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 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.82% |
$492 - $613
|
490
$52.4K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 4.82% |
$492 - $613
|
87
$9.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 4.82% |
$492 - $613
|
87
$9.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.33% |
$369 - $459
|
914
$97.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.78% |
$246 - $306
|
259
$27.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$246 - $306
|
2
$214
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$246 - $306
|
1.78K
$190K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2+ 0.84% |
$246 - $306
|
240
$25.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2+ 0.51% |
$246 - $306
|
394
$42.1K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$246 - $306
|
2
$214
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2New |
$246 - $306
|
2
$214
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.34% |
$246 - $306
|
586
$62.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$123 - $153
|
1.8K
$192K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.39% |
$123 - $153
|
257
$27.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 25.0% |
$123 - $153
|
5
$535
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.83% |
$123 - $153
|
121
$12.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
$123 - $153
|
2.26K
$241K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.93% |
$123 - $153
|
109
$11.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$123 - $153
|
1
$107
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.24% |
$123 - $153
|
423
$45.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.02% |
$123 - $153
|
4.44K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.08% |
$123 - $153
|
49
$5.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 2.04% |
$123 - $153
|
48
$5.13K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.47% |
$123 - $153
|
213
$22.8K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1- 0.04% |
$123 - $153
|
2.38K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$246 - $306
|
1.66K
$177K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2- 50.0% |
$246 - $306
|
2
$214
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 2.88% |
$369 - $459
|
101
$10.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4- 50.0% |
$492 - $613
|
4
$428
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-5- 0.16% |
$615 - $766
|
3.05K
$326K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6- 1.94% |
$737 - $919
|
304
$32.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.19% |
$737 - $919
|
3.17K
$339K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 30.43% |
$860 - $1.07K
|
16
$1.71K
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.26% |
$860 - $1.07K
|
2.7K
$288K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7- 0.35% |
$860 - $1.07K
|
2.01K
$215K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-8- 88.89% |
$983 - $1.23K
|
1
$107
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8- 0.42% |
$983 - $1.23K
|
1.91K
$204K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.56% |
$983 - $1.23K
|
1.42K
$152K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9- 0.41% |
$1.11K - $1.38K
|
2.16K
$231K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 45.0% |
$1.11K - $1.38K
|
11
$1.18K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 42.86% |
$1.11K - $1.38K
|
12
$1.28K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 0.58% |
$1.35K - $1.68K
|
1.9K
$203K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-12- 0.37% |
$1.47K - $1.84K
|
3.24K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15- 0.53% |
$1.84K - $2.3K
|
2.81K
$301K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-16- 0.77% |
$1.97K - $2.45K
|
2.07K
$221K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-16- 39.02% |
$1.97K - $2.45K
|
25
$2.67K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-17- 0.55% |
$2.09K - $2.6K
|
3.07K
$328K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 9.55% |
$2.09K - $2.6K
|
161
$17.2K
|