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, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$218K - $248K
|
1.86K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 16.35% |
$3.06K - $3.48K
|
185
$19.4K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
75.9K+ 19.6% |
$8.92M - $10.2M
|
463K
$48.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.12K- 3.65% |
$132K - $150K
|
29.6K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-301- 15.91% |
$35.4K - $40.3K
|
1.59K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.24K- 99.76% |
$146K - $166K
|
3
$314
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
2.87KNew |
$338K - $384K
|
2.87K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-62- 3.71% |
$7.29K - $8.29K
|
1.61K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 50.0% |
$3.53K - $4.01K
|
30
$3.14K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.42KNew |
$166K - $189K
|
1.42K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.24% |
$588 - $669
|
2.08K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.17K- 6.82% |
$137K - $156K
|
15.9K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-41.1K- 12.88% |
$4.84M - $5.5M
|
278K
$29.1M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
200+ 8.89% |
$23.5K - $26.7K
|
2.45K
$256K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-4.32K- 23.22% |
$508K - $578K
|
14.3K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-131- 6.69% |
$15.4K - $17.5K
|
1.83K
$191K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
125+ 7.06% |
$14.7K - $16.7K
|
1.9K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.65K- 50.85% |
$194K - $221K
|
1.6K
$167K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-8- 21.05% |
$940 - $1.07K
|
30
$3.14K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-91- 3.04% |
$10.7K - $12.2K
|
2.9K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 0.71% |
$1.18K - $1.34K
|
1.41K
$148K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$118 - $134
|
1
$105
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
332New |
$39K - $44.4K
|
332
$34.8K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
7.34KNew |
$863K - $982K
|
7.34K
$768K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
60New |
$7.05K - $8.02K
|
60
$6.28K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.09KNew |
$481K - $547K
|
4.09K
$428K
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
SELL
|
- |
-250- 10.64% |
$29.4K - $33.4K
|
2.1K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 44.44% |
$470 - $535
|
5
$523
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 5.28% |
$11.8K - $13.4K
|
1.8K
$188K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-2.51K- 53.63% |
$295K - $336K
|
2.17K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12New |
$1.41K - $1.6K
|
12
$1.26K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$11.8K - $13.4K
|
100
$10.5K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
34+ 2.13% |
$4K - $4.55K
|
1.63K
$171K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
41+ 0.54% |
$4.82K - $5.48K
|
7.68K
$803K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
666New |
$78.3K - $89.1K
|
666
$69.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.18K- 25.21% |
$256K - $291K
|
6.47K
$677K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-26- 50.0% |
$3.06K - $3.48K
|
26
$2.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.84K+ 46.29% |
$216K - $246K
|
5.8K
$607K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-340- 13.28% |
$40K - $45.5K
|
2.22K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
750New |
$88.2K - $100K
|
750
$78.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-55- 9.91% |
$6.46K - $7.36K
|
500
$52.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 40.0% |
$5.88K - $6.69K
|
75
$7.85K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
653+ 3.29% |
$76.8K - $87.3K
|
20.5K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$118 - $134
|
62
$6.49K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.5K- 45.26% |
$177K - $201K
|
1.82K
$190K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-102- 7.86% |
$12K - $13.6K
|
1.2K
$125K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-121K- 22.51% |
$14.2M - $16.2M
|
416K
$43.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 21.43% |
$353 - $401
|
11
$1.15K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.21K+ 27.27% |
$142K - $161K
|
5.63K
$590K
|