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 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
711+ 4.31% |
$76.9K - $90.1K
|
17.2K
$2.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
700+ 8.05% |
$75.7K - $88.7K
|
9.4K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
686+ 2450.0% |
$74.2K - $86.9K
|
714
$84.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
683+ 16.21% |
$73.9K - $86.6K
|
4.9K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
628+ 8.26% |
$67.9K - $79.6K
|
8.23K
$975K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
590+ 5900.0% |
$63.8K - $74.8K
|
600
$71K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
579+ 16.72% |
$62.6K - $73.4K
|
4.04K
$479K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
574+ 25.64% |
$62.1K - $72.7K
|
2.81K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
571+ 18.81% |
$61.8K - $72.4K
|
3.61K
$427K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
563+ 1.0% |
$60.9K - $71.4K
|
56.8K
$6.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
557+ 69.63% |
$60.3K - $70.6K
|
1.36K
$161K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
540New |
$58.4K - $68.4K
|
540
$63.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
540+ 4.71% |
$58.4K - $68.4K
|
12K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
527+ 12.44% |
$57K - $66.8K
|
4.76K
$564K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
523+ 5.62% |
$56.6K - $66.3K
|
9.83K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
521+ 2.05% |
$56.4K - $66K
|
25.9K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
512+ 10.59% |
$55.4K - $64.9K
|
5.35K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
510+ 2.02% |
$55.2K - $64.6K
|
25.7K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
502+ 25.32% |
$54.3K - $63.6K
|
2.49K
$294K
|
|
|
Feb 23, 2024
Q4 2023
|
Speece Thorson Capital Group Inc
|
BUY
|
- |
499+ 0.69% |
$54K - $63.2K
|
72.6K
$8.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
478+ 364.89% |
$51.7K - $60.6K
|
609
$72.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
477+ 2.66% |
$51.6K - $60.5K
|
18.4K
$2.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
463New |
$50.1K - $58.7K
|
463
$54.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
463+ 42.21% |
$50.1K - $58.7K
|
1.56K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
452+ 11.97% |
$48.9K - $57.3K
|
4.23K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
446+ 19.73% |
$48.3K - $56.5K
|
2.71K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
439+ 13.83% |
$47.5K - $55.6K
|
3.61K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
433+ 1.5% |
$46.9K - $54.9K
|
29.3K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
427+ 1.63% |
$46.2K - $54.1K
|
26.6K
$3.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
412+ 22.33% |
$44.6K - $52.2K
|
2.26K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
406+ 386.67% |
$43.9K - $51.5K
|
511
$60.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
398+ 10.94% |
$43.1K - $50.4K
|
4.04K
$478K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
395+ 7.4% |
$42.7K - $50.1K
|
5.74K
$679K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
374+ 94.44% |
$40.5K - $47.4K
|
770
$91.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
373+ 19.28% |
$40.4K - $47.3K
|
2.31K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
362+ 14.75% |
$39.2K - $45.9K
|
2.82K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
347+ 22.37% |
$37.5K - $44K
|
1.9K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
342New |
$37K - $43.3K
|
342
$40.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
BUY
|
- |
342+ 3.39% |
$37K - $43.3K
|
10.4K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
338+ 3.67% |
$36.6K - $42.8K
|
9.55K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
337+ 12.77% |
$36.5K - $42.7K
|
2.98K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
325+ 6.73% |
$35.2K - $41.2K
|
5.15K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
324+ 10.24% |
$35.1K - $41.1K
|
3.49K
$413K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
322+ 2.08% |
$34.8K - $40.8K
|
15.8K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
307+ 51.68% |
$33.2K - $38.9K
|
901
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
304+ 4.0% |
$32.9K - $38.5K
|
7.9K
$936K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
302+ 1.31% |
$32.7K - $38.3K
|
23.4K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
287+ 102.87% |
$31.1K - $36.4K
|
566
$67K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
272+ 2266.67% |
$29.4K - $34.5K
|
284
$33.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
263+ 10.33% |
$28.5K - $33.3K
|
2.81K
$332K
|