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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
250+ 55.93% |
$26.7K - $30.4K
|
697
$77.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$26.7K - $30.4K
|
250
$27.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
246New |
$26.3K - $30K
|
246
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
244+ 1.88% |
$26.1K - $29.7K
|
13.2K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
231+ 95.06% |
$24.7K - $28.1K
|
474
$52.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
230+ 2.07% |
$24.6K - $28K
|
11.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
224+ 3.15% |
$24K - $27.3K
|
7.34K
$818K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
219New |
$23.4K - $26.7K
|
219
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
213+ 11.41% |
$22.8K - $25.9K
|
2.08K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
200+ 1.52% |
$21.4K - $24.4K
|
13.4K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186+ 3.49% |
$19.9K - $22.6K
|
5.51K
$614K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
175New |
$18.7K - $21.3K
|
175
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
173+ 4.0% |
$18.5K - $21.1K
|
4.49K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
168+ 2.77% |
$18K - $20.5K
|
6.24K
$695K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
166+ 42.78% |
$17.7K - $20.2K
|
554
$61.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
162+ 5.0% |
$17.3K - $19.7K
|
3.4K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
160New |
$17.1K - $19.5K
|
160
$17.8K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
156New |
$16.7K - $19K
|
156
$17.4K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
155+ 4.37% |
$16.6K - $18.9K
|
3.7K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
151+ 188.75% |
$16.1K - $18.4K
|
231
$25.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
151New |
$16.1K - $18.4K
|
151
$16.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
151New |
$16.1K - $18.4K
|
151
$16.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
150New |
$16K - $18.3K
|
150
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
149+ 0.76% |
$15.9K - $18.1K
|
19.7K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
146+ 4.06% |
$15.6K - $17.8K
|
3.74K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
145+ 1.37% |
$15.5K - $17.7K
|
10.7K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
140New |
$15K - $17K
|
140
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
134+ 3.93% |
$14.3K - $16.3K
|
3.54K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
134New |
$14.3K - $16.3K
|
134
$14.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
130+ 2.36% |
$13.9K - $15.8K
|
5.63K
$627K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126+ 14.98% |
$13.5K - $15.3K
|
967
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
125+ 35.71% |
$13.4K - $15.2K
|
475
$52.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
125New |
$13.4K - $15.2K
|
125
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
125+ 0.79% |
$13.4K - $15.2K
|
15.9K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
124+ 2.53% |
$13.3K - $15.1K
|
5.02K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
117+ 3.07% |
$12.5K - $14.2K
|
3.93K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
115+ 6.65% |
$12.3K - $14K
|
1.85K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
112+ 30.6% |
$12K - $13.6K
|
478
$53.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
108+ 4.12% |
$11.5K - $13.1K
|
2.73K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
106New |
$11.3K - $12.9K
|
106
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 17.86% |
$10.7K - $12.2K
|
660
$73.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$10.7K - $12.2K
|
100
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
100+ 4.91% |
$10.7K - $12.2K
|
2.14K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.59% |
$10.7K - $12.2K
|
17.1K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93+ 21.63% |
$9.94K - $11.3K
|
523
$58.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 32.2% |
$9.09K - $10.3K
|
349
$38.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
80+ 1.25% |
$8.55K - $9.74K
|
6.49K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80+ 0.5% |
$8.55K - $9.74K
|
16K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
77+ 54.61% |
$8.23K - $9.37K
|
218
$24.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75+ 0.25% |
$8.02K - $9.13K
|
29.9K
$3.33M
|