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 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
200+ 8.89% |
$23.5K - $26.7K
|
2.45K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
194+ 7.17% |
$22.8K - $25.9K
|
2.9K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
173New |
$20.3K - $23.1K
|
173
$20.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
165New |
$19.4K - $22.1K
|
165
$19.5K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
155+ 4.2% |
$18.2K - $20.7K
|
3.85K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
150+ 1.13% |
$17.6K - $20.1K
|
13.5K
$1.6M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 2.18% |
$17.5K - $19.9K
|
6.98K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 38.6% |
$15.5K - $17.7K
|
474
$56.1K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
125+ 7.06% |
$14.7K - $16.7K
|
1.9K
$224K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
121+ 4.86% |
$14.2K - $16.2K
|
2.61K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
119+ 1.21% |
$14K - $15.9K
|
9.95K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
115New |
$13.5K - $15.4K
|
115
$13.6K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
114+ 0.96% |
$13.4K - $15.2K
|
11.9K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
101New |
$11.9K - $13.5K
|
101
$12K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$11.8K - $13.4K
|
100
$11.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100+ 0.73% |
$11.8K - $13.4K
|
13.8K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
93+ 0.97% |
$10.9K - $12.4K
|
9.64K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
93+ 0.65% |
$10.9K - $12.4K
|
14.3K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
88+ 0.47% |
$10.3K - $11.8K
|
18.7K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
86+ 5.18% |
$10.1K - $11.5K
|
1.75K
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
79+ 12.34% |
$9.29K - $10.6K
|
719
$85.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
75+ 0.72% |
$8.82K - $10K
|
10.5K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70+ 1.22% |
$8.23K - $9.36K
|
5.8K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67+ 4.33% |
$7.88K - $8.96K
|
1.61K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
63+ 1.19% |
$7.41K - $8.43K
|
5.34K
$633K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
61+ 0.26% |
$7.17K - $8.16K
|
23.3K
$2.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
61+ 156.41% |
$7.17K - $8.16K
|
100
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60New |
$7.05K - $8.02K
|
60
$7.1K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
57+ 3.07% |
$6.7K - $7.62K
|
1.91K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
55+ 2.82% |
$6.46K - $7.36K
|
2.01K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
54+ 110.2% |
$6.35K - $7.22K
|
103
$12.2K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 43.1% |
$5.88K - $6.69K
|
166
$19.7K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
49New |
$5.76K - $6.55K
|
49
$5.8K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
49+ 0.63% |
$5.76K - $6.55K
|
7.77K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
44+ 43.14% |
$5.17K - $5.88K
|
146
$17.3K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
43+ 10.75% |
$5.05K - $5.75K
|
443
$52.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
41+ 0.54% |
$4.82K - $5.48K
|
7.68K
$909K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
40New |
$4.7K - $5.35K
|
40
$4.74K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39+ 1.57% |
$4.58K - $5.22K
|
2.52K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.96% |
$4.23K - $4.81K
|
3.8K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
36+ 0.15% |
$4.23K - $4.81K
|
23.4K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
34New |
$4K - $4.55K
|
34
$4.03K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
34+ 2.13% |
$4K - $4.55K
|
1.63K
$193K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 0.53% |
$3.76K - $4.28K
|
6.11K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
30+ 1.19% |
$3.53K - $4.01K
|
2.55K
$302K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
29+ 0.1% |
$3.41K - $3.88K
|
29.2K
$3.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.53% |
$3.29K - $3.74K
|
1.86K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
28+ 0.13% |
$3.29K - $3.74K
|
21.9K
$2.6M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
28+ 140.0% |
$3.29K - $3.74K
|
48
$5.68K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27New |
$3.17K - $3.61K
|
27
$3.2K
|