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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
57+ 1.77% |
$6.82K - $7.92K
|
3.28K
$352K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57+ 1.15% |
$6.82K - $7.92K
|
5.01K
$539K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
52+ 0.22% |
$6.22K - $7.22K
|
23.4K
$2.52M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
51+ 22.97% |
$6.1K - $7.08K
|
273
$29.3K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
50New |
$5.98K - $6.95K
|
50
$5.37K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
48+ 1.83% |
$5.75K - $6.67K
|
2.68K
$287K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
48+ 1.72% |
$5.75K - $6.67K
|
2.84K
$305K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
48+ 2.23% |
$5.75K - $6.67K
|
2.2K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
44New |
$5.27K - $6.11K
|
44
$4.73K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
44New |
$5.27K - $6.11K
|
44
$4.73K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44New |
$5.27K - $6.11K
|
44
$4.73K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
43+ 0.68% |
$5.15K - $5.97K
|
6.35K
$683K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
36+ 0.93% |
$4.31K - $5K
|
3.92K
$421K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
36+ 3.36% |
$4.31K - $5K
|
1.11K
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
35+ 1.79% |
$4.19K - $4.86K
|
1.99K
$214K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
33New |
$3.95K - $4.58K
|
33
$3.55K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31New |
$3.71K - $4.31K
|
31
$3.33K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
30+ 1.52% |
$3.59K - $4.17K
|
2K
$215K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
29+ 0.64% |
$3.47K - $4.03K
|
4.54K
$488K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.98% |
$3.47K - $4.03K
|
1.49K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27+ 32.93% |
$3.23K - $3.75K
|
109
$11.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 39.39% |
$3.11K - $3.61K
|
92
$9.89K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
26New |
$3.11K - $3.61K
|
26
$2.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
24+ 0.88% |
$2.87K - $3.33K
|
2.76K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
24+ 0.18% |
$2.87K - $3.33K
|
13.6K
$1.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
24+ 6.22% |
$2.87K - $3.33K
|
410
$44.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
22New |
$2.63K - $3.06K
|
22
$2.36K
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
22+ 0.44% |
$2.63K - $3.06K
|
5.02K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 22.97% |
$2.03K - $2.36K
|
91
$9.78K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
17New |
$2.03K - $2.36K
|
17
$1.83K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
17New |
$2.03K - $2.36K
|
17
$1.83K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 57.69% |
$1.8K - $2.08K
|
41
$4.41K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
15+ 0.05% |
$1.8K - $2.08K
|
28K
$3.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
15+ 0.15% |
$1.8K - $2.08K
|
10.1K
$1.09M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
14+ 0.17% |
$1.68K - $1.94K
|
8.42K
$905K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
13+ 0.54% |
$1.56K - $1.81K
|
2.42K
$260K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.78% |
$1.56K - $1.81K
|
1.69K
$181K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
12New |
$1.44K - $1.67K
|
12
$1.29K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$1.44K - $1.67K
|
12
$1.29K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
11+ 122.22% |
$1.32K - $1.53K
|
20
$2.15K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.41% |
$1.32K - $1.53K
|
2.68K
$288K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.17% |
$1.32K - $1.53K
|
6.46K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.82% |
$1.32K - $1.53K
|
1.35K
$145K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
11+ 0.83% |
$1.32K - $1.53K
|
1.33K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10+ 0.17% |
$1.2K - $1.39K
|
6.04K
$649K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.27% |
$1.2K - $1.39K
|
3.78K
$406K
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.2K - $1.39K
|
3.65K
$392K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 4.21% |
$1.08K - $1.25K
|
223
$24K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
8+ 0.05% |
$958 - $1.11K
|
15.7K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.21% |
$598 - $695
|
2.34K
$251K
|