Purchases and Sales Made in Q3 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q3 2024. 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 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
3K+ 54.25% |
$327K - $367K
|
8.53K
$968K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.97KNew |
$324K - $363K
|
2.97K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.93K+ 29.72% |
$320K - $359K
|
12.8K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.92K+ 22.73% |
$318K - $357K
|
15.7K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.84K+ 2.23% |
$310K - $348K
|
130K
$14.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
2.82K+ 10.9% |
$308K - $345K
|
28.7K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.52K+ 32.35% |
$275K - $308K
|
10.3K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.5KNew |
$273K - $306K
|
2.5K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.43K+ 6.77% |
$265K - $298K
|
38.3K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.38KNew |
$259K - $291K
|
2.38K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.33KNew |
$255K - $286K
|
2.33K
$265K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.3K+ 13.39% |
$251K - $282K
|
19.5K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.26K+ 19.93% |
$247K - $277K
|
13.6K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$241K - $270K
|
2.21K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.19K+ 3128.57% |
$239K - $268K
|
2.26K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.13KNew |
$233K - $261K
|
2.13K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 18.47% |
$229K - $257K
|
13.5K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.09KNew |
$228K - $256K
|
2.09K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.05K+ 14.85% |
$223K - $250K
|
15.8K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.04KNew |
$222K - $249K
|
2.04K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2.04KNew |
$222K - $249K
|
2.04K
$231K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.02KNew |
$221K - $248K
|
2.02K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.95KNew |
$213K - $239K
|
1.95K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.92KNew |
$210K - $235K
|
1.92K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.9KNew |
$208K - $233K
|
1.9K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.88K+ 15.85% |
$205K - $230K
|
13.7K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.87KNew |
$204K - $229K
|
1.87K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.87KNew |
$204K - $229K
|
1.87K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.83KNew |
$200K - $224K
|
1.83K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.83KNew |
$199K - $224K
|
1.83K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.83KNew |
$199K - $224K
|
1.83K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.79KNew |
$195K - $219K
|
1.79K
$203K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.79KNew |
$195K - $218K
|
1.79K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.79KNew |
$195K - $218K
|
1.79K
$203K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$195K - $218K
|
1.78K
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
1.78KNew |
$194K - $218K
|
1.78K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.78K+ 21.61% |
$194K - $218K
|
10K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$193K - $217K
|
1.77K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.77KNew |
$193K - $216K
|
1.77K
$200K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.76KNew |
$192K - $216K
|
1.76K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 36.62% |
$192K - $215K
|
6.56K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.74KNew |
$190K - $213K
|
1.74K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.72K+ 12.5% |
$188K - $211K
|
15.5K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.71KNew |
$187K - $210K
|
1.71K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.7KNew |
$186K - $208K
|
1.7K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.68KNew |
$183K - $205K
|
1.68K
$190K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.67KNew |
$182K - $205K
|
1.67K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.67KNew |
$182K - $204K
|
1.67K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.59K+ 35.57% |
$174K - $195K
|
6.07K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.52K+ 35.22% |
$166K - $187K
|
5.85K
$664K
|