Purchases and Sales Made in Q4 2021 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
165+ 0.8% |
$19.7K - $22.9K
|
20.9K
$2.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
160New |
$19.2K - $22.2K
|
160
$17.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
158+ 2.51% |
$18.9K - $21.9K
|
6.45K
$690K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
153New |
$18.3K - $21.3K
|
153
$16.4K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
152+ 6.63% |
$18.2K - $21.1K
|
2.44K
$261K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
151+ 0.34% |
$18.1K - $21K
|
44.2K
$4.72M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150+ 254.24% |
$18K - $20.8K
|
209
$22.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
148+ 3.03% |
$17.7K - $20.6K
|
5.04K
$538K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
148+ 3.28% |
$17.7K - $20.6K
|
4.65K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
145+ 7.73% |
$17.4K - $20.1K
|
2.02K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
143+ 2.92% |
$17.1K - $19.9K
|
5.03K
$538K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
135New |
$16.2K - $18.8K
|
135
$14.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
126+ 5.96% |
$15.1K - $17.5K
|
2.24K
$240K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
125New |
$15K - $17.4K
|
125
$13.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$14.8K - $17.2K
|
124
$13.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
121New |
$14.5K - $16.8K
|
121
$12.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
116New |
$13.9K - $16.1K
|
116
$12.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
115+ 0.35% |
$13.8K - $16K
|
33.3K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
109New |
$13K - $15.1K
|
109
$11.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
108New |
$12.9K - $15K
|
108
$11.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
103+ 1.26% |
$12.3K - $14.3K
|
8.31K
$888K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
103+ 1287.5% |
$12.3K - $14.3K
|
111
$11.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
101+ 0.41% |
$12.1K - $14K
|
24.5K
$2.62M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100New |
$12K - $13.9K
|
100
$10.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.49% |
$12K - $13.9K
|
6.8K
$727K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
100New |
$12K - $13.9K
|
100
$10.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 1.44% |
$12K - $13.9K
|
7.04K
$753K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$12K - $13.9K
|
100
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
100+ 2.57% |
$12K - $13.9K
|
4K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
98+ 5.87% |
$11.7K - $13.6K
|
1.77K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
98+ 1.15% |
$11.7K - $13.6K
|
8.65K
$924K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
96+ 0.97% |
$11.5K - $13.3K
|
10K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
95+ 7.25% |
$11.4K - $13.2K
|
1.41K
$150K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
85New |
$10.2K - $11.8K
|
85
$9.09K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
84+ 2.08% |
$10.1K - $11.7K
|
4.11K
$440K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
84+ 0.59% |
$10.1K - $11.7K
|
14.4K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
80+ 70.18% |
$9.58K - $11.1K
|
194
$20.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80New |
$9.58K - $11.1K
|
80
$8.55K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
80+ 0.48% |
$9.58K - $11.1K
|
16.8K
$1.8M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
79+ 3.37% |
$9.46K - $11K
|
2.43K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
79+ 4.12% |
$9.46K - $11K
|
2K
$214K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78+ 4.46% |
$9.34K - $10.8K
|
1.83K
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
74+ 1.21% |
$8.86K - $10.3K
|
6.19K
$662K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
72New |
$8.62K - $10K
|
72
$7.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
70+ 0.97% |
$8.38K - $9.72K
|
7.31K
$781K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
70New |
$8.38K - $9.72K
|
70
$7.48K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
69New |
$8.26K - $9.58K
|
69
$7.38K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
63New |
$7.54K - $8.75K
|
63
$6.74K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59+ 0.6% |
$7.06K - $8.2K
|
9.92K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57+ 1.15% |
$6.82K - $7.92K
|
5.01K
$536K
|