Purchases and Sales Made in Q3 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
319+ 3.55% |
$39.2K - $48.8K
|
9.31K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 5.74% |
$36.9K - $45.9K
|
5.52K
$654K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
296+ 1.13% |
$36.4K - $45.3K
|
26.6K
$3.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
293+ 1.15% |
$36K - $44.9K
|
25.7K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
283+ 1.21% |
$34.8K - $43.3K
|
23.6K
$2.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
272+ 84.47% |
$33.4K - $41.7K
|
594
$70.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
265+ 150.57% |
$32.6K - $40.6K
|
441
$52.2K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
265+ 202.29% |
$32.6K - $40.6K
|
396
$46.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
262+ 9.03% |
$32.2K - $40.1K
|
3.16K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
257+ 5.64% |
$31.6K - $39.4K
|
4.81K
$570K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
255+ 6.66% |
$31.3K - $39K
|
4.08K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
250+ 17.24% |
$30.7K - $38.3K
|
1.7K
$201K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
237+ 2.82% |
$29.1K - $36.3K
|
8.64K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
230+ 9.55% |
$28.3K - $35.2K
|
2.64K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
223+ 11.58% |
$27.4K - $34.1K
|
2.15K
$254K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
211+ 0.93% |
$25.9K - $32.3K
|
22.9K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
209+ 5.65% |
$25.7K - $32K
|
3.91K
$463K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
198+ 0.74% |
$24.3K - $30.3K
|
27.1K
$3.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
191+ 8.46% |
$23.5K - $29.2K
|
2.45K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
190+ 4.28% |
$23.4K - $29.1K
|
4.63K
$548K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
190+ 5.78% |
$23.4K - $29.1K
|
3.48K
$412K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
185New |
$22.7K - $28.3K
|
185
$21.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
180+ 2.74% |
$22.1K - $27.6K
|
6.75K
$800K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179+ 6.39% |
$22K - $27.4K
|
2.98K
$353K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
174+ 1.99% |
$21.4K - $26.6K
|
8.9K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
171+ 0.71% |
$21K - $26.2K
|
24.4K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
167+ 6.31% |
$20.5K - $25.6K
|
2.82K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
165+ 0.18% |
$20.3K - $25.3K
|
93.8K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
163+ 9.34% |
$20K - $25K
|
1.91K
$226K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
159New |
$19.5K - $24.3K
|
159
$18.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
159+ 2.15% |
$19.5K - $24.3K
|
7.56K
$895K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
150+ 9.81% |
$18.4K - $23K
|
1.68K
$199K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
143+ 4.14% |
$17.6K - $21.9K
|
3.6K
$426K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
132+ 1.95% |
$16.2K - $20.2K
|
6.89K
$816K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
127+ 2.5% |
$15.6K - $19.4K
|
5.2K
$616K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
125New |
$15.4K - $19.1K
|
125
$14.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
122+ 17.99% |
$15K - $18.7K
|
800
$94.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
112New |
$13.8K - $17.2K
|
112
$13.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
112+ 0.96% |
$13.8K - $17.2K
|
11.8K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
110+ 120.88% |
$13.5K - $16.8K
|
201
$23.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
106+ 1.53% |
$13K - $16.2K
|
7.05K
$835K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
105+ 4.83% |
$12.9K - $16.1K
|
2.28K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
102New |
$12.5K - $15.6K
|
102
$12.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100+ 23.2% |
$12.3K - $15.3K
|
531
$62.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
98+ 5.49% |
$12K - $15K
|
1.88K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
97+ 2.05% |
$11.9K - $14.9K
|
4.84K
$573K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
93+ 4.45% |
$11.4K - $14.2K
|
2.18K
$258K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
85+ 0.62% |
$10.4K - $13K
|
13.9K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
84+ 0.99% |
$10.3K - $12.9K
|
8.55K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
84+ 4.15% |
$10.3K - $12.9K
|
2.11K
$250K
|