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
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
818+ 3.1% |
$87.5K - $99.6K
|
27.2K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
801+ 34.33% |
$85.6K - $97.5K
|
3.13K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
800+ 2.87% |
$85.5K - $97.4K
|
28.7K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
773+ 10.98% |
$82.6K - $94.1K
|
7.81K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
759+ 20.59% |
$81.2K - $92.4K
|
4.45K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
737+ 14.44% |
$78.8K - $89.7K
|
5.84K
$692K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
700+ 3.01% |
$74.8K - $85.2K
|
24K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
642+ 4.69% |
$68.6K - $78.2K
|
14.3K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
640+ 35.85% |
$68.4K - $77.9K
|
2.43K
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
595+ 0.9% |
$63.6K - $72.4K
|
66.8K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
580+ 4.26% |
$62K - $70.6K
|
14.2K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
572+ 18.15% |
$61.2K - $69.6K
|
3.72K
$441K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
538+ 2.63% |
$57.5K - $65.5K
|
21K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
538New |
$57.5K - $65.5K
|
538
$63.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
524+ 3.21% |
$56K - $63.8K
|
16.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
523New |
$55.9K - $63.7K
|
523
$61.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
500New |
$53.5K - $60.9K
|
500
$59.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
488+ 1.77% |
$52.2K - $59.4K
|
28.1K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
467+ 3.6% |
$49.9K - $56.9K
|
13.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
461+ 2.54% |
$49.3K - $56.1K
|
18.6K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
461+ 4190.91% |
$49.3K - $56.1K
|
472
$55.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
421New |
$45K - $51.3K
|
421
$49.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
412+ 1.35% |
$44.1K - $50.2K
|
30.9K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
396+ 1365.52% |
$42.3K - $48.2K
|
425
$50.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
370+ 4.81% |
$39.6K - $45K
|
8.06K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351New |
$37.5K - $42.7K
|
351
$41.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
350New |
$37.4K - $42.6K
|
350
$41.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
336+ 18.64% |
$35.9K - $40.9K
|
2.14K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
326+ 1.58% |
$34.9K - $39.7K
|
21K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
321+ 7.52% |
$34.3K - $39.1K
|
4.59K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
306+ 6.27% |
$32.7K - $37.3K
|
5.19K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
304+ 14.04% |
$32.5K - $37K
|
2.47K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
300+ 15.0% |
$32.1K - $36.5K
|
2.3K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$32.1K - $36.5K
|
300
$35.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
294+ 31.51% |
$31.4K - $35.8K
|
1.23K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
292+ 4.53% |
$31.2K - $35.6K
|
6.74K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
289+ 3.11% |
$30.9K - $35.2K
|
9.6K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
284+ 4.14% |
$30.4K - $34.6K
|
7.15K
$847K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
271+ 106.27% |
$29K - $33K
|
526
$62.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
270+ 26.16% |
$28.9K - $32.9K
|
1.3K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
267+ 8900.0% |
$28.5K - $32.5K
|
270
$32K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
265+ 4.19% |
$28.3K - $32.3K
|
6.59K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
263New |
$28.1K - $32K
|
263
$31.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
258+ 11.62% |
$27.6K - $31.4K
|
2.48K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
254+ 4.75% |
$27.2K - $30.9K
|
5.6K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
250New |
$26.7K - $30.4K
|
250
$29.6K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
250+ 55.93% |
$26.7K - $30.4K
|
697
$82.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$26.7K - $30.4K
|
250
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
246New |
$26.3K - $30K
|
246
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
244+ 1.88% |
$26.1K - $29.7K
|
13.2K
$1.56M
|