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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
838+ 63.92% |
$115K - $134K
|
2.15K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
830+ 49.7% |
$114K - $133K
|
2.5K
$277K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
826+ 99.52% |
$114K - $132K
|
1.66K
$183K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
823+ 2.53% |
$113K - $132K
|
33.4K
$3.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
798+ 34.25% |
$110K - $128K
|
3.13K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
778New |
$107K - $124K
|
778
$86.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
715+ 35.29% |
$98.4K - $114K
|
2.74K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
710+ 4.71% |
$97.7K - $113K
|
15.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
702+ 0.6% |
$96.6K - $112K
|
118K
$13.1M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
667+ 12.86% |
$91.8K - $107K
|
5.86K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
654New |
$90K - $105K
|
654
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
645+ 1.69% |
$88.7K - $103K
|
38.7K
$4.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
610+ 38.05% |
$83.9K - $97.5K
|
2.21K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
602+ 12.65% |
$82.8K - $96.2K
|
5.36K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
597New |
$82.1K - $95.4K
|
597
$66.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
595+ 19.13% |
$81.9K - $95.1K
|
3.71K
$410K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
592+ 18.44% |
$81.5K - $94.6K
|
3.8K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
588+ 11.17% |
$80.9K - $94K
|
5.85K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
561+ 9.95% |
$77.2K - $89.7K
|
6.2K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
534+ 0.57% |
$73.5K - $85.4K
|
94.3K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
514+ 3.48% |
$70.7K - $82.2K
|
15.3K
$1.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
509+ 55.45% |
$70K - $81.4K
|
1.43K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
467+ 3.15% |
$64.3K - $74.6K
|
15.3K
$1.69M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
461+ 32.26% |
$63.4K - $73.7K
|
1.89K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
452New |
$62.2K - $72.3K
|
452
$50.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
437+ 16.4% |
$60.1K - $69.9K
|
3.1K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
433+ 1.78% |
$59.6K - $69.2K
|
24.8K
$2.74M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
422+ 20.11% |
$58.1K - $67.5K
|
2.52K
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
420+ 1.48% |
$57.8K - $67.1K
|
28.7K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
420New |
$57.8K - $67.1K
|
420
$46.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
419+ 3.64% |
$57.7K - $67K
|
11.9K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
418+ 8.87% |
$57.5K - $66.8K
|
5.13K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
411+ 10.93% |
$56.5K - $65.7K
|
4.17K
$462K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
409+ 3.64% |
$56.3K - $65.4K
|
11.7K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
409+ 5.71% |
$56.3K - $65.4K
|
7.57K
$838K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
409+ 8.81% |
$56.3K - $65.4K
|
5.05K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
407+ 6.26% |
$56K - $65.1K
|
6.91K
$765K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
400New |
$55K - $63.9K
|
400
$44.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
383+ 1.29% |
$52.7K - $61.2K
|
30.2K
$3.34M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
382+ 1.88% |
$52.6K - $61.1K
|
20.7K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
379+ 1.48% |
$52.1K - $60.6K
|
26K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
374New |
$51.5K - $59.8K
|
374
$41.4K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
356+ 17.71% |
$49K - $56.9K
|
2.37K
$262K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350+ 7.79% |
$48.2K - $55.9K
|
4.84K
$536K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
346+ 1.67% |
$47.6K - $55.3K
|
21.1K
$2.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
341New |
$46.9K - $54.5K
|
341
$37.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
332+ 11.02% |
$45.7K - $53.1K
|
3.34K
$370K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
331+ 12.03% |
$45.5K - $52.9K
|
3.08K
$341K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
329+ 2.33% |
$45.3K - $52.6K
|
14.5K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
326+ 2328.57% |
$44.9K - $52.1K
|
340
$37.7K
|