Purchases and Sales Made in Q4 2022 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q4 2022. 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 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4New |
$550 - $639
|
4
$428
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
4+ 0.05% |
$550 - $639
|
7.39K
$790K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 19.05% |
$550 - $639
|
25
$2.67K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3New |
$413 - $480
|
3
$321
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3+ 0.19% |
$413 - $480
|
1.57K
$167K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.33% |
$413 - $480
|
905
$96.8K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.59% |
$413 - $480
|
510
$54.5K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.27% |
$413 - $480
|
1.1K
$117K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3+ 0.22% |
$413 - $480
|
1.39K
$148K
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
3+ 0.08% |
$413 - $480
|
3.91K
$418K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3New |
$413 - $480
|
3
$321
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.6% |
$275 - $320
|
336
$35.9K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.04% |
$275 - $320
|
5.64K
$603K
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2+ 0.86% |
$275 - $320
|
235
$25.1K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2+ 0.01% |
$275 - $320
|
25.5K
$2.73M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.67% |
$275 - $320
|
302
$32.3K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.3% |
$275 - $320
|
156
$16.7K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.94% |
$275 - $320
|
215
$23K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$275 - $320
|
3.26K
$348K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$275 - $320
|
2
$214
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 3.85% |
$138 - $160
|
27
$2.89K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1New |
$138 - $160
|
1
$107
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1+ 0.05% |
$138 - $160
|
2.01K
$215K
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1+ 0.05% |
$138 - $160
|
1.92K
$205K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$138 - $160
|
1.84K
$196K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $160
|
2.8K
$300K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.06% |
$138 - $160
|
1.58K
$169K
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 2.13% |
$138 - $160
|
48
$5.13K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$138 - $160
|
1
$107
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.56% |
$138 - $160
|
179
$19.1K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.07% |
$138 - $160
|
1.46K
$156K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 1.89% |
$138 - $160
|
52
$5.56K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 8.33% |
$275 - $320
|
22
$2.35K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2- 0.74% |
$275 - $320
|
270
$28.9K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.34% |
$275 - $320
|
581
$62.1K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 4.08% |
$275 - $320
|
47
$5.03K
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.19% |
$413 - $480
|
1.6K
$171K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3- 0.13% |
$413 - $480
|
2.35K
$251K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3- 2.73% |
$413 - $480
|
107
$11.4K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4- 0.14% |
$550 - $639
|
2.94K
$315K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4- 0.19% |
$550 - $639
|
2.16K
$231K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 13.33% |
$550 - $639
|
26
$2.78K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-5- 0.28% |
$688 - $799
|
1.81K
$194K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8- 0.5% |
$1.1K - $1.28K
|
1.59K
$170K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-8- 1.95% |
$1.1K - $1.28K
|
403
$43.1K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9- 0.28% |
$1.24K - $1.44K
|
3.15K
$337K
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-10- 0.36% |
$1.38K - $1.6K
|
2.81K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 11.97% |
$1.93K - $2.24K
|
103
$11K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-14- 0.69% |
$1.93K - $2.24K
|
2.01K
$214K
|