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 |
---|---|---|---|---|---|---|---|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.18KNew |
$536K - $631K
|
5.18K
$523K
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-85- 2.76% |
$8.79K - $10.3K
|
3K
$303K
|
|
Oct 08, 2020
Q3 2020
|
Sky Investment Group LLC
|
SELL
|
- |
-11KClosed |
$1.14M - $1.34M
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
18New |
$1.86K - $2.19K
|
18
$1.82K
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-5.96KClosed |
$616K - $726K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-107- 15.55% |
$11K - $13K
|
581
$58.6K
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.47KNew |
$461K - $544K
|
4.47K
$451K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-100Closed |
$10.3K - $12.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50Closed |
$5.15K - $6.08K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-35Closed |
$3.61K - $4.26K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.54KClosed |
$262K - $309K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-4.91KClosed |
$506K - $598K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-7.13KClosed |
$735K - $867K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-18Closed |
$1.85K - $2.19K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.33KClosed |
$240K - $284K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Field & Main Bank
|
SELL
|
- |
-8Closed |
$824 - $973
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-179KClosed |
$18.5M - $21.8M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-10Closed |
$1.03K - $1.22K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-711Closed |
$73.2K - $86.5K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-4.21KClosed |
$434K - $512K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
855New |
$88.1K - $104K
|
855
$86.3K
|
|
Aug 11, 2020
Q2 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3Closed |
$309 - $365
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-171KClosed |
$17.6M - $20.8M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.03KClosed |
$209K - $247K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-8Closed |
$824 - $973
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-908Closed |
$93.5K - $110K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-510Closed |
$52.5K - $62K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-52Closed |
$5.36K - $6.32K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1KClosed |
$103K - $122K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Center Star Asset Management, LLC
|
SELL
|
- |
-358Closed |
$36.9K - $43.5K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-1.85KClosed |
$191K - $225K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-9Closed |
$927 - $1.09K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Gables Capital Management Inc.
|
SELL
|
- |
-2Closed |
$206 - $243
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4KClosed |
$412K - $487K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-396Closed |
$40.8K - $48.2K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-417Closed |
$43K - $50.7K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-9.97KClosed |
$1.03M - $1.21M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
West Oak Capital, LLC
|
SELL
|
- |
-1KClosed |
$103K - $122K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-71KClosed |
$6.8M - $8.44M
|
0
$0
|
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-173Closed |
$16.6K - $20.6K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-18.7KClosed |
$1.79M - $2.23M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-15Closed |
$1.44K - $1.78K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-12.2KClosed |
$1.17M - $1.45M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alex Roepers
Atlantic Investment Management, Inc. | New York, Ny
|
SELL
|
- |
-11KClosed |
$1.05M - $1.31M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.93KClosed |
$568K - $705K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-18Closed |
$1.72K - $2.14K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-2.91KClosed |
$279K - $346K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 22.22% |
$9.58K - $11.9K
|
350
$35.3K
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-629Closed |
$60.3K - $74.8K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Wills Financial Group, Inc.
|
SELL
|
- |
-17.3KClosed |
$1.66M - $2.06M
|
0
$0
|