Purchases and Sales Made in Q1 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q1 2024. 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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
26+ 16.35% |
$3.06K - $3.48K
|
185
$21.9K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
25+ 89.29% |
$2.94K - $3.34K
|
53
$6.28K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
25+ 100.0% |
$2.94K - $3.34K
|
50
$5.92K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
24+ 0.07% |
$2.82K - $3.21K
|
34.8K
$4.12M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24+ 150.0% |
$2.82K - $3.21K
|
40
$4.74K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
21+ 1.25% |
$2.47K - $2.81K
|
1.7K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
19+ 1900.0% |
$2.23K - $2.54K
|
20
$2.37K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 17.82% |
$2.12K - $2.41K
|
119
$14.1K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
17New |
$2K - $2.27K
|
17
$2.01K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
16+ 0.37% |
$1.88K - $2.14K
|
4.32K
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
16+ 0.89% |
$1.88K - $2.14K
|
1.81K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15+ 62.5% |
$1.76K - $2.01K
|
39
$4.62K
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
15+ 0.1% |
$1.76K - $2.01K
|
14.5K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
14+ 0.75% |
$1.65K - $1.87K
|
1.89K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$1.41K - $1.6K
|
12
$1.42K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12New |
$1.41K - $1.6K
|
12
$1.42K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.45% |
$1.29K - $1.47K
|
2.43K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
11+ 275.0% |
$1.29K - $1.47K
|
15
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
11+ 0.33% |
$1.29K - $1.47K
|
3.37K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$1.18K - $1.34K
|
10
$1.18K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
10+ 0.28% |
$1.18K - $1.34K
|
3.54K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 3.52% |
$1.18K - $1.34K
|
294
$34.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$1.18K - $1.34K
|
10
$1.18K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 0.71% |
$1.18K - $1.34K
|
1.41K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
9+ 0.27% |
$1.06K - $1.2K
|
3.37K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 20.93% |
$1.06K - $1.2K
|
52
$6.16K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7New |
$823 - $936
|
7
$829
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6New |
$705 - $802
|
6
$710
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 24.0% |
$705 - $802
|
31
$3.67K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
5+ 0.01% |
$588 - $669
|
97K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.24% |
$588 - $669
|
2.08K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.51% |
$470 - $535
|
789
$93.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.51% |
$353 - $401
|
591
$70K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 25.0% |
$353 - $401
|
15
$1.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2+ 0.83% |
$235 - $267
|
244
$28.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.08% |
$235 - $267
|
188
$22.3K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $267
|
2.39K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.93% |
$235 - $267
|
217
$25.7K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1+ 0.03% |
$118 - $134
|
2.92K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.92% |
$118 - $134
|
110
$13K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 11.11% |
$118 - $134
|
10
$1.18K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.24% |
$118 - $134
|
426
$50.4K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 14.29% |
$118 - $134
|
8
$947
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.06% |
$118 - $134
|
1.82K
$215K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.89% |
$118 - $134
|
113
$13.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.82% |
$118 - $134
|
123
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1New |
$118 - $134
|
1
$118
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.64% |
$118 - $134
|
62
$7.34K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 2.63% |
$118 - $134
|
39
$4.62K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.05% |
$118 - $134
|
2.06K
$244K
|