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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48+ 165.52% |
$6.97K - $7.8K
|
77
$9.12K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
42+ 0.41% |
$6.1K - $6.83K
|
10.2K
$1.21M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
41+ 136.67% |
$5.96K - $6.67K
|
71
$8.41K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
41+ 241.18% |
$5.96K - $6.67K
|
58
$6.87K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
40+ 1.23% |
$5.81K - $6.5K
|
3.3K
$390K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
40+ 0.26% |
$5.81K - $6.5K
|
15.3K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
36New |
$5.23K - $5.85K
|
36
$4.26K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
35+ 0.95% |
$5.08K - $5.69K
|
3.72K
$440K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
34+ 15.45% |
$4.94K - $5.53K
|
254
$30.1K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
32+ 0.19% |
$4.65K - $5.2K
|
17.2K
$2.04M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$4.36K - $4.88K
|
30
$3.55K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.48% |
$4.36K - $4.88K
|
6.23K
$737K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
29+ 1.3% |
$4.21K - $4.71K
|
2.27K
$269K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
28+ 0.48% |
$4.07K - $4.55K
|
5.83K
$690K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
28+ 0.06% |
$4.07K - $4.55K
|
44.4K
$5.25M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27+ 11.25% |
$3.92K - $4.39K
|
267
$31.6K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
27+ 2.08% |
$3.92K - $4.39K
|
1.32K
$157K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
26+ 0.45% |
$3.78K - $4.23K
|
5.83K
$690K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 1.2% |
$3.49K - $3.9K
|
2.03K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$3.49K - $3.9K
|
8.18K
$969K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
23New |
$3.34K - $3.74K
|
23
$2.72K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 550.0% |
$3.2K - $3.58K
|
26
$3.08K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
21New |
$3.05K - $3.41K
|
21
$2.49K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 19.0% |
$2.76K - $3.09K
|
119
$14.1K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.76K - $3.09K
|
19
$2.25K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
17+ 0.58% |
$2.47K - $2.76K
|
2.96K
$351K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
17+ 7.91% |
$2.47K - $2.76K
|
232
$27.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
17+ 0.69% |
$2.47K - $2.76K
|
2.48K
$294K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
16New |
$2.32K - $2.6K
|
16
$1.89K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.61% |
$2.03K - $2.28K
|
2.31K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.68% |
$1.89K - $2.11K
|
1.92K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13New |
$1.89K - $2.11K
|
13
$1.54K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12+ 0.38% |
$1.74K - $1.95K
|
3.16K
$375K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
11New |
$1.6K - $1.79K
|
11
$1.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.33% |
$1.6K - $1.79K
|
3.35K
$397K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10+ 0.4% |
$1.45K - $1.63K
|
2.52K
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 4.93% |
$1.45K - $1.63K
|
213
$25.2K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$1.45K - $1.63K
|
10
$1.18K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
10New |
$1.45K - $1.63K
|
10
$1.18K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.59% |
$1.16K - $1.3K
|
1.37K
$163K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
8+ 0.24% |
$1.16K - $1.3K
|
3.28K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 77.78% |
$1.02K - $1.14K
|
16
$1.89K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6+ 0.02% |
$872 - $975
|
32.7K
$3.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6+ 1.5% |
$872 - $975
|
406
$48.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$872 - $975
|
6
$710
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$726 - $813
|
5
$592
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$726 - $813
|
14.9K
$1.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
5New |
$726 - $813
|
5
$592
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4New |
$581 - $650
|
4
$474
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4+ 0.06% |
$581 - $650
|
6.44K
$763K
|