Purchases and Sales Made in Q1 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q1 2024. 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 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-188- 6.06% |
$22.1K - $25.1K
|
2.92K
$344K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-189- 85.52% |
$22.2K - $25.3K
|
32
$3.77K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-190- 2.53% |
$22.3K - $25.4K
|
7.31K
$862K
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-190- 2.64% |
$22.3K - $25.4K
|
7.01K
$826K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-190- 20.45% |
$22.3K - $25.4K
|
739
$87.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-192- 2.2% |
$22.6K - $25.7K
|
8.52K
$1M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-195- 3.29% |
$22.9K - $26.1K
|
5.74K
$676K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 3.13% |
$23.5K - $26.7K
|
6.2K
$731K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-200- 7.18% |
$23.5K - $26.7K
|
2.58K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-200- 6.9% |
$23.5K - $26.7K
|
2.7K
$318K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-205- 6.34% |
$24.1K - $27.4K
|
3.03K
$357K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-220- 8.84% |
$25.9K - $29.4K
|
2.27K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-230- 2.62% |
$27K - $30.8K
|
8.55K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
SELL
|
- |
-250- 10.64% |
$29.4K - $33.4K
|
2.1K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-259- 3.7% |
$30.4K - $34.6K
|
6.74K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-261- 48.42% |
$30.7K - $34.9K
|
278
$32.8K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-270- 6.59% |
$31.7K - $36.1K
|
3.83K
$452K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-272- 7.79% |
$32K - $36.4K
|
3.22K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-273- 3.39% |
$32.1K - $36.5K
|
7.77K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-273- 4.6% |
$32.1K - $36.5K
|
5.66K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-273- 0.98% |
$32.1K - $36.5K
|
27.4K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-278- 7.35% |
$32.7K - $37.2K
|
3.5K
$413K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-278- 10.51% |
$32.7K - $37.2K
|
2.37K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-294- 2.45% |
$34.6K - $39.3K
|
11.7K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-298- 4.18% |
$35K - $39.9K
|
6.84K
$806K
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-300- 8.47% |
$35.3K - $40.1K
|
3.24K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-301- 15.91% |
$35.4K - $40.3K
|
1.59K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-305- 1.03% |
$35.8K - $40.8K
|
29.2K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-319- 1.59% |
$37.5K - $42.7K
|
19.7K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-338- 3.71% |
$39.7K - $45.2K
|
8.77K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-340- 13.28% |
$40K - $45.5K
|
2.22K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-341- 2.39% |
$40.1K - $45.6K
|
13.9K
$1.64M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-342- 34.83% |
$40.2K - $45.7K
|
640
$75.5K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-342- 2.65% |
$40.2K - $45.7K
|
12.6K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-348- 3.56% |
$40.9K - $46.5K
|
9.44K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-350- 2.21% |
$41.1K - $46.8K
|
15.5K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-358- 12.72% |
$42.1K - $47.9K
|
2.46K
$290K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-370- 16.99% |
$43.5K - $49.5K
|
1.81K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-377- 11.54% |
$44.3K - $50.4K
|
2.89K
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-399- 6.88% |
$46.9K - $53.4K
|
5.4K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-400- 4.1% |
$47K - $53.5K
|
9.37K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-405- 11.21% |
$47.6K - $54.2K
|
3.21K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-406- 7.88% |
$47.7K - $54.3K
|
4.75K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-407- 4.32% |
$47.8K - $54.4K
|
9.01K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-409- 5.79% |
$48.1K - $54.7K
|
6.66K
$785K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-414- 16.04% |
$48.7K - $55.4K
|
2.17K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-421- 82.39% |
$49.5K - $56.3K
|
90
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-431- 5.08% |
$50.7K - $57.6K
|
8.06K
$950K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-438- 2.54% |
$51.5K - $58.6K
|
16.8K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-463- 1.01% |
$54.4K - $61.9K
|
45.6K
$5.37M
|