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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
825+ 9.76% |
$88.2K - $100K
|
9.27K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
823New |
$88K - $100K
|
823
$91.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
818+ 3.1% |
$87.5K - $99.6K
|
27.2K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
801+ 34.33% |
$85.6K - $97.5K
|
3.13K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
800+ 2.87% |
$85.5K - $97.4K
|
28.7K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
773+ 10.98% |
$82.6K - $94.1K
|
7.81K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
759+ 20.59% |
$81.2K - $92.4K
|
4.45K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
737+ 14.44% |
$78.8K - $89.7K
|
5.84K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
700+ 3.01% |
$74.8K - $85.2K
|
24K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
642+ 4.69% |
$68.6K - $78.2K
|
14.3K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
640+ 35.85% |
$68.4K - $77.9K
|
2.43K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
595+ 0.9% |
$63.6K - $72.4K
|
66.8K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
580+ 4.26% |
$62K - $70.6K
|
14.2K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
572+ 18.15% |
$61.2K - $69.6K
|
3.72K
$415K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
568+ 3.69% |
$60.7K - $69.2K
|
16K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
538+ 2.63% |
$57.5K - $65.5K
|
21K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
538New |
$57.5K - $65.5K
|
538
$59.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
524+ 3.21% |
$56K - $63.8K
|
16.8K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
523New |
$55.9K - $63.7K
|
523
$58.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
500New |
$53.5K - $60.9K
|
500
$55.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
488+ 1.77% |
$52.2K - $59.4K
|
28.1K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
467+ 3.6% |
$49.9K - $56.9K
|
13.5K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
461+ 4190.91% |
$49.3K - $56.1K
|
472
$52.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
461+ 2.54% |
$49.3K - $56.1K
|
18.6K
$2.07M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
440+ 7.91% |
$47K - $53.6K
|
6K
$669K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
421New |
$45K - $51.3K
|
421
$46.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
412+ 1.35% |
$44.1K - $50.2K
|
30.9K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
396+ 1365.52% |
$42.3K - $48.2K
|
425
$47.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
370+ 4.81% |
$39.6K - $45K
|
8.06K
$898K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351New |
$37.5K - $42.7K
|
351
$39.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
350New |
$37.4K - $42.6K
|
350
$39K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
336+ 18.64% |
$35.9K - $40.9K
|
2.14K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
326+ 1.58% |
$34.9K - $39.7K
|
21K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
321+ 7.52% |
$34.3K - $39.1K
|
4.59K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
306+ 6.27% |
$32.7K - $37.3K
|
5.19K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
304+ 14.04% |
$32.5K - $37K
|
2.47K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$32.1K - $36.5K
|
300
$33.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
300+ 15.0% |
$32.1K - $36.5K
|
2.3K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
294+ 31.51% |
$31.4K - $35.8K
|
1.23K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
292+ 4.53% |
$31.2K - $35.6K
|
6.74K
$751K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
289+ 3.11% |
$30.9K - $35.2K
|
9.6K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
284+ 4.14% |
$30.4K - $34.6K
|
7.15K
$796K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
271+ 106.27% |
$29K - $33K
|
526
$58.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
270+ 26.16% |
$28.9K - $32.9K
|
1.3K
$145K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
267+ 8900.0% |
$28.5K - $32.5K
|
270
$30.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
265+ 4.19% |
$28.3K - $32.3K
|
6.59K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
263New |
$28.1K - $32K
|
263
$29.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
258+ 11.62% |
$27.6K - $31.4K
|
2.48K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
254+ 4.75% |
$27.2K - $30.9K
|
5.6K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
250New |
$26.7K - $30.4K
|
250
$27.8K
|