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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 9.52% |
$290 - $317
|
19
$2.15K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$435 - $476
|
1.38K
$157K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 5.77% |
$435 - $476
|
49
$5.55K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-3- 0.17% |
$435 - $476
|
1.72K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.22% |
$435 - $476
|
1.38K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 1.61% |
$580 - $635
|
244
$27.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 19.23% |
$725 - $794
|
21
$2.38K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 0.1% |
$1.01K - $1.11K
|
7.07K
$801K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 43.75% |
$1.01K - $1.11K
|
9
$1.02K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 33.33% |
$1.01K - $1.11K
|
14
$1.59K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8- 0.58% |
$1.16K - $1.27K
|
1.37K
$155K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 4.69% |
$1.45K - $1.59K
|
203
$23K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-10- 0.45% |
$1.45K - $1.59K
|
2.24K
$253K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 14.1% |
$1.59K - $1.75K
|
67
$7.59K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13- 0.32% |
$1.88K - $2.06K
|
4.1K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-14- 1.01% |
$2.03K - $2.22K
|
1.38K
$156K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 12.61% |
$2.17K - $2.38K
|
104
$11.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-15- 0.87% |
$2.17K - $2.38K
|
1.72K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 0.6% |
$2.46K - $2.7K
|
2.8K
$317K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-18- 0.12% |
$2.61K - $2.86K
|
14.6K
$1.66M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18- 12.08% |
$2.61K - $2.86K
|
131
$14.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-19- 0.77% |
$2.75K - $3.02K
|
2.46K
$279K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-20- 1.23% |
$2.9K - $3.17K
|
1.6K
$181K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23- 24.21% |
$3.33K - $3.65K
|
72
$8.15K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25- 16.13% |
$3.62K - $3.97K
|
130
$14.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-25- 0.84% |
$3.62K - $3.97K
|
2.94K
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 7.14% |
$3.62K - $3.97K
|
325
$36.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-26- 30.59% |
$3.77K - $4.13K
|
59
$6.68K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-26- 3.55% |
$3.77K - $4.13K
|
706
$80K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-27- 1.13% |
$3.91K - $4.29K
|
2.36K
$267K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-28- 1.27% |
$4.06K - $4.44K
|
2.17K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-30- 10.87% |
$4.35K - $4.76K
|
246
$27.9K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 1.87% |
$4.35K - $4.76K
|
1.58K
$179K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-30- 0.54% |
$4.35K - $4.76K
|
5.53K
$626K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-31- 1.59% |
$4.49K - $4.92K
|
1.91K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-32- 0.31% |
$4.64K - $5.08K
|
10.2K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34- 1.74% |
$4.93K - $5.4K
|
1.93K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-35- 47.95% |
$5.07K - $5.55K
|
38
$4.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-35- 0.44% |
$5.07K - $5.55K
|
7.89K
$893K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-36- 0.17% |
$5.22K - $5.71K
|
20.7K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-36- 1.73% |
$5.22K - $5.71K
|
2.04K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-40- 1.33% |
$5.8K - $6.35K
|
2.97K
$336K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-40- 1.01% |
$5.8K - $6.35K
|
3.93K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-43- 0.65% |
$6.23K - $6.82K
|
6.61K
$748K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-47- 2.98% |
$6.81K - $7.46K
|
1.53K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-48- 0.61% |
$6.96K - $7.62K
|
7.77K
$879K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-49- 2.21% |
$7.1K - $7.78K
|
2.17K
$246K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-50- 1.76% |
$7.25K - $7.94K
|
2.78K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-50- 1.67% |
$7.25K - $7.94K
|
2.95K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 1.53% |
$7.25K - $7.94K
|
3.22K
$364K
|