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 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
16+ 0.85% |
$1.72K - $2K
|
1.91K
$212K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12New |
$1.29K - $1.5K
|
12
$1.34K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12+ 2.53% |
$1.29K - $1.5K
|
486
$54.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.36% |
$1.29K - $1.5K
|
3.38K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 5.0% |
$1.07K - $1.25K
|
210
$23.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 1.53% |
$967 - $1.12K
|
598
$66.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9New |
$967 - $1.12K
|
9
$1K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 7.27% |
$860 - $998
|
118
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
7New |
$752 - $873
|
7
$780
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
7New |
$752 - $873
|
7
$780
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$752 - $873
|
7
$780
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 15.0% |
$645 - $748
|
46
$5.12K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$537 - $624
|
5
$557
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5New |
$537 - $624
|
5
$557
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5New |
$537 - $624
|
5
$557
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
4+ 0.17% |
$430 - $499
|
2.32K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.32% |
$322 - $374
|
929
$103K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
3+ 17.65% |
$322 - $374
|
20
$2.23K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3+ 1.23% |
$322 - $374
|
247
$27.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 100.0% |
$322 - $374
|
6
$668
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$215 - $249
|
13
$1.45K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.92% |
$215 - $249
|
219
$24.4K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.63% |
$215 - $249
|
125
$13.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.1% |
$107 - $125
|
1.03K
$114K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.37% |
$107 - $125
|
274
$30.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.89% |
$107 - $125
|
54
$6.01K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$107 - $125
|
4.03K
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.23% |
$107 - $125
|
427
$47.6K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.9% |
$107 - $125
|
112
$12.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $125
|
2.39K
$266K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.53% |
$107 - $125
|
187
$20.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.05% |
$107 - $125
|
94
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 2.13% |
$107 - $125
|
46
$5.12K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.05% |
$107 - $125
|
2.15K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 10.0% |
$107 - $125
|
9
$1K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2- 0.09% |
$215 - $249
|
2.27K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 7.41% |
$215 - $249
|
25
$2.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 20.0% |
$322 - $374
|
12
$1.34K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4- 0.22% |
$430 - $499
|
1.78K
$198K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 26.67% |
$430 - $499
|
11
$1.23K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5- 0.02% |
$537 - $624
|
23.4K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-6- 1.62% |
$645 - $748
|
365
$40.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9- 26.47% |
$967 - $1.12K
|
25
$2.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-10- 11.11% |
$1.07K - $1.25K
|
80
$8.91K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.44% |
$1.07K - $1.25K
|
2.26K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-10- 0.5% |
$1.07K - $1.25K
|
2K
$223K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 10.89% |
$1.18K - $1.37K
|
90
$10K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-11- 0.29% |
$1.18K - $1.37K
|
3.8K
$424K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12- 25.0% |
$1.29K - $1.5K
|
36
$4.01K
|