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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15+ 1.11% |
$2.17K - $2.38K
|
1.36K
$154K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 130.0% |
$1.88K - $2.06K
|
23
$2.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
13New |
$1.88K - $2.06K
|
13
$1.47K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 16.9% |
$1.74K - $1.9K
|
83
$9.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
12New |
$1.74K - $1.9K
|
12
$1.36K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 16.9% |
$1.74K - $1.9K
|
83
$9.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.36% |
$1.74K - $1.9K
|
3.36K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
11+ 0.08% |
$1.59K - $1.75K
|
13.2K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10New |
$1.45K - $1.59K
|
10
$1.13K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
9New |
$1.3K - $1.43K
|
9
$1.02K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.58% |
$1.16K - $1.27K
|
1.38K
$156K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7+ 0.27% |
$1.01K - $1.11K
|
2.6K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7+ 0.19% |
$1.01K - $1.11K
|
3.77K
$426K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 4.09% |
$1.01K - $1.11K
|
178
$20.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7+ 0.21% |
$1.01K - $1.11K
|
3.3K
$374K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
7+ 0.12% |
$1.01K - $1.11K
|
5.68K
$644K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.33% |
$869 - $952
|
1.81K
$204K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 250.0% |
$725 - $794
|
7
$793
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 6.9% |
$580 - $635
|
62
$7.02K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 6.9% |
$580 - $635
|
62
$7.02K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 4.11% |
$435 - $476
|
76
$8.61K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.17% |
$435 - $476
|
1.78K
$201K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.36% |
$435 - $476
|
832
$94.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
3+ 0.22% |
$435 - $476
|
1.39K
$157K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.62% |
$435 - $476
|
486
$55K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3+ 0.14% |
$435 - $476
|
2.15K
$243K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$435 - $476
|
3
$340
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.33% |
$435 - $476
|
911
$103K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.55% |
$435 - $476
|
197
$22.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3+ 0.08% |
$435 - $476
|
3.86K
$437K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.79% |
$290 - $317
|
256
$29K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.04% |
$290 - $317
|
5.35K
$606K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.94% |
$290 - $317
|
214
$24.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 11.11% |
$290 - $317
|
20
$2.27K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 100.0% |
$290 - $317
|
4
$453
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.83% |
$290 - $317
|
111
$12.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 3.7% |
$145 - $159
|
28
$3.17K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.17% |
$145 - $159
|
584
$66.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$145 - $159
|
238
$27K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.5% |
$145 - $159
|
203
$23K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.24% |
$145 - $159
|
422
$47.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.03% |
$145 - $159
|
2.93K
$331K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$145 - $159
|
1.8K
$203K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.15% |
$145 - $159
|
663
$75.1K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.93% |
$145 - $159
|
108
$12.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.96% |
$145 - $159
|
103
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 0.88% |
$145 - $159
|
112
$12.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.06% |
$145 - $159
|
1.66K
$188K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.09% |
$145 - $159
|
1.09K
$123K
|