Purchases and Sales Made in Q4 2023 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.98KNew |
$323K - $378K
|
2.98K
$353K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.98KNew |
$322K - $378K
|
2.98K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.93K+ 31.53% |
$317K - $371K
|
12.2K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.92K+ 41.86% |
$315K - $369K
|
9.88K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.76K+ 43.36% |
$299K - $350K
|
9.14K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.74K+ 4.74% |
$297K - $347K
|
60.5K
$7.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.71K+ 13.2% |
$293K - $343K
|
23.2K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
2.7KNew |
$292K - $342K
|
2.7K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.65K+ 0.68% |
$287K - $336K
|
393K
$46.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.59KNew |
$280K - $328K
|
2.59K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.52KNew |
$273K - $320K
|
2.52K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.5KNew |
$270K - $316K
|
2.5K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.49KNew |
$270K - $316K
|
2.49K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.46KNew |
$266K - $312K
|
2.46K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.46K+ 1.42% |
$266K - $311K
|
175K
$20.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.38K+ 87.2% |
$257K - $301K
|
5.1K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.14K+ 22.26% |
$231K - $271K
|
11.8K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.13K+ 3.75% |
$230K - $269K
|
58.8K
$6.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.1KNew |
$227K - $266K
|
2.1K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.09K+ 11.72% |
$226K - $265K
|
19.9K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.06K+ 17.16% |
$223K - $262K
|
14.1K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.05K+ 7.99% |
$222K - $260K
|
27.7K
$3.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.05KNew |
$221K - $259K
|
2.05K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
2.04K+ 212.16% |
$221K - $259K
|
3K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.99K+ 3.41% |
$215K - $252K
|
60.4K
$7.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.97KNew |
$213K - $250K
|
1.97K
$233K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.95KNew |
$211K - $248K
|
1.95K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.95KNew |
$211K - $247K
|
1.95K
$231K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.89K+ 28.04% |
$205K - $240K
|
8.65K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
1.88KNew |
$203K - $238K
|
1.88K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.88KNew |
$203K - $238K
|
1.88K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.87K+ 23.49% |
$203K - $238K
|
9.85K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.87K+ 5.69% |
$203K - $237K
|
34.8K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.85K+ 15.64% |
$200K - $234K
|
13.7K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1.83KNew |
$197K - $231K
|
1.83K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.82KNew |
$197K - $231K
|
1.82K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.82K+ 15.16% |
$197K - $230K
|
13.8K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.82KNew |
$196K - $230K
|
1.82K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.78K+ 4.18% |
$192K - $225K
|
44.3K
$5.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78KNew |
$192K - $225K
|
1.78K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$192K - $224K
|
1.77K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.75K+ 5.86% |
$189K - $222K
|
31.6K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.75KNew |
$189K - $221K
|
1.75K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.73K+ 7.31% |
$187K - $219K
|
25.4K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.72KNew |
$186K - $218K
|
1.72K
$203K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.7KNew |
$184K - $215K
|
1.7K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.68KNew |
$182K - $213K
|
1.68K
$199K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$180K - $211K
|
1.66K
$197K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.66KNew |
$180K - $210K
|
1.66K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.63KNew |
$176K - $206K
|
1.63K
$192K
|