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 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
200+ 15.5% |
$29K - $31.7K
|
1.49K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
198+ 2.2% |
$28.7K - $31.4K
|
9.2K
$1.04M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
193+ 18.81% |
$28K - $30.6K
|
1.22K
$138K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
193+ 18.81% |
$28K - $30.6K
|
1.22K
$138K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
181+ 20.13% |
$26.2K - $28.7K
|
1.08K
$122K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
177New |
$25.6K - $28.1K
|
177
$20K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
174+ 1.84% |
$25.2K - $27.6K
|
9.61K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
173+ 1.03% |
$25.1K - $27.5K
|
16.9K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
172+ 34.68% |
$24.9K - $27.3K
|
668
$75.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
156+ 4.42% |
$22.6K - $24.8K
|
3.68K
$417K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
156+ 1.16% |
$22.6K - $24.8K
|
13.6K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
155+ 0.53% |
$22.5K - $24.6K
|
29.7K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
147+ 11.1% |
$21.3K - $23.3K
|
1.47K
$167K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
146+ 2.05% |
$21.2K - $23.2K
|
7.26K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
145+ 5.95% |
$21K - $23K
|
2.58K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
142+ 1.68% |
$20.6K - $22.5K
|
8.57K
$971K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
141+ 1.7% |
$20.4K - $22.4K
|
8.43K
$955K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
134+ 0.6% |
$19.4K - $21.3K
|
22.4K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
133+ 96.38% |
$19.3K - $21.1K
|
271
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
132+ 8.11% |
$19.1K - $20.9K
|
1.76K
$199K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
125+ 2.82% |
$18.1K - $19.8K
|
4.55K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
122New |
$17.7K - $19.4K
|
122
$13.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
112+ 1244.44% |
$16.2K - $17.8K
|
121
$13.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
112+ 4.27% |
$16.2K - $17.8K
|
2.73K
$310K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
110+ 142.86% |
$15.9K - $17.5K
|
187
$21.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
107+ 1.01% |
$15.5K - $17K
|
10.7K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
106+ 3.32% |
$15.4K - $16.8K
|
3.3K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
106+ 1.89% |
$15.4K - $16.8K
|
5.71K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
104+ 8.11% |
$15.1K - $16.5K
|
1.39K
$157K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 47.62% |
$14.5K - $15.9K
|
310
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
100+ 4.97% |
$14.5K - $15.9K
|
2.11K
$239K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
100+ 6.71% |
$14.5K - $15.9K
|
1.59K
$180K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
100+ 0.22% |
$14.5K - $15.9K
|
46.1K
$5.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
96+ 2.31% |
$13.9K - $15.2K
|
4.26K
$482K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
95+ 7.34% |
$13.8K - $15.1K
|
1.39K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
93+ 8.99% |
$13.5K - $14.8K
|
1.13K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
85+ 223.68% |
$12.3K - $13.5K
|
123
$13.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
85+ 0.8% |
$12.3K - $13.5K
|
10.7K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
84+ 7.29% |
$12.2K - $13.3K
|
1.24K
$140K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
78+ 371.43% |
$11.3K - $12.4K
|
99
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
76+ 0.5% |
$11K - $12.1K
|
15.4K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
73+ 0.88% |
$10.6K - $11.6K
|
8.4K
$951K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 1.22% |
$10.3K - $11.3K
|
5.91K
$670K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
70+ 1.24% |
$10.1K - $11.1K
|
5.72K
$647K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
68+ 1.51% |
$9.85K - $10.8K
|
4.56K
$517K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
66+ 1.67% |
$9.56K - $10.5K
|
4.01K
$454K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
65+ 1.97% |
$9.42K - $10.3K
|
3.36K
$381K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
63+ 0.5% |
$9.13K - $10K
|
12.6K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 9.44% |
$8.84K - $9.68K
|
707
$80.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
60+ 0.7% |
$8.69K - $9.52K
|
8.65K
$980K
|