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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
260New |
$28.1K - $33K
|
260
$30.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
251New |
$27.2K - $31.8K
|
251
$29.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$27.1K - $31.7K
|
250
$29.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
200New |
$21.6K - $25.3K
|
200
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
199New |
$21.5K - $25.2K
|
199
$23.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
187New |
$20.2K - $23.7K
|
187
$22.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
178+ 77.06% |
$19.3K - $22.6K
|
409
$48.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
174+ 0.71% |
$18.8K - $22.1K
|
24.5K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
162+ 1.57% |
$17.5K - $20.5K
|
10.5K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
160+ 2.96% |
$17.3K - $20.3K
|
5.56K
$658K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
157New |
$17K - $19.9K
|
157
$18.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
155New |
$16.8K - $19.6K
|
155
$18.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
153+ 1.1% |
$16.6K - $19.4K
|
14.1K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
150+ 300.0% |
$16.2K - $19K
|
200
$23.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
150+ 0.89% |
$16.2K - $19K
|
17.1K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
149+ 1.73% |
$16.1K - $18.9K
|
8.78K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
144+ 2.49% |
$15.6K - $18.3K
|
5.93K
$702K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
144+ 5.76% |
$15.6K - $18.3K
|
2.65K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
142+ 3.11% |
$15.4K - $18K
|
4.71K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
141+ 6.92% |
$15.3K - $17.9K
|
2.18K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
136+ 4.22% |
$14.7K - $17.2K
|
3.36K
$398K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 16.13% |
$14K - $16.3K
|
929
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
126+ 2.45% |
$13.6K - $16K
|
5.27K
$624K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
125+ 6.47% |
$13.5K - $15.8K
|
2.06K
$244K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
114+ 4.8% |
$12.3K - $14.4K
|
2.49K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
114New |
$12.3K - $14.4K
|
114
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
105New |
$11.4K - $13.3K
|
105
$12.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
105+ 1.52% |
$11.4K - $13.3K
|
7K
$829K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
104+ 1.21% |
$11.3K - $13.2K
|
8.7K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
104+ 2.34% |
$11.3K - $13.2K
|
4.54K
$538K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
101New |
$10.9K - $12.8K
|
101
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
101+ 1.45% |
$10.9K - $12.8K
|
7.07K
$837K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$10.8K - $12.7K
|
100
$11.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.59% |
$10.8K - $12.7K
|
6.4K
$758K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
99+ 4.92% |
$10.7K - $12.5K
|
2.11K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
96+ 2.27% |
$10.4K - $12.2K
|
4.32K
$512K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
95New |
$10.3K - $12K
|
95
$11.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
92+ 9.19% |
$9.95K - $11.7K
|
1.09K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.2K - $10.8K
|
85
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
84+ 5.74% |
$9.09K - $10.6K
|
1.55K
$183K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
84New |
$9.09K - $10.6K
|
84
$9.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
83+ 7.32% |
$8.98K - $10.5K
|
1.22K
$144K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81+ 1.56% |
$8.76K - $10.3K
|
5.28K
$625K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
75+ 0.99% |
$8.12K - $9.51K
|
7.63K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
68+ 2.94% |
$7.36K - $8.62K
|
2.38K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
68+ 2.16% |
$7.36K - $8.62K
|
3.22K
$381K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
63New |
$6.82K - $7.98K
|
63
$7.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
61+ 3.5% |
$6.6K - $7.73K
|
1.81K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
56+ 2.98% |
$6.06K - $7.1K
|
1.93K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51New |
$5.52K - $6.46K
|
51
$6.04K
|