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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
80+ 5.44% |
$9.83K - $12.3K
|
1.55K
$184K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
80+ 80.81% |
$9.83K - $12.3K
|
179
$21.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
76New |
$9.34K - $11.6K
|
76
$9K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
69+ 0.58% |
$8.48K - $10.6K
|
12K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
68+ 0.96% |
$8.36K - $10.4K
|
7.17K
$849K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
66+ 32.51% |
$8.11K - $10.1K
|
269
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65+ 0.04% |
$7.99K - $9.95K
|
151K
$17.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
65+ 0.61% |
$7.99K - $9.95K
|
10.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60New |
$7.37K - $9.19K
|
60
$7.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
59New |
$7.25K - $9.03K
|
59
$6.99K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 8.53% |
$7.01K - $8.73K
|
725
$85.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
55+ 1.26% |
$6.76K - $8.42K
|
4.42K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
54+ 1350.0% |
$6.64K - $8.27K
|
58
$6.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
54+ 1.06% |
$6.64K - $8.27K
|
5.14K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
50New |
$6.15K - $7.66K
|
50
$5.92K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
50+ 1.11% |
$6.15K - $7.66K
|
4.57K
$541K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
44+ 0.38% |
$5.41K - $6.74K
|
11.6K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
42+ 84.0% |
$5.16K - $6.43K
|
92
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39+ 0.37% |
$4.79K - $5.97K
|
10.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
38New |
$4.67K - $5.82K
|
38
$4.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
38New |
$4.67K - $5.82K
|
38
$4.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35New |
$4.3K - $5.36K
|
35
$4.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34New |
$4.18K - $5.21K
|
34
$4.03K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34+ 18.18% |
$4.18K - $5.21K
|
221
$26.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34+ 10.27% |
$4.18K - $5.21K
|
365
$43.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
33+ 2.05% |
$4.06K - $5.05K
|
1.64K
$194K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
30New |
$3.69K - $4.59K
|
30
$3.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29+ 4.44% |
$3.56K - $4.44K
|
682
$80.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
29+ 2.98% |
$3.56K - $4.44K
|
1K
$119K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
28+ 0.19% |
$3.44K - $4.29K
|
14.8K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 24.32% |
$3.32K - $4.13K
|
138
$16.3K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
26New |
$3.2K - $3.98K
|
26
$3.08K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.49% |
$3.2K - $3.98K
|
5.34K
$632K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$2.95K - $3.68K
|
8.25K
$977K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
22+ 1.28% |
$2.7K - $3.37K
|
1.75K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
17+ 7.33% |
$2.09K - $2.6K
|
249
$29.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
16+ 0.37% |
$1.97K - $2.45K
|
4.36K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 5.62% |
$1.84K - $2.3K
|
282
$33.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
15+ 0.53% |
$1.84K - $2.3K
|
2.86K
$338K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
15+ 0.45% |
$1.84K - $2.3K
|
3.38K
$400K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
13+ 0.74% |
$1.6K - $1.99K
|
1.77K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
13+ 0.05% |
$1.6K - $1.99K
|
26.5K
$3.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$1.47K - $1.84K
|
12
$1.42K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
11+ 1.73% |
$1.35K - $1.68K
|
647
$76.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 0.78% |
$1.23K - $1.53K
|
1.3K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
8+ 0.58% |
$983 - $1.23K
|
1.39K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7New |
$860 - $1.07K
|
7
$829
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$737 - $919
|
6
$710
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.53% |
$737 - $919
|
1.13K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 71.43% |
$615 - $766
|
12
$1.42K
|