Purchases and Sales Made in Q1 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q1 2023. The information is specifically focused on institutions that hold shares of J M SMUCKER Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
470+ 10.17% |
$68.3K - $76.4K
|
5.09K
$603K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
435+ 107.94% |
$63.2K - $70.7K
|
838
$99.2K
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
432+ 13.94% |
$62.7K - $70.2K
|
3.53K
$418K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
426+ 223.04% |
$61.9K - $69.3K
|
617
$73.1K
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
424+ 4.35% |
$61.6K - $68.9K
|
10.2K
$1.2M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
400+ 25.0% |
$58.1K - $65K
|
2K
$237K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
397+ 0.94% |
$57.7K - $64.5K
|
42.5K
$5.03M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
374+ 19.99% |
$54.3K - $60.8K
|
2.25K
$266K
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
360+ 21.13% |
$52.3K - $58.5K
|
2.06K
$244K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
349+ 3.41% |
$50.7K - $56.7K
|
10.6K
$1.25M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
332New |
$48.2K - $54K
|
332
$39.3K
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
325+ 1.2% |
$47.2K - $52.8K
|
27.4K
$3.24M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
325+ 7.79% |
$47.2K - $52.8K
|
4.5K
$532K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
320+ 1.69% |
$46.5K - $52K
|
19.3K
$2.28M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
310+ 92.26% |
$45K - $50.4K
|
646
$76.5K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
300+ 50.08% |
$43.6K - $48.8K
|
899
$106K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
300New |
$43.6K - $48.8K
|
300
$35.5K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.88% |
$43.6K - $48.8K
|
34.5K
$4.08M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
300+ 229.01% |
$43.6K - $48.8K
|
431
$51K
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
284+ 5.3% |
$41.3K - $46.2K
|
5.65K
$669K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
276New |
$40.1K - $44.9K
|
276
$32.7K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
275+ 1.25% |
$39.9K - $44.7K
|
22.2K
$2.63M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
241+ 48.98% |
$35K - $39.2K
|
733
$86.8K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
237+ 15.44% |
$34.4K - $38.5K
|
1.77K
$210K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
233+ 16.33% |
$33.8K - $37.9K
|
1.66K
$197K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
231+ 7.45% |
$33.6K - $37.6K
|
3.33K
$395K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
226+ 6.03% |
$32.8K - $36.7K
|
3.97K
$470K
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
225+ 2.88% |
$32.7K - $36.6K
|
8.03K
$951K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
220+ 5.15% |
$32K - $35.8K
|
4.49K
$532K
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
219+ 12.88% |
$31.8K - $35.6K
|
1.92K
$227K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
218+ 9.83% |
$31.7K - $35.4K
|
2.44K
$288K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
213New |
$30.9K - $34.6K
|
213
$25.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
212New |
$30.8K - $34.5K
|
212
$25.1K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
211+ 3.37% |
$30.6K - $34.3K
|
6.47K
$766K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
200New |
$29.1K - $32.5K
|
200
$23.7K
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
200+ 1.84% |
$29.1K - $32.5K
|
11.1K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
200+ 14.05% |
$29.1K - $32.5K
|
1.62K
$192K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
200+ 13.69% |
$29.1K - $32.5K
|
1.66K
$197K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
197+ 4.3% |
$28.6K - $32K
|
4.78K
$566K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
197+ 1.29% |
$28.6K - $32K
|
15.5K
$1.83M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
193+ 1.17% |
$28K - $31.4K
|
16.7K
$1.98M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
192+ 22.22% |
$27.9K - $31.2K
|
1.06K
$125K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
191+ 1.83% |
$27.7K - $31.1K
|
10.6K
$1.26M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
191+ 3.72% |
$27.7K - $31.1K
|
5.32K
$630K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
185+ 1.24% |
$26.9K - $30.1K
|
15.1K
$1.79M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
182+ 1.8% |
$26.4K - $29.6K
|
10.3K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
169+ 2.85% |
$24.5K - $27.5K
|
6.1K
$722K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
166+ 5.14% |
$24.1K - $27K
|
3.39K
$402K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
158+ 5.49% |
$22.9K - $25.7K
|
3.04K
$359K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
155+ 12.15% |
$22.5K - $25.2K
|
1.43K
$169K
|