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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.57K+ 33.92% |
$192K - $228K
|
6.21K
$677K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-126Closed |
$15.4K - $18.3K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
328+ 21.37% |
$40.1K - $47.6K
|
1.86K
$203K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-829- 33.86% |
$101K - $120K
|
1.62K
$177K
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.02KClosed |
$247K - $293K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-26- 72.22% |
$3.18K - $3.77K
|
10
$1.09K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.96K- 7.4% |
$239K - $284K
|
24.5K
$2.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-602Closed |
$73.6K - $87.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.8KClosed |
$220K - $261K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-9Closed |
$1.1K - $1.31K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.82% |
$489 - $580
|
494
$53.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15- 0.57% |
$1.83K - $2.18K
|
2.64K
$288K
|
|
|
Aug 03, 2022
Q2 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
4.51K+ 11.18% |
$551K - $653K
|
44.8K
$4.89M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-8.54KClosed |
$1.04M - $1.24M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-980- 25.17% |
$120K - $142K
|
2.91K
$318K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-15.6KClosed |
$1.91M - $2.27M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
20.1KNew |
$2.45M - $2.91M
|
20.1K
$2.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.29KClosed |
$280K - $332K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
100New |
$12.2K - $14.5K
|
100
$10.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
119New |
$14.5K - $17.3K
|
119
$13K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-75Closed |
$9.17K - $10.9K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.21% |
$122 - $145
|
477
$52.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-45- 30.61% |
$5.5K - $6.53K
|
102
$11.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-34.5KClosed |
$4.22M - $5M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-132Closed |
$16.1K - $19.1K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$978 - $1.16K
|
8.74K
$954K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-498- 20.64% |
$60.9K - $72.2K
|
1.92K
$209K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$250K - $297K
|
2.05K
$223K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-20.6KClosed |
$2.52M - $2.98M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-220- 8.06% |
$26.9K - $31.9K
|
2.51K
$274K
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.61KClosed |
$197K - $233K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-194Closed |
$23.7K - $28.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-199- 6.62% |
$24.3K - $28.9K
|
2.81K
$306K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
34New |
$4.16K - $4.93K
|
34
$3.71K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.67KClosed |
$203K - $241K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
12New |
$1.47K - $1.74K
|
12
$1.31K
|
|
|
Jul 19, 2022
Q2 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-17.6KClosed |
$2.15M - $2.55M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.51KClosed |
$306K - $364K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$24.4K - $29K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
701New |
$85.7K - $102K
|
701
$76.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-544Closed |
$66.5K - $78.9K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-516- 4.34% |
$63.1K - $74.8K
|
11.4K
$1.24M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-62- 2.43% |
$7.58K - $8.99K
|
2.49K
$271K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
93+ 93.0% |
$11.7K - $13.5K
|
193
$21.1K
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-19.6KClosed |
$2.47M - $2.84M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Broderick Brian C
|
SELL
|
- |
-1.6KClosed |
$202K - $233K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-2.42KClosed |
$306K - $352K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.58KClosed |
$199K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-15.4KClosed |
$1.95M - $2.24M
|
0
$0
|
|