55M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.51KClosed |
$306K - $364K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$24.4K - $29K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
701New |
$85.7K - $102K
|
701
$67K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-544Closed |
$66.5K - $78.9K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-516- 4.34% |
$63.1K - $74.8K
|
11.4K
$1.09M
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-62- 2.43% |
$7.58K - $8.99K
|
2.49K
$238K
|
|
Q1 2022 | |||||||
Oct 19, 2023
Q1 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
2KNew |
$253K - $291K
|
2K
$191K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
93+ 93.0% |
$11.7K - $13.5K
|
193
$18.5K
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-19.6KClosed |
$2.47M - $2.84M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Broderick Brian C
|
SELL
|
- |
-1.6KClosed |
$202K - $233K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-2.42KClosed |
$306K - $352K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.58KClosed |
$199K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-15.4KClosed |
$1.95M - $2.24M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-326Closed |
$41.2K - $47.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-650Closed |
$82.1K - $94.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.23KClosed |
$534K - $615K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-12.9KClosed |
$1.63M - $1.88M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-47Closed |
$5.94K - $6.83K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-3.98KClosed |
$502K - $578K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-9.22KClosed |
$1.16M - $1.34M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31Closed |
$3.92K - $4.51K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
235New |
$29.7K - $34.2K
|
235
$22.5K
|