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 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-16- 39.02% |
$1.97K - $2.45K
|
25
$2.96K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-17- 0.55% |
$2.09K - $2.6K
|
3.07K
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 9.55% |
$2.09K - $2.6K
|
161
$19.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.24% |
$2.46K - $3.06K
|
8.38K
$992K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21- 0.92% |
$2.58K - $3.22K
|
2.26K
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 16.92% |
$2.7K - $3.37K
|
108
$12.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-22- 84.62% |
$2.7K - $3.37K
|
4
$474
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-23- 0.55% |
$2.83K - $3.52K
|
4.17K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24Closed |
$2.95K - $3.68K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-25- 1.49% |
$3.07K - $3.83K
|
1.66K
$196K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-26- 7.49% |
$3.2K - $3.98K
|
321
$38K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-29- 1.15% |
$3.56K - $4.44K
|
2.5K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-30- 3.61% |
$3.69K - $4.59K
|
802
$95K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-30- 0.76% |
$3.69K - $4.59K
|
3.9K
$462K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31- 0.39% |
$3.81K - $4.75K
|
7.95K
$941K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-31- 46.27% |
$3.81K - $4.75K
|
36
$4.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-32- 1.34% |
$3.93K - $4.9K
|
2.36K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-32- 0.78% |
$3.93K - $4.9K
|
4.07K
$482K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 1.36% |
$4.3K - $5.36K
|
2.55K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-38- 1.8% |
$4.67K - $5.82K
|
2.07K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-39- 0.67% |
$4.79K - $5.97K
|
5.79K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-47- 3.11% |
$5.78K - $7.2K
|
1.46K
$173K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-47- 1.43% |
$5.78K - $7.2K
|
3.25K
$385K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 2.8% |
$5.9K - $7.35K
|
1.67K
$198K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-48- 2.8% |
$5.9K - $7.35K
|
1.67K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-48- 3.15% |
$5.9K - $7.35K
|
1.48K
$175K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-50- 1.8% |
$6.15K - $7.66K
|
2.73K
$323K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-54- 0.93% |
$6.64K - $8.27K
|
5.78K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-54- 21.95% |
$6.64K - $8.27K
|
192
$22.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 0.29% |
$6.88K - $8.58K
|
19.4K
$2.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-57- 0.8% |
$7.01K - $8.73K
|
7.07K
$837K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-60- 3.61% |
$7.37K - $9.19K
|
1.6K
$190K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-66- 2.05% |
$8.11K - $10.1K
|
3.15K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-69- 0.87% |
$8.48K - $10.6K
|
7.84K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 2.56% |
$8.6K - $10.7K
|
2.66K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-71- 93.42% |
$8.73K - $10.9K
|
5
$592
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-73- 7.77% |
$8.97K - $11.2K
|
866
$103K
|
|
|
Nov 20, 2023
Q3 2023
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-76- 0.11% |
$9.34K - $11.6K
|
72.1K
$8.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-83- 2.69% |
$10.2K - $12.7K
|
3K
$355K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 80.95% |
$10.4K - $13K
|
20
$2.37K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-89- 1.35% |
$10.9K - $13.6K
|
6.52K
$772K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-95- 1.2% |
$11.7K - $14.5K
|
7.79K
$922K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-99- 0.68% |
$12.2K - $15.2K
|
14.5K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 49.75% |
$12.3K - $15.3K
|
101
$12K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-100- 4.66% |
$12.3K - $15.3K
|
2.05K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-100- 2.67% |
$12.3K - $15.3K
|
3.65K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-106- 1.21% |
$13K - $16.2K
|
8.63K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-108- 6.36% |
$13.3K - $16.5K
|
1.59K
$188K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-113- 2.97% |
$13.9K - $17.3K
|
3.69K
$437K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-114- 46.53% |
$14K - $17.5K
|
131
$15.5K
|