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 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
325+ 7.57% |
$44.7K - $52K
|
4.62K
$497K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
320+ 0.23% |
$44K - $51.2K
|
137K
$14.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
317+ 1.19% |
$43.6K - $50.7K
|
27K
$2.9M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
311+ 1.13% |
$42.8K - $49.7K
|
27.8K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
308+ 2.45% |
$42.4K - $49.2K
|
12.9K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
307+ 11.62% |
$42.2K - $49.1K
|
2.95K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
307+ 15.5% |
$42.2K - $49.1K
|
2.29K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
303+ 10.22% |
$41.7K - $48.4K
|
3.27K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
301+ 15.13% |
$41.4K - $48.1K
|
2.29K
$246K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
296New |
$40.7K - $47.3K
|
296
$31.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
296+ 6.03% |
$40.7K - $47.3K
|
5.2K
$559K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
293+ 15.28% |
$40.3K - $46.8K
|
2.21K
$238K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
289+ 2.31% |
$39.8K - $46.2K
|
12.8K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
287New |
$39.5K - $45.9K
|
287
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
279New |
$38.4K - $44.6K
|
279
$30K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
277+ 17.38% |
$38.1K - $44.3K
|
1.87K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
271+ 2.61% |
$37.3K - $43.3K
|
10.7K
$1.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
262+ 1.21% |
$36K - $41.9K
|
21.9K
$2.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
238+ 3.0% |
$32.7K - $38K
|
8.16K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
234+ 8.68% |
$32.2K - $37.4K
|
2.93K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
226+ 0.51% |
$31.1K - $36.1K
|
44.3K
$4.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
224+ 8.44% |
$30.8K - $35.8K
|
2.88K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
220+ 100.0% |
$30.3K - $35.2K
|
440
$47.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
216+ 78.26% |
$29.7K - $34.5K
|
492
$52.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
215+ 5.3% |
$29.6K - $34.4K
|
4.27K
$459K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
210+ 9.31% |
$28.9K - $33.6K
|
2.47K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
207+ 2.1% |
$28.5K - $33.1K
|
10.1K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
203New |
$27.9K - $32.4K
|
203
$21.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
200+ 4.0% |
$27.5K - $32K
|
5.21K
$559K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
200+ 2.35% |
$27.5K - $32K
|
8.72K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
200+ 9.3% |
$27.5K - $32K
|
2.35K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
194+ 2.78% |
$26.7K - $31K
|
7.17K
$770K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
194+ 9.23% |
$26.7K - $31K
|
2.3K
$247K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
192+ 8.98% |
$26.4K - $30.7K
|
2.33K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
191New |
$26.3K - $30.5K
|
191
$20.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
190+ 2.97% |
$26.1K - $30.4K
|
6.58K
$707K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
182+ 11.66% |
$25K - $29.1K
|
1.74K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
174+ 0.4% |
$23.9K - $27.8K
|
43.3K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
171+ 1.71% |
$23.5K - $27.3K
|
10.2K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
169+ 0.58% |
$23.3K - $27K
|
29.4K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
169New |
$23.3K - $27K
|
169
$18.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
161+ 9.08% |
$22.2K - $25.7K
|
1.93K
$208K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
160+ 1.9% |
$22K - $25.6K
|
8.57K
$921K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
160+ 1.9% |
$22K - $25.6K
|
8.57K
$921K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
157+ 5.34% |
$21.6K - $25.1K
|
3.1K
$333K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150+ 2.12% |
$20.6K - $24K
|
7.22K
$776K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
139+ 224.19% |
$19.1K - $22.2K
|
201
$21.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
138+ 0.64% |
$19K - $22.1K
|
21.5K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
138+ 5.7% |
$19K - $22.1K
|
2.56K
$275K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
136+ 295.65% |
$18.7K - $21.7K
|
182
$19.6K
|