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 |
---|---|---|---|---|---|---|---|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
646New |
$93.6K - $103K
|
646
$73.2K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
633+ 6.21% |
$91.7K - $100K
|
10.8K
$1.23M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
628+ 7.89% |
$91K - $99.7K
|
8.59K
$973K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
622+ 12.45% |
$90.1K - $98.7K
|
5.62K
$636K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
570+ 6.52% |
$82.6K - $90.5K
|
9.31K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
546+ 7.45% |
$79.1K - $86.7K
|
7.87K
$892K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
540+ 10.15% |
$78.2K - $85.7K
|
5.86K
$664K
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
532+ 13.18% |
$77.1K - $84.4K
|
4.57K
$517K
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
520+ 2.88% |
$75.3K - $82.5K
|
18.6K
$2.11M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
520+ 18.19% |
$75.3K - $82.5K
|
3.38K
$383K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
496+ 2.02% |
$71.9K - $78.7K
|
25.1K
$2.84M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
495+ 4.89% |
$71.7K - $78.6K
|
10.6K
$1.2M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
479+ 16.28% |
$69.4K - $76K
|
3.42K
$388K
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
461+ 19.92% |
$66.8K - $73.2K
|
2.78K
$314K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
461+ 3.07% |
$66.8K - $73.2K
|
15.5K
$1.75M
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
457+ 3.61% |
$66.2K - $72.5K
|
13.1K
$1.49M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
457+ 3.78% |
$66.2K - $72.5K
|
12.5K
$1.42M
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
453+ 0.79% |
$65.6K - $71.9K
|
57.9K
$6.56M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
447+ 1719.23% |
$64.8K - $70.9K
|
473
$53.6K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
429+ 1.59% |
$62.2K - $68.1K
|
27.4K
$3.11M
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
419+ 4.12% |
$60.7K - $66.5K
|
10.6K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
417+ 32.18% |
$60.4K - $66.2K
|
1.71K
$194K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
392+ 160.66% |
$56.8K - $62.2K
|
636
$72K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
372+ 35.23% |
$53.9K - $59K
|
1.43K
$162K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
368+ 1.41% |
$53.3K - $58.4K
|
26.5K
$3M
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
365+ 2.57% |
$52.9K - $57.9K
|
14.6K
$1.65M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
363+ 1.16% |
$52.6K - $57.6K
|
31.7K
$3.6M
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
363+ 11.96% |
$52.6K - $57.6K
|
3.4K
$385K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
360+ 4.39% |
$52.2K - $57.1K
|
8.55K
$969K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
358+ 7.59% |
$51.9K - $56.8K
|
5.07K
$575K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
347+ 11.3% |
$50.3K - $55.1K
|
3.42K
$387K
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
339+ 17.67% |
$49.1K - $53.8K
|
2.26K
$256K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
319+ 3.95% |
$46.2K - $50.6K
|
8.4K
$951K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 6.1% |
$43.5K - $47.6K
|
5.22K
$591K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
289+ 0.68% |
$41.9K - $45.9K
|
42.8K
$4.85M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
286+ 17.25% |
$41.4K - $45.4K
|
1.94K
$220K
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
269+ 16.02% |
$39K - $42.7K
|
1.95K
$221K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
262+ 6.45% |
$38K - $41.6K
|
4.33K
$490K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
257+ 1.11% |
$37.2K - $40.8K
|
23.5K
$2.66M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
255+ 7.78% |
$36.9K - $40.5K
|
3.53K
$400K
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
251+ 0.87% |
$36.4K - $39.8K
|
29.1K
$3.29M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
251New |
$36.4K - $39.8K
|
251
$28.4K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
240+ 5.59% |
$34.8K - $38.1K
|
4.53K
$513K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
238+ 11.21% |
$34.5K - $37.8K
|
2.36K
$267K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
234New |
$33.9K - $37.1K
|
234
$26.5K
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
234+ 8.92% |
$33.9K - $37.1K
|
2.86K
$323K
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
232New |
$33.6K - $36.8K
|
232
$26.3K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
214+ 9.24% |
$31K - $34K
|
2.53K
$287K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
202New |
$29.3K - $32.1K
|
202
$22.9K
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
200+ 2.27% |
$29K - $31.7K
|
9.01K
$1.02M
|