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 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
34New |
$4.68K - $5.43K
|
34
$3.65K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 3.22% |
$4.54K - $5.28K
|
1.06K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
32+ 1.77% |
$4.4K - $5.12K
|
1.84K
$198K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
29New |
$3.99K - $4.64K
|
29
$3.12K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29New |
$3.99K - $4.64K
|
29
$3.12K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26New |
$3.58K - $4.16K
|
26
$2.79K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
26New |
$3.58K - $4.16K
|
26
$2.79K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
26+ 21.49% |
$3.58K - $4.16K
|
147
$15.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
25+ 0.48% |
$3.44K - $4K
|
5.22K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
25New |
$3.44K - $4K
|
25
$2.69K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
24New |
$3.3K - $3.84K
|
24
$2.58K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
23+ 1.52% |
$3.16K - $3.68K
|
1.54K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22+ 0.21% |
$3.03K - $3.52K
|
10.5K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.64% |
$3.03K - $3.52K
|
3.47K
$373K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
21+ 0.68% |
$2.89K - $3.36K
|
3.09K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 30.43% |
$2.89K - $3.36K
|
90
$9.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.37% |
$2.75K - $3.2K
|
5.36K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20+ 0.76% |
$2.75K - $3.2K
|
2.67K
$287K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
20+ 14.49% |
$2.75K - $3.2K
|
158
$17K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20+ 0.42% |
$2.75K - $3.2K
|
4.76K
$511K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
19+ 1.19% |
$2.61K - $3.04K
|
1.62K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 2.41% |
$2.61K - $3.04K
|
808
$86.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
19+ 950.0% |
$2.61K - $3.04K
|
21
$2.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
18New |
$2.48K - $2.88K
|
18
$1.93K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 6.64% |
$2.48K - $2.88K
|
289
$31.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
17New |
$2.34K - $2.72K
|
17
$1.83K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17+ 0.41% |
$2.34K - $2.72K
|
4.17K
$448K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16+ 0.31% |
$2.2K - $2.56K
|
5.17K
$556K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
16+ 0.15% |
$2.2K - $2.56K
|
10.9K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 44.12% |
$2.06K - $2.4K
|
49
$5.27K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
15+ 0.16% |
$2.06K - $2.4K
|
9.66K
$1.04M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13+ 54.17% |
$1.79K - $2.08K
|
37
$3.98K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.69% |
$1.79K - $2.08K
|
1.9K
$205K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$1.65K - $1.92K
|
12
$1.29K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
12New |
$1.65K - $1.92K
|
12
$1.29K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 12.36% |
$1.51K - $1.76K
|
100
$10.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 0.67% |
$1.51K - $1.76K
|
1.64K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 5.49% |
$1.38K - $1.6K
|
192
$20.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$1.38K - $1.6K
|
10
$1.07K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 5.0% |
$1.38K - $1.6K
|
210
$22.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
9+ 0.55% |
$1.24K - $1.44K
|
1.66K
$178K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7+ 0.29% |
$963 - $1.12K
|
2.45K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
7+ 11.67% |
$963 - $1.12K
|
67
$7.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.52% |
$963 - $1.12K
|
1.37K
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7+ 0.35% |
$963 - $1.12K
|
2.04K
$219K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 5.41% |
$826 - $959
|
117
$12.6K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6New |
$826 - $959
|
6
$645
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
5+ 0.25% |
$688 - $799
|
2.03K
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
5+ 0.16% |
$688 - $799
|
3.06K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 0.49% |
$688 - $799
|
1.03K
$111K
|