Latest Institutional Transactions on J M Smucker CO (SJM)
This table provides information on the latest institutional transactions involving J M Smucker CO (SJM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.74KNew |
$175K - $206K
|
1.74K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$178K - $210K
|
1.77K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-381- 36.01% |
$38.3K - $45.1K
|
677
$73.9K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
142+ 7.42% |
$14.3K - $16.8K
|
2.06K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-113- 75.33% |
$11.3K - $13.4K
|
37
$4.04K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-30- 1.69% |
$3.01K - $3.55K
|
1.75K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.56K- 15.51% |
$157K - $185K
|
8.52K
$930K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-389- 91.53% |
$39.1K - $46.1K
|
36
$3.93K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
24.4KNew |
$2.45M - $2.89M
|
24.4K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-82- 4.49% |
$8.23K - $9.71K
|
1.74K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
33New |
$3.31K - $3.91K
|
33
$3.6K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
126+ 8.46% |
$12.7K - $14.9K
|
1.62K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 28.12% |
$50.2K - $59.2K
|
1.28K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 42.81% |
$193K - $228K
|
2.57K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 4.85% |
$10K - $11.8K
|
1.96K
$214K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.72KNew |
$172K - $203K
|
1.72K
$187K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.76KNew |
$176K - $208K
|
1.76K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Clark Estates Inc
New York, NY |
BUY
|
- |
21KNew |
$2.11M - $2.49M
|
21K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1+ 1.43% |
$100 - $118
|
71
$7.75K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-450- 14.71% |
$45.2K - $53.3K
|
2.61K
$285K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
254New |
$25.5K - $30.1K
|
254
$27.7K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 9.76% |
$2.01K - $2.37K
|
185
$20.2K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
706New |
$70.9K - $83.6K
|
706
$77.1K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
4+ 0.17% |
$402 - $474
|
2.3K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$175K - $206K
|
1.74K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-530- 95.67% |
$53.2K - $62.8K
|
24
$2.62K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72KNew |
$173K - $204K
|
1.72K
$188K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.71KNew |
$172K - $203K
|
1.71K
$187K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$803 - $947
|
8
$873
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
449+ 19.29% |
$45.1K - $53.2K
|
2.78K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-336- 16.17% |
$33.7K - $39.8K
|
1.74K
$190K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.52KNew |
$353K - $417K
|
3.52K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.46K- 30.9% |
$247K - $291K
|
5.5K
$600K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 25.0% |
$301 - $355
|
15
$1.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.27% |
$1K - $1.18K
|
3.7K
$404K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-2.68K- 53.27% |
$269K - $317K
|
2.35K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 11.17% |
$152K - $179K
|
15K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.21KNew |
$221K - $261K
|
2.21K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.42% |
$201 - $237
|
474
$51.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
260New |
$26.1K - $30.8K
|
260
$28.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-220- 14.97% |
$22.1K - $26.1K
|
1.25K
$136K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$100 - $118
|
1
$109
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$1K - $1.18K
|
10
$1.09K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.83KNew |
$184K - $216K
|
1.83K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20New |
$2.01K - $2.37K
|
20
$2.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
5New |
$502 - $592
|
5
$546
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 10.14% |
$5.02K - $5.92K
|
443
$48.3K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
3+ 300.0% |
$301 - $355
|
4
$437
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-82- 16.33% |
$8.23K - $9.71K
|
420
$45.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 15.6% |
$105K - $124K
|
5.67K
$619K
|
|