Purchases and Sales Made in Q3 2022 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
50New |
$6.44K - $7.21K
|
50
$5.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
48+ 4.28% |
$6.18K - $6.92K
|
1.17K
$125K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
47+ 1.03% |
$6.05K - $6.77K
|
4.63K
$495K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
47New |
$6.05K - $6.77K
|
47
$5.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
46+ 8.08% |
$5.92K - $6.63K
|
615
$65.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45+ 76.27% |
$5.79K - $6.49K
|
104
$11.1K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
43+ 1.87% |
$5.54K - $6.2K
|
2.35K
$251K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43+ 0.61% |
$5.54K - $6.2K
|
7.14K
$763K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 1.62% |
$5.41K - $6.05K
|
2.64K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41+ 1.91% |
$5.28K - $5.91K
|
2.19K
$234K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
38+ 0.98% |
$4.89K - $5.48K
|
3.9K
$417K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
38+ 1.45% |
$4.89K - $5.48K
|
2.66K
$285K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
37+ 0.22% |
$4.76K - $5.33K
|
16.6K
$1.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
35+ 0.59% |
$4.51K - $5.04K
|
5.96K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
34New |
$4.38K - $4.9K
|
34
$3.64K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 26.23% |
$4.12K - $4.61K
|
154
$16.5K
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
BUY
|
- |
31+ 0.31% |
$3.99K - $4.47K
|
9.9K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
30+ 0.56% |
$3.86K - $4.32K
|
5.34K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
30+ 1.25% |
$3.86K - $4.32K
|
2.43K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
30+ 0.97% |
$3.86K - $4.32K
|
3.11K
$333K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
28+ 1.26% |
$3.6K - $4.04K
|
2.26K
$241K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 1.5% |
$3.48K - $3.89K
|
1.83K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
26+ 1.48% |
$3.35K - $3.75K
|
1.79K
$191K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
25New |
$3.22K - $3.6K
|
25
$2.67K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
25New |
$3.22K - $3.6K
|
25
$2.67K
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.7% |
$3.09K - $3.46K
|
3.45K
$369K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$3.09K - $3.46K
|
8.21K
$878K
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
23+ 0.22% |
$2.96K - $3.31K
|
10.5K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
21New |
$2.7K - $3.03K
|
21
$2.25K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20New |
$2.57K - $2.88K
|
20
$2.14K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
19+ 9.27% |
$2.45K - $2.74K
|
224
$24K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
18+ 42.86% |
$2.32K - $2.59K
|
60
$6.42K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
17+ 6.69% |
$2.19K - $2.45K
|
271
$29K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
17New |
$2.19K - $2.45K
|
17
$1.82K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 48.48% |
$2.06K - $2.31K
|
49
$5.24K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 27.78% |
$1.93K - $2.16K
|
69
$7.38K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
15+ 250.0% |
$1.93K - $2.16K
|
21
$2.25K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
14+ 0.22% |
$1.8K - $2.02K
|
6.29K
$673K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 13.73% |
$1.8K - $2.02K
|
116
$12.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 162.5% |
$1.67K - $1.87K
|
21
$2.25K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.56% |
$1.42K - $1.59K
|
1.99K
$212K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
10+ 0.1% |
$1.29K - $1.44K
|
9.65K
$1.03M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 11.11% |
$1.16K - $1.3K
|
90
$9.62K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.59% |
$1.03K - $1.15K
|
1.36K
$145K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.4% |
$1.03K - $1.15K
|
2.02K
$216K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8New |
$1.03K - $1.15K
|
8
$855
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8+ 0.02% |
$1.03K - $1.15K
|
46.8K
$5M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.4% |
$901 - $1.01K
|
507
$54.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$901 - $1.01K
|
1.82K
$194K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
7+ 0.06% |
$901 - $1.01K
|
12.5K
$1.34M
|