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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
962+ 14.14% |
$118K - $147K
|
7.76K
$830K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
929+ 33.48% |
$114K - $142K
|
3.7K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
898+ 871.84% |
$110K - $138K
|
1K
$107K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
819+ 20.43% |
$101K - $125K
|
4.83K
$516K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
788+ 56.81% |
$96.9K - $121K
|
2.18K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
777New |
$95.5K - $119K
|
777
$83.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
769+ 7.56% |
$94.5K - $118K
|
10.9K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
766New |
$94.1K - $117K
|
766
$81.9K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
756+ 7.43% |
$92.9K - $116K
|
10.9K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
751+ 1.09% |
$92.3K - $115K
|
69.8K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
708+ 4.58% |
$87K - $108K
|
16.2K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
696+ 1.31% |
$85.5K - $107K
|
53.9K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
652+ 1105.08% |
$80.1K - $99.8K
|
711
$76K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
651+ 4.21% |
$80K - $99.7K
|
16.1K
$1.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
644+ 27.35% |
$79.2K - $98.6K
|
3K
$321K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
635+ 3.94% |
$78K - $97.2K
|
16.7K
$1.79M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
606+ 3.29% |
$74.5K - $92.8K
|
19K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
588+ 12.11% |
$72.3K - $90K
|
5.44K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
584+ 0.1% |
$71.8K - $89.4K
|
591K
$63.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
571+ 6.66% |
$70.2K - $87.4K
|
9.15K
$978K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
571+ 29.37% |
$70.2K - $87.4K
|
2.52K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
569+ 6.36% |
$69.9K - $87.1K
|
9.51K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
552+ 35.25% |
$67.8K - $84.5K
|
2.12K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
542+ 25.69% |
$66.6K - $83K
|
2.65K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
512+ 15.96% |
$62.9K - $78.4K
|
3.72K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
482+ 5.88% |
$59.2K - $73.8K
|
8.67K
$927K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
477+ 11.03% |
$58.6K - $73K
|
4.8K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
473+ 6.63% |
$58.1K - $72.4K
|
7.6K
$813K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
472+ 13.94% |
$58K - $72.3K
|
3.86K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
468+ 33.99% |
$57.5K - $71.7K
|
1.85K
$197K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
454+ 3.6% |
$55.8K - $69.5K
|
13.1K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
445+ 1.53% |
$54.7K - $68.1K
|
29.5K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
442+ 5.04% |
$54.3K - $67.7K
|
9.21K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
416+ 3.07% |
$51.1K - $63.7K
|
14K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
414+ 1.65% |
$50.9K - $63.4K
|
25.5K
$2.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
411+ 1.99% |
$50.5K - $62.9K
|
21.1K
$2.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
400+ 20.83% |
$49.2K - $61.3K
|
2.32K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
398+ 19.51% |
$48.9K - $60.9K
|
2.44K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
383+ 12.09% |
$47.1K - $58.6K
|
3.55K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
381+ 1.94% |
$46.8K - $58.3K
|
20K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
375+ 4.38% |
$46.1K - $57.4K
|
8.94K
$956K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
361+ 11.02% |
$44.4K - $55.3K
|
3.64K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
361+ 1061.76% |
$44.4K - $55.3K
|
395
$42.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
350+ 11.04% |
$43K - $53.6K
|
3.52K
$376K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
338+ 171.57% |
$41.5K - $51.8K
|
535
$57.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
337+ 1.92% |
$41.4K - $51.6K
|
17.9K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
326+ 9.59% |
$40.1K - $49.9K
|
3.73K
$398K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
319+ 3.55% |
$39.2K - $48.8K
|
9.31K
$995K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
319+ 2.18% |
$39.2K - $48.8K
|
15K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 5.74% |
$36.9K - $45.9K
|
5.52K
$590K
|