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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$2.78K - $3K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-3.08KClosed |
$343K - $370K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Centre Asset Management, LLC
|
SELL
|
- |
-49.5KClosed |
$5.51M - $5.95M
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Carlson Capital Management
|
SELL
|
- |
-1.85KClosed |
$205K - $222K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.95KClosed |
$305K - $359K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.82KClosed |
$1.02M - $1.2M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-4.5KClosed |
$465K - $548K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-610Closed |
$63.1K - $74.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
52New |
$5.38K - $6.33K
|
52
$6.05K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-239Closed |
$24.7K - $29.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.45KNew |
$356K - $420K
|
3.45K
$401K
|
|
|
Nov 13, 2020
Q3 2020
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-172- 0.47% |
$17.8K - $20.9K
|
36.6K
$4.26M
|
|
|
Nov 13, 2020
Q3 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.94KClosed |
$200K - $236K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-77Closed |
$7.96K - $9.37K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.24KClosed |
$335K - $395K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7.66KClosed |
$792K - $933K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4KClosed |
$414K - $487K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
38.5KNew |
$3.98M - $4.69M
|
38.5K
$4.48M
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-150Closed |
$15.5K - $18.3K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-2.44KClosed |
$252K - $297K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-1Closed |
$103 - $122
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-11Closed |
$1.14K - $1.34K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Arga Investment Management, LP
|
SELL
|
- |
-3.29KClosed |
$340K - $401K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 680.0% |
$141K - $166K
|
1.56K
$182K
|
|
|
Oct 27, 2020
Q3 2020
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-119Closed |
$12.3K - $14.5K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5Closed |
$517 - $609
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
5.18KNew |
$536K - $631K
|
5.18K
$603K
|
|
|
Oct 13, 2020
Q3 2020
|
Autus Asset Management, LLC
|
SELL
|
- |
-85- 2.76% |
$8.79K - $10.3K
|
3K
$349K
|
|
|
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
$2.1K
|
|
|
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
$67.7K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
4.47KNew |
$461K - $544K
|
4.47K
$521K
|
|
|
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
$99.6K
|
|
|
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
|
|