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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-145- 59.18% |
$15.7K - $18.4K
|
100
$11.1K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-145- 4.29% |
$15.7K - $18.4K
|
3.23K
$360K
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-150- 7.9% |
$16.2K - $19K
|
1.75K
$195K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-150- 83.8% |
$16.2K - $19K
|
29
$3.23K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-150- 7.33% |
$16.2K - $19K
|
1.9K
$211K
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-152- 5.51% |
$16.4K - $19.3K
|
2.61K
$290K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-152- 1.26% |
$16.4K - $19.3K
|
11.9K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-155- 5.2% |
$16.8K - $19.6K
|
2.83K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-155- 0.72% |
$16.8K - $19.6K
|
21.5K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-156- 53.98% |
$16.9K - $19.8K
|
133
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-178- 12.06% |
$19.3K - $22.6K
|
1.3K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-179- 4.62% |
$19.4K - $22.7K
|
3.69K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-182- 3.51% |
$19.7K - $23.1K
|
5K
$557K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-190- 6.4% |
$20.6K - $24.1K
|
2.78K
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-192- 86.88% |
$20.8K - $24.3K
|
29
$3.23K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-200- 5.37% |
$21.6K - $25.3K
|
3.53K
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-200- 8.65% |
$21.6K - $25.3K
|
2.11K
$235K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-200- 9.44% |
$21.6K - $25.3K
|
1.92K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-200- 0.49% |
$21.6K - $25.3K
|
40.8K
$4.54M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-210- 5.38% |
$22.7K - $26.6K
|
3.69K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-215- 8.66% |
$23.3K - $27.2K
|
2.27K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-225- 2.89% |
$24.3K - $28.5K
|
7.57K
$843K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-227- 3.81% |
$24.6K - $28.8K
|
5.73K
$638K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-229- 8.2% |
$24.8K - $29K
|
2.56K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-232- 10.8% |
$25.1K - $29.4K
|
1.92K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-235- 2.8% |
$25.4K - $29.8K
|
8.15K
$907K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-240- 2.42% |
$26K - $30.4K
|
9.67K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-250- 9.62% |
$27.1K - $31.7K
|
2.35K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-272- 7.43% |
$29.4K - $34.5K
|
3.39K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-275- 0.69% |
$29.8K - $34.9K
|
39.5K
$4.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 1.65% |
$30.3K - $35.5K
|
16.7K
$1.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-283- 14.07% |
$30.6K - $35.9K
|
1.73K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-283- 11.56% |
$30.6K - $35.9K
|
2.17K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-290- 65.76% |
$31.4K - $36.8K
|
151
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-300- 2.98% |
$32.5K - $38K
|
9.77K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-301- 2.53% |
$32.6K - $38.1K
|
11.6K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-302- 7.4% |
$32.7K - $38.3K
|
3.78K
$421K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-302- 8.12% |
$32.7K - $38.3K
|
3.42K
$381K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-302- 65.37% |
$32.7K - $38.3K
|
160
$17.8K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-304- 11.46% |
$32.9K - $38.5K
|
2.35K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-317- 44.59% |
$34.3K - $40.2K
|
394
$43.9K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-321- 3.33% |
$34.7K - $40.7K
|
9.31K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-328- 25.33% |
$35.5K - $41.6K
|
967
$108K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-331- 99.7% |
$35.8K - $42K
|
1
$111
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-332- 38.34% |
$35.9K - $42.1K
|
534
$59.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-335- 5.3% |
$36.2K - $42.5K
|
5.98K
$666K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-336- 14.32% |
$36.4K - $42.6K
|
2.01K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-340- 9.42% |
$36.8K - $43.1K
|
3.27K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-348- 4.93% |
$37.7K - $44.1K
|
6.7K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-349- 48.14% |
$37.8K - $44.2K
|
376
$41.9K
|