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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 15.6% |
$105K - $124K
|
5.67K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-69- 7.23% |
$6.93K - $8.17K
|
885
$96.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.79K+ 68.21% |
$782K - $922K
|
19.2K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-593- 1.11% |
$59.5K - $70.2K
|
53K
$5.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.7KNew |
$170K - $201K
|
1.7K
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 62.5% |
$2.01K - $2.37K
|
12
$1.31K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-232- 11.88% |
$23.3K - $27.5K
|
1.72K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-6- 0.03% |
$602 - $710
|
20.9K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 61.54% |
$1.61K - $1.89K
|
10
$1.09K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-96- 4.08% |
$9.64K - $11.4K
|
2.26K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12New |
$1.2K - $1.42K
|
12
$1.31K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$202K - $238K
|
2.01K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-40- 1.34% |
$4.02K - $4.74K
|
2.96K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02KNew |
$203K - $240K
|
2.02K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
32New |
$3.21K - $3.79K
|
32
$3.49K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$201 - $237
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.75KNew |
$175K - $207K
|
1.75K
$191K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-710- 26.25% |
$71.3K - $84.1K
|
2K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.78KNew |
$179K - $211K
|
1.78K
$194K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.54K- 44.38% |
$155K - $182K
|
1.93K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
443+ 22.05% |
$44.5K - $52.5K
|
2.45K
$268K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 3.86% |
$1K - $1.18K
|
269
$29.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.21KNew |
$221K - $261K
|
2.21K
$241K
|
|
| Q4 2024 | |||||||
|
Sep 04, 2025
Q4 2024
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-1.84KClosed |
$196K - $224K
|
0
$0
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
29New |
$3.1K - $3.53K
|
29
$3.17K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-342- 4.05% |
$36.6K - $41.6K
|
8.11K
$885K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6New |
$642 - $731
|
6
$655
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
10.4KNew |
$1.11M - $1.27M
|
10.4K
$1.13M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
47New |
$5.03K - $5.72K
|
47
$5.13K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
421New |
$45K - $51.3K
|
421
$45.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.4KNew |
$577K - $657K
|
5.4K
$589K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
23New |
$2.46K - $2.8K
|
23
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 5.65% |
$1.4M - $1.59M
|
218K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.5KNew |
$2.4M - $2.73M
|
22.5K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
500New |
$53.5K - $60.9K
|
500
$54.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-400- 4.27% |
$42.8K - $48.7K
|
8.97K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
151New |
$16.1K - $18.4K
|
151
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-19.1K- 37.48% |
$2.05M - $2.33M
|
31.9K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-527- 4.95% |
$56.3K - $64.2K
|
10.1K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
31.9KNew |
$3.41M - $3.88M
|
31.9K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
4.1KNew |
$438K - $499K
|
4.1K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.67KNew |
$393K - $447K
|
3.67K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
6New |
$642 - $731
|
6
$655
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
250New |
$26.7K - $30.4K
|
250
$27.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
CALL |
300KNew |
$32.1M - $36.5M
|
300K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.9KNew |
$1.17M - $1.33M
|
10.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.73KNew |
$827K - $941K
|
7.73K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1- 14.29% |
$107 - $122
|
6
$655
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
263New |
$28.1K - $32K
|
263
$28.7K
|
|