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 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
59+ 1.83% |
$8.55K - $9.36K
|
3.29K
$373K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 31.02% |
$8.4K - $9.21K
|
245
$27.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
55+ 0.65% |
$7.97K - $8.73K
|
8.46K
$958K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
53+ 0.46% |
$7.68K - $8.41K
|
11.5K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 2.67% |
$7.68K - $8.41K
|
2.04K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
52+ 2.37% |
$7.53K - $8.25K
|
2.25K
$255K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
51+ 0.63% |
$7.39K - $8.09K
|
8.19K
$928K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$7.25K - $7.94K
|
50
$5.66K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50New |
$7.25K - $7.94K
|
50
$5.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
50New |
$7.25K - $7.94K
|
50
$5.66K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
50+ 2.06% |
$7.25K - $7.94K
|
2.48K
$281K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
50+ 0.77% |
$7.25K - $7.94K
|
6.58K
$745K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49+ 0.95% |
$7.1K - $7.78K
|
5.18K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
47+ 0.4% |
$6.81K - $7.46K
|
11.9K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
46New |
$6.67K - $7.3K
|
46
$5.21K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
45+ 1.61% |
$6.52K - $7.14K
|
2.84K
$322K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
45New |
$6.52K - $7.14K
|
45
$5.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43+ 0.53% |
$6.23K - $6.82K
|
8.22K
$931K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
43+ 2.69% |
$6.23K - $6.82K
|
1.64K
$186K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
41+ 0.3% |
$5.94K - $6.51K
|
13.6K
$1.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
41+ 1.63% |
$5.94K - $6.51K
|
2.56K
$289K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
36+ 1.59% |
$5.22K - $5.71K
|
2.3K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34New |
$4.93K - $5.4K
|
34
$3.85K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
34+ 0.39% |
$4.93K - $5.4K
|
8.7K
$985K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
34+ 0.9% |
$4.93K - $5.4K
|
3.83K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.8% |
$4.35K - $4.76K
|
3.79K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$4.35K - $4.76K
|
30
$3.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
30+ 0.67% |
$4.35K - $4.76K
|
4.52K
$512K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29New |
$4.2K - $4.6K
|
29
$3.28K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
28New |
$4.06K - $4.44K
|
28
$3.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 2.03% |
$4.06K - $4.44K
|
1.41K
$159K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
26New |
$3.77K - $4.13K
|
26
$2.94K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 8.1% |
$3.77K - $4.13K
|
347
$39.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
25+ 1.45% |
$3.62K - $3.97K
|
1.75K
$198K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
25+ 10.78% |
$3.62K - $3.97K
|
257
$29.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24+ 1.36% |
$3.48K - $3.81K
|
1.78K
$202K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
20+ 0.41% |
$2.9K - $3.17K
|
4.9K
$555K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
20+ 9.95% |
$2.9K - $3.17K
|
221
$25K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20+ 1.31% |
$2.9K - $3.17K
|
1.55K
$175K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 23.53% |
$2.9K - $3.17K
|
105
$11.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 0.38% |
$2.61K - $2.86K
|
4.76K
$539K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17+ 42.5% |
$2.46K - $2.7K
|
57
$6.46K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 1.84% |
$2.46K - $2.7K
|
939
$106K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16+ 1.05% |
$2.32K - $2.54K
|
1.53K
$174K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.27% |
$2.32K - $2.54K
|
5.86K
$663K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
16+ 0.67% |
$2.32K - $2.54K
|
2.41K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16+ 0.77% |
$2.32K - $2.54K
|
2.09K
$236K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
16+ 1.11% |
$2.32K - $2.54K
|
1.45K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 0.33% |
$2.32K - $2.54K
|
4.8K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16+ 0.37% |
$2.32K - $2.54K
|
4.35K
$492K
|