Purchases and Sales Made in Q4 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q4 2024. 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 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.03K+ 12.53% |
$110K - $125K
|
9.24K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.01K+ 7.71% |
$107K - $122K
|
14K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
999+ 10.4% |
$107K - $122K
|
10.6K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
983+ 6.24% |
$105K - $120K
|
16.7K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
962+ 109.94% |
$103K - $117K
|
1.84K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
954New |
$102K - $116K
|
954
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
941+ 16.27% |
$101K - $115K
|
6.72K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
928+ 44.85% |
$99.2K - $113K
|
3K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
927+ 289.69% |
$99.1K - $113K
|
1.25K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
922+ 20.2% |
$98.6K - $112K
|
5.49K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
879+ 2.97% |
$94K - $107K
|
30.5K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
870+ 1.46% |
$93K - $106K
|
60.6K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
866+ 9.38% |
$92.6K - $105K
|
10.1K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
861New |
$92.1K - $105K
|
861
$90.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
834New |
$89.2K - $102K
|
834
$87.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
832+ 23.03% |
$89K - $101K
|
4.45K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
825+ 9.76% |
$88.2K - $100K
|
9.27K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
818+ 3.1% |
$87.5K - $99.6K
|
27.2K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
801+ 34.33% |
$85.6K - $97.5K
|
3.13K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
800+ 2.87% |
$85.5K - $97.4K
|
28.7K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
773+ 10.98% |
$82.6K - $94.1K
|
7.81K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
759+ 20.59% |
$81.2K - $92.4K
|
4.45K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
737+ 14.44% |
$78.8K - $89.7K
|
5.84K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
700+ 3.01% |
$74.8K - $85.2K
|
24K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
642+ 4.69% |
$68.6K - $78.2K
|
14.3K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
640+ 35.85% |
$68.4K - $77.9K
|
2.43K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
595+ 0.9% |
$63.6K - $72.4K
|
66.8K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
580+ 4.26% |
$62K - $70.6K
|
14.2K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
572+ 18.15% |
$61.2K - $69.6K
|
3.72K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
538New |
$57.5K - $65.5K
|
538
$56.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
538+ 2.63% |
$57.5K - $65.5K
|
21K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
524+ 3.21% |
$56K - $63.8K
|
16.8K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
500New |
$53.5K - $60.9K
|
500
$52.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
488+ 1.77% |
$52.2K - $59.4K
|
28.1K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
467+ 3.6% |
$49.9K - $56.9K
|
13.5K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
461+ 2.54% |
$49.3K - $56.1K
|
18.6K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
461+ 4190.91% |
$49.3K - $56.1K
|
472
$49.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
412+ 1.35% |
$44.1K - $50.2K
|
30.9K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
396+ 1365.52% |
$42.3K - $48.2K
|
425
$44.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
370+ 4.81% |
$39.6K - $45K
|
8.06K
$848K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351New |
$37.5K - $42.7K
|
351
$36.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
350New |
$37.4K - $42.6K
|
350
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
336+ 18.64% |
$35.9K - $40.9K
|
2.14K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
326+ 1.58% |
$34.9K - $39.7K
|
21K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
321+ 7.52% |
$34.3K - $39.1K
|
4.59K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
306+ 6.27% |
$32.7K - $37.3K
|
5.19K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
304+ 14.04% |
$32.5K - $37K
|
2.47K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$32.1K - $36.5K
|
300
$31.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
300+ 15.0% |
$32.1K - $36.5K
|
2.3K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
294+ 31.51% |
$31.4K - $35.8K
|
1.23K
$129K
|