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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
63New |
$6.82K - $7.98K
|
63
$7.02K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
61+ 3.5% |
$6.6K - $7.73K
|
1.81K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
56+ 2.98% |
$6.06K - $7.1K
|
1.93K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51New |
$5.52K - $6.46K
|
51
$5.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
50New |
$5.41K - $6.34K
|
50
$5.57K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
49+ 1.61% |
$5.3K - $6.21K
|
3.1K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
49New |
$5.3K - $6.21K
|
49
$5.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
45New |
$4.87K - $5.7K
|
45
$5.01K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
43New |
$4.65K - $5.45K
|
43
$4.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
41+ 0.35% |
$4.44K - $5.2K
|
11.6K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
39New |
$4.22K - $4.94K
|
39
$4.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39New |
$4.22K - $4.94K
|
39
$4.34K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36+ 2.0% |
$3.9K - $4.56K
|
1.83K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 514.29% |
$3.9K - $4.56K
|
43
$4.79K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 50.0% |
$3.79K - $4.44K
|
105
$11.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
33+ 10.96% |
$3.57K - $4.18K
|
334
$37.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
33+ 5.87% |
$3.57K - $4.18K
|
595
$66.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
32New |
$3.46K - $4.06K
|
32
$3.56K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
31New |
$3.35K - $3.93K
|
31
$3.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29+ 1.77% |
$3.14K - $3.68K
|
1.67K
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
27New |
$2.92K - $3.42K
|
27
$3.01K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 45.76% |
$2.92K - $3.42K
|
86
$9.58K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26+ 100.0% |
$2.81K - $3.3K
|
52
$5.79K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25New |
$2.71K - $3.17K
|
25
$2.78K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25New |
$2.71K - $3.17K
|
25
$2.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 0.15% |
$2.71K - $3.17K
|
16.2K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
25+ 1.76% |
$2.71K - $3.17K
|
1.45K
$161K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.42% |
$2.6K - $3.04K
|
5.8K
$646K
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
20+ 0.57% |
$2.16K - $2.53K
|
3.54K
$394K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 0.27% |
$2.06K - $2.41K
|
7.19K
$800K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
$2.06K - $2.41K
|
19
$2.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.84K - $2.15K
|
17
$1.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
17+ 0.96% |
$1.84K - $2.15K
|
1.79K
$199K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 14.68% |
$1.73K - $2.03K
|
125
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.49% |
$1.62K - $1.9K
|
3.09K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 2.62% |
$1.51K - $1.77K
|
549
$61.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
11+ 0.79% |
$1.19K - $1.39K
|
1.4K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
11+ 8.8% |
$1.19K - $1.39K
|
136
$15.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 1100.0% |
$1.19K - $1.39K
|
12
$1.34K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.19K - $1.39K
|
11
$1.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$1.19K - $1.39K
|
11
$1.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8+ 26.67% |
$866 - $1.01K
|
38
$4.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$866 - $1.01K
|
8
$891
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
8+ 2.49% |
$866 - $1.01K
|
329
$36.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7New |
$757 - $887
|
7
$780
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7New |
$757 - $887
|
7
$780
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6New |
$649 - $760
|
6
$668
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.64% |
$649 - $760
|
371
$41.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$541 - $634
|
5
$557
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.14% |
$541 - $634
|
3.49K
$388K
|