Purchases and Sales Made in Q3 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
35+ 0.51% |
$3.82K - $4.28K
|
6.84K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
33+ 1.4% |
$3.6K - $4.04K
|
2.4K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 8.12% |
$3.38K - $3.79K
|
413
$48.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 4.36% |
$3.16K - $3.55K
|
694
$82.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
28+ 0.01% |
$3.06K - $3.43K
|
199K
$23.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
25+ 0.66% |
$2.73K - $3.06K
|
3.82K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
24New |
$2.62K - $2.94K
|
24
$2.84K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
23New |
$2.51K - $2.82K
|
23
$2.72K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 23.4% |
$2.4K - $2.69K
|
116
$13.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 33.33% |
$2.18K - $2.45K
|
80
$9.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
20+ 0.59% |
$2.18K - $2.45K
|
3.42K
$405K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 10.93% |
$2.18K - $2.45K
|
203
$24K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19+ 0.89% |
$2.07K - $2.33K
|
2.14K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
19+ 1.29% |
$2.07K - $2.33K
|
1.49K
$177K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
18+ 13.95% |
$1.96K - $2.2K
|
147
$17.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17+ 0.08% |
$1.86K - $2.08K
|
20.6K
$2.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.75K - $1.96K
|
16
$1.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
16+ 0.7% |
$1.75K - $1.96K
|
2.32K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
16+ 12.8% |
$1.75K - $1.96K
|
141
$16.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.64K - $1.84K
|
15
$1.78K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
14New |
$1.53K - $1.71K
|
14
$1.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14+ 8.09% |
$1.53K - $1.71K
|
187
$22.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 7.69% |
$1.31K - $1.47K
|
168
$19.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 15.94% |
$1.2K - $1.35K
|
80
$9.47K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$1.2K - $1.35K
|
11
$1.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 8.7% |
$1.09K - $1.22K
|
125
$14.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 9.43% |
$1.09K - $1.22K
|
116
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10+ 111.11% |
$1.09K - $1.22K
|
19
$2.25K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
10+ 0.15% |
$1.09K - $1.22K
|
6.89K
$816K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8+ 1.86% |
$873 - $979
|
438
$51.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
8+ 0.22% |
$873 - $979
|
3.61K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 10.67% |
$873 - $979
|
83
$9.83K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 1.17% |
$764 - $857
|
605
$71.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7New |
$764 - $857
|
7
$829
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7+ 0.09% |
$764 - $857
|
8.07K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 0.84% |
$655 - $734
|
718
$85K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.29% |
$655 - $734
|
2.07K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 85.71% |
$655 - $734
|
13
$1.54K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.05% |
$546 - $612
|
10.6K
$1.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4+ 16.0% |
$436 - $490
|
29
$3.43K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.43% |
$436 - $490
|
933
$110K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 2.26% |
$327 - $367
|
136
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3+ 0.15% |
$327 - $367
|
2K
$237K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.91% |
$218 - $245
|
221
$26.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.36% |
$218 - $245
|
565
$66.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2New |
$218 - $245
|
2
$237
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.47% |
$218 - $245
|
429
$50.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2+ 0.03% |
$218 - $245
|
7.37K
$872K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.07% |
$218 - $245
|
189
$22.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
2+ 0.81% |
$218 - $245
|
249
$29.5K
|