Purchases and Sales Made in Q4 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q4 2023. 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 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-17- 10.83% |
$1.84K - $2.15K
|
140
$15.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-17- 2.12% |
$1.84K - $2.15K
|
785
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-18- 0.61% |
$1.95K - $2.28K
|
2.92K
$325K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 2.89% |
$1.95K - $2.28K
|
604
$67.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-18- 0.57% |
$1.95K - $2.28K
|
3.13K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 0.99% |
$2.06K - $2.41K
|
1.89K
$211K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-19- 1.18% |
$2.06K - $2.41K
|
1.59K
$177K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-23- 30.26% |
$2.49K - $2.92K
|
53
$5.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-23- 0.24% |
$2.49K - $2.92K
|
9.49K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-24- 1.17% |
$2.6K - $3.04K
|
2.03K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-25- 0.52% |
$2.71K - $3.17K
|
4.77K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-26- 1.11% |
$2.81K - $3.3K
|
2.32K
$258K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-26- 5.5% |
$2.81K - $3.3K
|
447
$49.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26- 1.38% |
$2.81K - $3.3K
|
1.86K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-27- 9.57% |
$2.92K - $3.42K
|
255
$28.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-28- 0.8% |
$3.03K - $3.55K
|
3.49K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-29- 21.01% |
$3.14K - $3.68K
|
109
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-30- 13.04% |
$3.25K - $3.8K
|
200
$22.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-32- 88.89% |
$3.46K - $4.06K
|
4
$445
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-32- 43.84% |
$3.46K - $4.06K
|
41
$4.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.76% |
$4.33K - $5.07K
|
2.24K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-43- 42.57% |
$4.65K - $5.45K
|
58
$6.46K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-45- 72.58% |
$4.87K - $5.7K
|
17
$1.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-45- 72.58% |
$4.87K - $5.7K
|
17
$1.89K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 2.23% |
$5.41K - $6.34K
|
2.19K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-51- 2.54% |
$5.52K - $6.46K
|
1.96K
$218K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-68- 3.57% |
$7.36K - $8.62K
|
1.84K
$205K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-69- 18.06% |
$7.47K - $8.75K
|
313
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-72- 44.72% |
$7.79K - $9.13K
|
89
$9.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-72- 1.78% |
$7.79K - $9.13K
|
3.97K
$442K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-76- 4.74% |
$8.22K - $9.63K
|
1.53K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-81- 14.24% |
$8.76K - $10.3K
|
488
$54.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 1.91% |
$8.87K - $10.4K
|
4.22K
$470K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-83- 4.48% |
$8.98K - $10.5K
|
1.77K
$197K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-85- 29.31% |
$9.2K - $10.8K
|
205
$22.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-85- 2.98% |
$9.2K - $10.8K
|
2.77K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-91- 0.4% |
$9.85K - $11.5K
|
22.8K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-93- 85.32% |
$10.1K - $11.8K
|
16
$1.78K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-94- 0.65% |
$10.2K - $11.9K
|
14.3K
$1.59M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-99- 46.05% |
$10.7K - $12.5K
|
116
$12.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-100- 0.06% |
$10.8K - $12.7K
|
154K
$17.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-100- 0.22% |
$10.8K - $12.7K
|
46K
$5.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 6.29% |
$10.8K - $12.7K
|
1.49K
$166K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.76% |
$10.8K - $12.7K
|
13.1K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-102- 14.96% |
$11K - $12.9K
|
580
$64.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-104- 34.21% |
$11.3K - $13.2K
|
200
$22.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-108- 3.33% |
$11.7K - $13.7K
|
3.14K
$350K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-134- 52.14% |
$14.5K - $17K
|
123
$13.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-140- 3.58% |
$15.1K - $17.7K
|
3.77K
$420K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140- 1.95% |
$15.1K - $17.7K
|
7.04K
$784K
|