Purchases and Sales Made in Q2 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q2 2024. 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 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$752 - $873
|
7
$748
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$752 - $873
|
7
$748
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$752 - $873
|
7
$748
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 15.0% |
$645 - $748
|
46
$4.92K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5New |
$537 - $624
|
5
$535
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$537 - $624
|
5
$535
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$537 - $624
|
5
$535
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
4+ 0.17% |
$430 - $499
|
2.32K
$248K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 17.65% |
$322 - $374
|
20
$2.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 100.0% |
$322 - $374
|
6
$642
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3+ 1.23% |
$322 - $374
|
247
$26.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.32% |
$322 - $374
|
929
$99.3K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.63% |
$215 - $249
|
125
$13.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$215 - $249
|
13
$1.39K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.92% |
$215 - $249
|
219
$23.4K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.9% |
$107 - $125
|
112
$12K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.37% |
$107 - $125
|
274
$29.3K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$107 - $125
|
4.03K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.89% |
$107 - $125
|
54
$5.77K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.23% |
$107 - $125
|
427
$45.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $125
|
2.39K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.1% |
$107 - $125
|
1.03K
$110K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.53% |
$107 - $125
|
187
$20K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 10.0% |
$107 - $125
|
9
$962
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 2.13% |
$107 - $125
|
46
$4.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.05% |
$107 - $125
|
2.15K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.05% |
$107 - $125
|
94
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 7.41% |
$215 - $249
|
25
$2.67K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2- 0.09% |
$215 - $249
|
2.27K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 20.0% |
$322 - $374
|
12
$1.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 0.22% |
$430 - $499
|
1.78K
$190K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 26.67% |
$430 - $499
|
11
$1.18K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5- 0.02% |
$537 - $624
|
23.4K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6- 1.62% |
$645 - $748
|
365
$39K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9- 26.47% |
$967 - $1.12K
|
25
$2.67K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-10- 11.11% |
$1.07K - $1.25K
|
80
$8.55K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-10- 0.5% |
$1.07K - $1.25K
|
2K
$214K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.44% |
$1.07K - $1.25K
|
2.26K
$242K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 10.89% |
$1.18K - $1.37K
|
90
$9.62K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-11- 0.29% |
$1.18K - $1.37K
|
3.8K
$407K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12- 25.0% |
$1.29K - $1.5K
|
36
$3.85K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.63% |
$1.5K - $1.75K
|
2.21K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-16- 0.4% |
$1.72K - $2K
|
3.94K
$422K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16- 1.07% |
$1.72K - $2K
|
1.47K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18- 0.62% |
$1.93K - $2.25K
|
2.88K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-19- 15.97% |
$2.04K - $2.37K
|
100
$10.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 22.35% |
$2.04K - $2.37K
|
66
$7.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-20- 0.42% |
$2.15K - $2.49K
|
4.75K
$508K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 6.8% |
$2.15K - $2.49K
|
274
$29.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-21- 0.89% |
$2.26K - $2.62K
|
2.35K
$251K
|