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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.24% |
$118 - $134
|
426
$47.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.82% |
$118 - $134
|
123
$13.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.92% |
$118 - $134
|
110
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.89% |
$118 - $134
|
113
$12.6K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.05% |
$118 - $134
|
2.06K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.14% |
$118 - $134
|
713
$79.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 2.08% |
$118 - $134
|
47
$5.23K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$118 - $134
|
1
$111
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.32% |
$118 - $134
|
312
$34.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.06% |
$118 - $134
|
1.6K
$178K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 0.03% |
$235 - $267
|
7.07K
$788K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 0.08% |
$235 - $267
|
2.38K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.04% |
$235 - $267
|
5.21K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3- 0.17% |
$353 - $401
|
1.8K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-3- 0.01% |
$353 - $401
|
56.8K
$6.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 21.43% |
$353 - $401
|
11
$1.23K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 44.44% |
$470 - $535
|
5
$557
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 4.49% |
$470 - $535
|
85
$9.47K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5- 0.18% |
$588 - $669
|
2.78K
$309K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 37.5% |
$705 - $802
|
10
$1.11K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 7.14% |
$705 - $802
|
78
$8.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6- 0.66% |
$705 - $802
|
908
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 1.01% |
$705 - $802
|
589
$65.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 6.86% |
$823 - $936
|
95
$10.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 1.5% |
$940 - $1.07K
|
526
$58.6K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 21.05% |
$940 - $1.07K
|
30
$3.34K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.45% |
$940 - $1.07K
|
1.77K
$197K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-8- 6.61% |
$940 - $1.07K
|
113
$12.6K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-9- 0.31% |
$1.06K - $1.2K
|
2.91K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 1.55% |
$1.06K - $1.2K
|
571
$63.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-10- 0.54% |
$1.18K - $1.34K
|
1.83K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-11- 8.09% |
$1.29K - $1.47K
|
125
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-13- 6.95% |
$1.53K - $1.74K
|
174
$19.4K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-14- 11.2% |
$1.65K - $1.87K
|
111
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-15- 0.19% |
$1.76K - $2.01K
|
8.07K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.71% |
$1.88K - $2.14K
|
2.22K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17- 0.21% |
$2K - $2.27K
|
8.22K
$916K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-18- 0.68% |
$2.12K - $2.41K
|
2.63K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-18- 0.79% |
$2.12K - $2.41K
|
2.27K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18- 8.41% |
$2.12K - $2.41K
|
196
$21.8K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-19- 0.56% |
$2.23K - $2.54K
|
3.4K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-20- 0.55% |
$2.35K - $2.67K
|
3.62K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24- 0.67% |
$2.82K - $3.21K
|
3.58K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-25- 0.04% |
$2.94K - $3.34K
|
56.9K
$6.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-26- 1.8% |
$3.06K - $3.48K
|
1.42K
$158K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26- 50.0% |
$3.06K - $3.48K
|
26
$2.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-26- 1.28% |
$3.06K - $3.48K
|
2.01K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 11.76% |
$3.53K - $4.01K
|
225
$25.1K
|