Purchases and Sales Made in Q1 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q1 2023. The information is specifically focused on institutions that hold shares of J M SMUCKER Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-18- 0.92% |
$2.61K - $2.93K
|
1.94K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-21- 10.94% |
$3.05K - $3.41K
|
171
$19K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-25- 0.65% |
$3.63K - $4.06K
|
3.79K
$423K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25- 0.85% |
$3.63K - $4.06K
|
2.93K
$326K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26Closed |
$3.78K - $4.23K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-27- 0.34% |
$3.92K - $4.39K
|
7.85K
$874K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-28- 2.07% |
$4.07K - $4.55K
|
1.33K
$148K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-29- 0.11% |
$4.21K - $4.71K
|
26.5K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29- 0.34% |
$4.21K - $4.71K
|
8.53K
$950K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29Closed |
$4.21K - $4.71K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-31- 18.34% |
$4.5K - $5.04K
|
138
$15.4K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 11.11% |
$4.5K - $5.04K
|
248
$27.6K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 3.02% |
$4.65K - $5.2K
|
1.03K
$114K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-33- 4.47% |
$4.79K - $5.37K
|
706
$78.6K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-37- 34.26% |
$5.37K - $6.02K
|
71
$7.91K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-40- 2.18% |
$5.81K - $6.5K
|
1.8K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-44- 0.38% |
$6.39K - $7.15K
|
11.6K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 1.69% |
$6.54K - $7.32K
|
2.62K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-45- 43.27% |
$6.54K - $7.32K
|
59
$6.57K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-46- 1.51% |
$6.68K - $7.48K
|
3K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-47- 1.41% |
$6.83K - $7.64K
|
3.3K
$367K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50- 2.49% |
$7.26K - $8.13K
|
1.96K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 8.2% |
$7.26K - $8.13K
|
560
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-50- 2.44% |
$7.26K - $8.13K
|
2K
$223K
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-50- 1.44% |
$7.26K - $8.13K
|
3.42K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-53- 1.88% |
$7.7K - $8.62K
|
2.77K
$308K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-53- 1.36% |
$7.7K - $8.62K
|
3.86K
$429K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-53- 0.53% |
$7.7K - $8.62K
|
10K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-55- 0.23% |
$7.99K - $8.94K
|
24.3K
$2.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-60- 0.15% |
$8.72K - $9.75K
|
39.7K
$4.42M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-61- 4.34% |
$8.86K - $9.92K
|
1.35K
$150K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-65- 2.61% |
$9.44K - $10.6K
|
2.42K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-65- 0.49% |
$9.44K - $10.6K
|
13.1K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-68- 3.8% |
$9.88K - $11.1K
|
1.72K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-69- 4.36% |
$10K - $11.2K
|
1.52K
$169K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-70- 2.29% |
$10.2K - $11.4K
|
2.99K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-71- 2.42% |
$10.3K - $11.5K
|
2.86K
$318K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-72- 0.9% |
$10.5K - $11.7K
|
7.92K
$882K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-75- 0.74% |
$10.9K - $12.2K
|
10K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-75- 16.74% |
$10.9K - $12.2K
|
373
$41.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75- 83.33% |
$10.9K - $12.2K
|
15
$1.67K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-76- 28.15% |
$11K - $12.4K
|
194
$21.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-78- 0.79% |
$11.3K - $12.7K
|
9.82K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-81- 4.61% |
$11.8K - $13.2K
|
1.68K
$187K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-83- 6.08% |
$12.1K - $13.5K
|
1.28K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-85- 3.06% |
$12.3K - $13.8K
|
2.69K
$300K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-86- 3.57% |
$12.5K - $14K
|
2.33K
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-86- 91.49% |
$12.5K - $14K
|
8
$891
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-89- 1.03% |
$12.9K - $14.5K
|
8.58K
$955K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-90- 4.31% |
$13.1K - $14.6K
|
2K
$223K
|