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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.95K+ 0.18% |
$229K - $261K
|
1.08M
$116M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$218K - $248K
|
1.86K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.85KNew |
$217K - $247K
|
1.85K
$199K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.85KNew |
$217K - $247K
|
1.85K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.84K+ 3.95% |
$216K - $246K
|
48.3K
$5.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.84K+ 46.29% |
$216K - $246K
|
5.8K
$624K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.79KNew |
$210K - $239K
|
1.79K
$192K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.65K+ 40.47% |
$193K - $220K
|
5.71K
$614K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.62KNew |
$190K - $216K
|
1.62K
$174K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.6KNew |
$188K - $214K
|
1.6K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.47K+ 28.77% |
$173K - $196K
|
6.57K
$706K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.44K+ 42.56% |
$169K - $193K
|
4.83K
$519K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
1.43K+ 10.88% |
$168K - $191K
|
14.6K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.42KNew |
$166K - $189K
|
1.42K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.41K+ 9.56% |
$166K - $188K
|
16.1K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.41K+ 20.7% |
$165K - $188K
|
8.21K
$882K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.4K+ 1.02% |
$165K - $187K
|
139K
$14.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.37K+ 46.0% |
$161K - $183K
|
4.35K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.24K+ 0.86% |
$146K - $166K
|
145K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 14.24% |
$142K - $162K
|
9.71K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.21K+ 27.27% |
$142K - $161K
|
5.63K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.19K+ 1.46% |
$139K - $159K
|
82.4K
$8.86M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.07K+ 5.06% |
$126K - $144K
|
22.3K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.06K+ 40.28% |
$124K - $142K
|
3.69K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.02K+ 10.43% |
$119K - $136K
|
10.8K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1K+ 4.25% |
$118K - $134K
|
24.6K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
990+ 3.64% |
$116K - $132K
|
28.2K
$3.03M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
980+ 9.81% |
$115K - $131K
|
11K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
915+ 10.83% |
$108K - $122K
|
9.37K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
913+ 9.24% |
$107K - $122K
|
10.8K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
908+ 6.74% |
$107K - $121K
|
14.4K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
892+ 5.06% |
$105K - $119K
|
18.5K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
866+ 27.58% |
$102K - $116K
|
4.01K
$431K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
859+ 2.64% |
$101K - $115K
|
33.4K
$3.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
858+ 14.96% |
$101K - $115K
|
6.59K
$709K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 14.49% |
$94K - $107K
|
6.32K
$679K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
800New |
$94K - $107K
|
800
$86K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
750New |
$88.2K - $100K
|
750
$80.6K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
713+ 22.16% |
$83.8K - $95.4K
|
3.93K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
705+ 2.47% |
$82.9K - $94.3K
|
29.2K
$3.14M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
693+ 24.51% |
$81.5K - $92.7K
|
3.52K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
689+ 36.75% |
$81K - $92.1K
|
2.56K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
673+ 13.54% |
$79.1K - $90K
|
5.64K
$606K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
666New |
$78.3K - $89.1K
|
666
$71.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
653+ 3.29% |
$76.8K - $87.3K
|
20.5K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
653+ 535.25% |
$76.8K - $87.3K
|
775
$83.3K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
651+ 31.39% |
$76.5K - $87.1K
|
2.73K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
649+ 6.58% |
$76.3K - $86.8K
|
10.5K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
632+ 1.87% |
$74.3K - $84.5K
|
34.4K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
617+ 12.32% |
$72.5K - $82.5K
|
5.63K
$605K
|