Purchases and Sales Made in Q2 2025 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q2 2025. 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, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
103+ 10300.0% |
$9.72K - $12.2K
|
104
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
102New |
$9.63K - $12.1K
|
102
$10.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
101New |
$9.54K - $12K
|
101
$10.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 1.1% |
$9.44K - $11.9K
|
9.23K
$944K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
97+ 2.57% |
$9.16K - $11.5K
|
3.87K
$396K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
93New |
$8.78K - $11K
|
93
$9.51K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
89+ 4.53% |
$8.4K - $10.5K
|
2.05K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
89+ 13.44% |
$8.4K - $10.5K
|
751
$76.8K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
85+ 2.48% |
$8.02K - $10.1K
|
3.51K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
80+ 6.29% |
$7.55K - $9.48K
|
1.35K
$138K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
77+ 366.67% |
$7.27K - $9.13K
|
98
$10K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
75+ 1.77% |
$7.08K - $8.89K
|
4.3K
$440K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
72New |
$6.8K - $8.53K
|
72
$7.36K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
60+ 1.25% |
$5.66K - $7.11K
|
4.87K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
54+ 1.45% |
$5.1K - $6.4K
|
3.78K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51+ 0.77% |
$4.81K - $6.04K
|
6.63K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
43+ 1.67% |
$4.06K - $5.1K
|
2.62K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41+ 1.93% |
$3.87K - $4.86K
|
2.17K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
39New |
$3.68K - $4.62K
|
39
$3.99K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
37+ 0.69% |
$3.49K - $4.39K
|
5.36K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33+ 1.22% |
$3.12K - $3.91K
|
2.75K
$281K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
31New |
$2.93K - $3.67K
|
31
$3.17K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
30New |
$2.83K - $3.56K
|
30
$3.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
29New |
$2.74K - $3.44K
|
29
$2.96K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
29+ 32.22% |
$2.74K - $3.44K
|
119
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
28+ 1.15% |
$2.64K - $3.32K
|
2.45K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
27+ 24.55% |
$2.55K - $3.2K
|
137
$14K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
26+ 0.68% |
$2.45K - $3.08K
|
3.82K
$391K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 5.47% |
$2.45K - $3.08K
|
501
$51.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 13.44% |
$2.36K - $2.96K
|
211
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24+ 1.03% |
$2.27K - $2.84K
|
2.36K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22+ 0.73% |
$2.08K - $2.61K
|
3.02K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
22+ 0.14% |
$2.08K - $2.61K
|
15.3K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
22New |
$2.08K - $2.61K
|
22
$2.25K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
22New |
$2.08K - $2.61K
|
22
$2.25K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
21New |
$1.98K - $2.49K
|
21
$2.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20+ 11.49% |
$1.89K - $2.37K
|
194
$19.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 100.0% |
$1.79K - $2.25K
|
38
$3.89K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
18+ 0.96% |
$1.7K - $2.13K
|
1.89K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
15New |
$1.42K - $1.78K
|
15
$1.53K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15New |
$1.42K - $1.78K
|
15
$1.53K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 6.51% |
$1.32K - $1.66K
|
229
$23.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14New |
$1.32K - $1.66K
|
14
$1.43K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
13+ 0.02% |
$1.23K - $1.54K
|
84.1K
$8.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.35% |
$1.13K - $1.42K
|
3.4K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 5.97% |
$1.13K - $1.42K
|
213
$21.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10+ 0.44% |
$944 - $1.19K
|
2.3K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 100.0% |
$850 - $1.07K
|
18
$1.84K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9New |
$850 - $1.07K
|
9
$920
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 7.55% |
$755 - $948
|
114
$11.7K
|