Purchases and Sales Made in Q3 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-122- 10.01% |
$15K - $18.7K
|
1.1K
$117K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-123- 17.77% |
$15.1K - $18.8K
|
569
$60.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-123- 1.08% |
$15.1K - $18.8K
|
11.2K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-127- 2.3% |
$15.6K - $19.4K
|
5.4K
$577K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-129- 20.74% |
$15.9K - $19.8K
|
493
$52.7K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-130- 5.51% |
$16K - $19.9K
|
2.23K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-132- 6.17% |
$16.2K - $20.2K
|
2.01K
$215K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 2.25% |
$16.8K - $21K
|
5.96K
$637K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-138- 19.55% |
$17K - $21.1K
|
568
$60.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-141- 4.19% |
$17.3K - $21.6K
|
3.22K
$345K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-142- 14.2% |
$17.5K - $21.7K
|
858
$91.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-145- 20.51% |
$17.8K - $22.2K
|
562
$60.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-160- 0.94% |
$19.7K - $24.5K
|
16.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-161- 4.37% |
$19.8K - $24.7K
|
3.52K
$376K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-166- 61.25% |
$20.4K - $25.4K
|
105
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-175- 2.37% |
$21.5K - $26.8K
|
7.2K
$769K
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-175- 1.83% |
$21.5K - $26.8K
|
9.41K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 2.32% |
$22K - $27.4K
|
7.54K
$806K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-199- 4.67% |
$24.5K - $30.5K
|
4.06K
$434K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-199- 7.91% |
$24.5K - $30.5K
|
2.32K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-215- 5.31% |
$26.4K - $32.9K
|
3.83K
$410K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-224- 10.02% |
$27.5K - $34.3K
|
2.01K
$215K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-225- 11.25% |
$27.7K - $34.5K
|
1.78K
$190K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-227- 18.35% |
$27.9K - $34.8K
|
1.01K
$108K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-230- 0.62% |
$28.3K - $35.2K
|
36.7K
$3.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-233- 10.86% |
$28.6K - $35.7K
|
1.91K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-244- 7.14% |
$30K - $37.4K
|
3.17K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-248- 13.09% |
$30.5K - $38K
|
1.65K
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-250- 6.6% |
$30.7K - $38.3K
|
3.54K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.58% |
$30.7K - $38.3K
|
15.6K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-254- 4.69% |
$31.2K - $38.9K
|
5.16K
$551K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-255- 9.41% |
$31.3K - $39K
|
2.45K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-256- 4.37% |
$31.5K - $39.2K
|
5.6K
$599K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-262- 3.98% |
$32.2K - $40.1K
|
6.32K
$675K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-262- 2.46% |
$32.2K - $40.1K
|
10.4K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-274- 10.72% |
$33.7K - $42K
|
2.28K
$244K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-281- 3.29% |
$34.5K - $43K
|
8.27K
$884K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-299- 5.09% |
$36.8K - $45.8K
|
5.58K
$596K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 4.55% |
$36.9K - $45.9K
|
6.3K
$674K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-300- 5.47% |
$36.9K - $45.9K
|
5.18K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-302- 0.71% |
$37.1K - $46.2K
|
42.5K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-305- 11.97% |
$37.5K - $46.7K
|
2.24K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-329- 3.42% |
$40.4K - $50.4K
|
9.28K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-340- 1.1% |
$41.8K - $52.1K
|
30.5K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-354- 25.14% |
$43.5K - $54.2K
|
1.05K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-354- 0.89% |
$43.5K - $54.2K
|
39.2K
$4.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-369- 16.02% |
$45.4K - $56.5K
|
1.94K
$207K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-373- 1.6% |
$45.8K - $57.1K
|
22.9K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-373- 13.06% |
$45.8K - $57.1K
|
2.48K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-374- 3.51% |
$46K - $57.3K
|
10.3K
$1.1M
|