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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
74+ 1.42% |
$7.91K - $9.01K
|
5.29K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71+ 0.08% |
$7.59K - $8.64K
|
94.2K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
70New |
$7.48K - $8.52K
|
70
$7.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
69+ 1.0% |
$7.38K - $8.4K
|
6.96K
$775K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
68+ 8.75% |
$7.27K - $8.28K
|
845
$94.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
64New |
$6.84K - $7.79K
|
64
$7.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
62+ 3.14% |
$6.63K - $7.55K
|
2.04K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
62+ 2.97% |
$6.63K - $7.55K
|
2.15K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
56New |
$5.99K - $6.82K
|
56
$6.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54+ 2.39% |
$5.77K - $6.57K
|
2.31K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 58.43% |
$5.56K - $6.33K
|
141
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51New |
$5.45K - $6.21K
|
51
$5.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50+ 1.13% |
$5.35K - $6.09K
|
4.47K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50New |
$5.35K - $6.09K
|
50
$5.57K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
47New |
$5.03K - $5.72K
|
47
$5.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45+ 0.33% |
$4.81K - $5.48K
|
13.5K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 38.6% |
$4.7K - $5.36K
|
158
$17.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
44+ 58.67% |
$4.7K - $5.36K
|
119
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44+ 14.1% |
$4.7K - $5.36K
|
356
$39.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 0.32% |
$4.6K - $5.24K
|
13.4K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
40+ 0.28% |
$4.28K - $4.87K
|
14.2K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 0.51% |
$4.28K - $4.87K
|
7.89K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37+ 1.98% |
$3.96K - $4.5K
|
1.91K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 28.8% |
$3.85K - $4.38K
|
161
$17.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
34+ 42.5% |
$3.64K - $4.14K
|
114
$12.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
33+ 1.12% |
$3.53K - $4.02K
|
2.97K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30+ 0.33% |
$3.21K - $3.65K
|
9.23K
$1.03M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
29New |
$3.1K - $3.53K
|
29
$3.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.65% |
$2.46K - $2.8K
|
3.54K
$394K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
23New |
$2.46K - $2.8K
|
23
$2.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22New |
$2.35K - $2.68K
|
22
$2.45K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
20+ 0.08% |
$2.14K - $2.44K
|
24.1K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20+ 0.97% |
$2.14K - $2.44K
|
2.08K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$2.14K - $2.44K
|
20
$2.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$1.92K - $2.19K
|
18
$2K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
18+ 78.26% |
$1.92K - $2.19K
|
41
$4.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17+ 1.18% |
$1.82K - $2.07K
|
1.46K
$163K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
17+ 0.92% |
$1.82K - $2.07K
|
1.86K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 160.0% |
$1.71K - $1.95K
|
26
$2.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 100.0% |
$1.39K - $1.58K
|
26
$2.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 0.8% |
$1.18K - $1.34K
|
1.39K
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$1.18K - $1.34K
|
11
$1.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.11% |
$1.07K - $1.22K
|
9.12K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$1.07K - $1.22K
|
10
$1.11K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 29.03% |
$962 - $1.1K
|
40
$4.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$962 - $1.1K
|
9
$1K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
8New |
$855 - $974
|
8
$891
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.93% |
$855 - $974
|
281
$31.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 15.22% |
$748 - $852
|
53
$5.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.21% |
$748 - $852
|
3.38K
$376K
|