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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-94- 0.64% |
$13.7K - $15.3K
|
14.7K
$1.63M
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-97- 0.34% |
$14.1K - $15.8K
|
28.8K
$3.21M
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 3.78% |
$14.5K - $16.3K
|
2.55K
$284K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100- 33.11% |
$14.5K - $16.3K
|
202
$22.5K
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.69% |
$14.5K - $16.3K
|
3.61K
$402K
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 7.0% |
$14.5K - $16.3K
|
1.33K
$148K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 3.86% |
$14.5K - $16.3K
|
2.49K
$277K
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-100- 1.77% |
$14.5K - $16.3K
|
5.56K
$619K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-102- 5.6% |
$14.8K - $16.6K
|
1.72K
$191K
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-103- 3.43% |
$15K - $16.7K
|
2.9K
$323K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-105- 6.5% |
$15.3K - $17.1K
|
1.51K
$168K
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-106- 4.85% |
$15.4K - $17.2K
|
2.08K
$232K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-108- 1.41% |
$15.7K - $17.6K
|
7.56K
$842K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-114- 6.34% |
$16.6K - $18.5K
|
1.69K
$188K
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-115- 69.7% |
$16.7K - $18.7K
|
50
$5.57K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-115- 8.23% |
$16.7K - $18.7K
|
1.28K
$143K
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-120- 7.64% |
$17.4K - $19.5K
|
1.45K
$161K
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-125- 8.67% |
$18.2K - $20.3K
|
1.32K
$147K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-126- 0.88% |
$18.3K - $20.5K
|
14.2K
$1.58M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-128- 3.64% |
$18.6K - $20.8K
|
3.39K
$377K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-128- 6.73% |
$18.6K - $20.8K
|
1.77K
$197K
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-129- 1.01% |
$18.7K - $21K
|
12.7K
$1.41M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-138- 2.99% |
$20K - $22.4K
|
4.48K
$498K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-142- 10.81% |
$20.6K - $23.1K
|
1.17K
$131K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-143- 1.98% |
$20.8K - $23.2K
|
7.08K
$788K
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-147- 0.63% |
$21.4K - $23.9K
|
23.2K
$2.58M
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-154- 9.84% |
$22.4K - $25K
|
1.41K
$157K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-162- 10.51% |
$23.5K - $26.3K
|
1.38K
$154K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-176- 5.42% |
$25.6K - $28.6K
|
3.07K
$342K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-189- 1.52% |
$27.5K - $30.7K
|
12.2K
$1.36M
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 3.9% |
$29.1K - $32.5K
|
4.92K
$548K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-210- 1.9% |
$30.5K - $34.1K
|
10.9K
$1.21M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-217- 12.45% |
$31.5K - $35.3K
|
1.53K
$170K
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-235- 7.12% |
$34.1K - $38.2K
|
3.06K
$341K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-236- 1.44% |
$34.3K - $38.4K
|
16.2K
$1.8M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-240- 2.05% |
$34.9K - $39K
|
11.5K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-240- 2.86% |
$34.9K - $39K
|
8.14K
$907K
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-240- 1.16% |
$34.9K - $39K
|
20.5K
$2.28M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-243- 10.27% |
$35.3K - $39.5K
|
2.12K
$236K
|
|
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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-251- 6.01% |
$36.5K - $40.8K
|
3.92K
$437K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-255- 1.76% |
$37K - $41.5K
|
14.2K
$1.58M
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-262- 4.05% |
$38.1K - $42.6K
|
6.2K
$691K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-267- 78.53% |
$38.8K - $43.4K
|
73
$8.13K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-269- 15.0% |
$39.1K - $43.7K
|
1.52K
$170K
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-273- 3.7% |
$39.7K - $44.4K
|
7.11K
$792K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-275- 13.51% |
$39.9K - $44.7K
|
1.76K
$196K
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-281- 4.28% |
$40.8K - $45.7K
|
6.29K
$700K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-285- 14.51% |
$41.4K - $46.3K
|
1.68K
$187K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-286- 5.87% |
$41.5K - $46.5K
|
4.59K
$511K
|