Latest Institutional Purchases of J M Smucker CO (SJM)
This list provides information on the latest institutional transactions involving J M Smucker CO (SJM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
683+ 16.21% |
$73.9K - $86.6K
|
4.9K
$534K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
590+ 5900.0% |
$63.8K - $74.8K
|
600
$65.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
540New |
$58.4K - $68.4K
|
540
$58.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
463New |
$50.1K - $58.7K
|
463
$50.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
398+ 10.94% |
$43.1K - $50.4K
|
4.04K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
373+ 19.28% |
$40.4K - $47.3K
|
2.31K
$252K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$27.1K - $31.7K
|
250
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
199New |
$21.5K - $25.2K
|
199
$21.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
187New |
$20.2K - $23.7K
|
187
$20.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
155New |
$16.8K - $19.6K
|
155
$16.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
153+ 1.1% |
$16.6K - $19.4K
|
14.1K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
150+ 300.0% |
$16.2K - $19K
|
200
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
114New |
$12.3K - $14.4K
|
114
$12.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$10.8K - $12.7K
|
100
$10.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.2K - $10.8K
|
85
$9.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
83+ 7.32% |
$8.98K - $10.5K
|
1.22K
$133K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
63New |
$6.82K - $7.98K
|
63
$6.88K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
49+ 1.61% |
$5.3K - $6.21K
|
3.1K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
45New |
$4.87K - $5.7K
|
45
$4.91K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
39New |
$4.22K - $4.94K
|
39
$4.26K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
32New |
$3.46K - $4.06K
|
32
$3.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
31New |
$3.35K - $3.93K
|
31
$3.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 45.76% |
$2.92K - $3.42K
|
86
$9.39K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25New |
$2.71K - $3.17K
|
25
$2.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.84K - $2.15K
|
17
$1.86K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.49% |
$1.62K - $1.9K
|
3.09K
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
11New |
$1.19K - $1.39K
|
11
$1.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
7New |
$757 - $887
|
7
$764
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4New |
$433 - $507
|
4
$437
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3New |
$325 - $380
|
3
$327
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2New |
$216 - $253
|
2
$218
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 100.0% |
$108 - $127
|
2
$218
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 50.0% |
$108 - $127
|
3
$327
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$108 - $127
|
1
$109
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1New |
$108 - $127
|
1
$109
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
CALL |
82.4KNew |
$10.1M - $12.6M
|
82.4K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Tig Advisors, LLC
New York, NY |
BUY
|
PUT |
36KNew |
$4.42M - $5.51M
|
36K
$3.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
33.1KNew |
$4.07M - $5.07M
|
33.1K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.1K+ 752.56% |
$2.1M - $2.62M
|
19.4K
$2.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
6.3KNew |
$774K - $965K
|
6.3K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.02KNew |
$740K - $921K
|
6.02K
$657K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.83K+ 84.32% |
$717K - $893K
|
12.8K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$507K - $632K
|
4.13K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.16KNew |
$389K - $484K
|
3.16K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.14KNew |
$386K - $481K
|
3.14K
$343K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.16KNew |
$266K - $331K
|
2.16K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 18.31% |
$252K - $314K
|
13.3K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.22K+ 76.38% |
$150K - $187K
|
2.82K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
929+ 33.48% |
$114K - $142K
|
3.7K
$404K
|
|