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 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-352- 2.1% |
$38.1K - $44.6K
|
16.4K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-362- 12.1% |
$39.2K - $45.9K
|
2.63K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-382- 2.76% |
$41.3K - $48.4K
|
13.5K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-388- 6.93% |
$42K - $49.2K
|
5.21K
$581K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-400- 88.5% |
$43.3K - $50.7K
|
52
$5.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-412- 0.67% |
$44.6K - $52.2K
|
61.2K
$6.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-418- 8.06% |
$45.2K - $53K
|
4.77K
$531K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-418- 13.94% |
$45.2K - $53K
|
2.58K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-440- 2.4% |
$47.6K - $55.8K
|
17.9K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-499- 6.54% |
$54K - $63.2K
|
7.13K
$794K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-500- 16.67% |
$54.1K - $63.4K
|
2.5K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-536- 9.85% |
$58K - $67.9K
|
4.91K
$546K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-545- 15.4% |
$59K - $69.1K
|
2.99K
$333K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-554- 15.61% |
$59.9K - $70.2K
|
3K
$334K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-563- 15.85% |
$60.9K - $71.4K
|
2.99K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-564- 27.18% |
$61K - $71.5K
|
1.51K
$168K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-571- 19.32% |
$61.8K - $72.4K
|
2.39K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-575- 7.33% |
$62.2K - $72.9K
|
7.27K
$809K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-575- 3.88% |
$62.2K - $72.9K
|
14.2K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-582- 23.9% |
$63K - $73.8K
|
1.85K
$206K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-590- 5.69% |
$63.8K - $74.8K
|
9.78K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-590- 5.54% |
$63.8K - $74.8K
|
10.1K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-642- 26.52% |
$69.5K - $81.4K
|
1.78K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-653- 7.14% |
$70.7K - $82.8K
|
8.49K
$946K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-660- 13.47% |
$71.4K - $83.6K
|
4.24K
$472K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-668- 8.71% |
$72.3K - $84.7K
|
7K
$779K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-676- 18.78% |
$73.1K - $85.7K
|
2.92K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-693- 12.43% |
$75K - $87.8K
|
4.88K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-701- 9.57% |
$75.8K - $88.8K
|
6.63K
$738K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-713- 12.78% |
$77.1K - $90.4K
|
4.86K
$542K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-720- 1.83% |
$77.9K - $91.3K
|
38.7K
$4.31M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-740- 13.02% |
$80.1K - $93.8K
|
4.94K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-780- 0.86% |
$84.4K - $98.9K
|
90.4K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-796- 78.81% |
$86.1K - $101K
|
214
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-807- 5.19% |
$87.3K - $102K
|
14.7K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-813- 7.09% |
$88K - $103K
|
10.7K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-815- 6.17% |
$88.2K - $103K
|
12.4K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-827- 7.76% |
$89.5K - $105K
|
9.83K
$1.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-847- 22.95% |
$91.6K - $107K
|
2.84K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-864- 29.53% |
$93.5K - $110K
|
2.06K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-884- 8.84% |
$95.6K - $112K
|
9.11K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-889- 2.97% |
$96.2K - $113K
|
29.1K
$3.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-895- 8.68% |
$96.8K - $113K
|
9.42K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-900- 4.02% |
$97.4K - $114K
|
21.5K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-901- 1.1% |
$97.5K - $114K
|
81K
$9.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-904- 95.97% |
$97.8K - $115K
|
38
$4.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-915- 33.94% |
$99K - $116K
|
1.78K
$198K
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-929- 2.34% |
$101K - $118K
|
38.7K
$4.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-943- 25.6% |
$102K - $120K
|
2.74K
$305K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-944- 37.53% |
$102K - $120K
|
1.57K
$175K
|