Purchases and Sales Made in Q2 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-126- 2.59% |
$18.3K - $20K
|
4.74K
$528K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-130- 3.89% |
$18.8K - $20.6K
|
3.21K
$357K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-131- 1.67% |
$19K - $20.8K
|
7.72K
$859K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-131- 6.09% |
$19K - $20.8K
|
2.02K
$225K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 2.12% |
$19.1K - $20.9K
|
6.1K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-144- 0.56% |
$20.9K - $22.9K
|
25.4K
$2.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-148- 8.83% |
$21.4K - $23.5K
|
1.53K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-149- 0.77% |
$21.6K - $23.6K
|
19.1K
$2.13M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 1.13% |
$21.7K - $23.8K
|
13.2K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-150- 5.54% |
$21.7K - $23.8K
|
2.56K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-158- 8.24% |
$22.9K - $25.1K
|
1.76K
$196K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-164- 2.17% |
$23.8K - $26K
|
7.4K
$824K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-166- 9.04% |
$24.1K - $26.3K
|
1.67K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-169- 5.89% |
$24.5K - $26.8K
|
2.7K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-170- 1.78% |
$24.6K - $27K
|
9.37K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-170- 8.24% |
$24.6K - $27K
|
1.89K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-176- 7.58% |
$25.5K - $27.9K
|
2.15K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-179- 0.76% |
$25.9K - $28.4K
|
23.3K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
SELL
|
- |
-180- 2.09% |
$26.1K - $28.6K
|
8.45K
$941K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-196- 6.33% |
$28.4K - $31.1K
|
2.9K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-200- 8.7% |
$29K - $31.7K
|
2.1K
$234K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-200- 8.73% |
$29K - $31.7K
|
2.09K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 2.27% |
$29K - $31.7K
|
8.62K
$960K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-209- 12.4% |
$30.3K - $33.2K
|
1.48K
$164K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-213- 1.38% |
$30.9K - $33.8K
|
15.3K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-215- 6.33% |
$31.2K - $34.1K
|
3.18K
$354K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-219- 3.59% |
$31.7K - $34.8K
|
5.88K
$655K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-223- 5.69% |
$32.3K - $35.4K
|
3.7K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 41.13% |
$32.6K - $35.7K
|
322
$35.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-228- 7.78% |
$33K - $36.2K
|
2.7K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-244- 0.56% |
$35.4K - $38.7K
|
43.4K
$4.83M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-245- 0.92% |
$35.5K - $38.9K
|
26.3K
$2.93M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-248- 2.51% |
$35.9K - $39.4K
|
9.63K
$1.07M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-248- 6.87% |
$35.9K - $39.4K
|
3.36K
$374K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-250- 7.31% |
$36.2K - $39.7K
|
3.17K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-253- 0.31% |
$36.7K - $40.2K
|
81.6K
$9.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-255- 2.83% |
$36.9K - $40.5K
|
8.74K
$973K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-256- 63.05% |
$37.1K - $40.6K
|
150
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-266- 14.98% |
$38.5K - $42.2K
|
1.51K
$168K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-269- 1.14% |
$39K - $42.7K
|
23.3K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-277- 2.77% |
$40.1K - $44K
|
9.71K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-280- 10.4% |
$40.6K - $44.4K
|
2.41K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-286- 3.16% |
$41.4K - $45.4K
|
8.77K
$976K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-290- 2.73% |
$42K - $46K
|
10.3K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-300- 1.22% |
$43.5K - $47.6K
|
24.2K
$2.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.35% |
$43.5K - $47.6K
|
6.6K
$735K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-302- 10.41% |
$43.8K - $47.9K
|
2.6K
$289K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-309- 1.09% |
$44.8K - $49K
|
28K
$3.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-309- 1.09% |
$44.8K - $49K
|
28K
$3.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-320- 72.73% |
$46.4K - $50.8K
|
120
$13.4K
|