Purchases and Sales Made in Q4 2024 in J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
231+ 95.06% |
$24.7K - $28.1K
|
474
$56.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
230+ 2.07% |
$24.6K - $28K
|
11.3K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
224+ 3.15% |
$24K - $27.3K
|
7.34K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
219New |
$23.4K - $26.7K
|
219
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
213+ 11.41% |
$22.8K - $25.9K
|
2.08K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
200+ 1.52% |
$21.4K - $24.4K
|
13.4K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186+ 3.49% |
$19.9K - $22.6K
|
5.51K
$653K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
175New |
$18.7K - $21.3K
|
175
$20.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
173+ 4.0% |
$18.5K - $21.1K
|
4.49K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
168+ 2.77% |
$18K - $20.5K
|
6.24K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
166+ 42.78% |
$17.7K - $20.2K
|
554
$65.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
162+ 5.0% |
$17.3K - $19.7K
|
3.4K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
160New |
$17.1K - $19.5K
|
160
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
155+ 4.37% |
$16.6K - $18.9K
|
3.7K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
151New |
$16.1K - $18.4K
|
151
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
151+ 188.75% |
$16.1K - $18.4K
|
231
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
151New |
$16.1K - $18.4K
|
151
$17.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
150New |
$16K - $18.3K
|
150
$17.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
149+ 0.76% |
$15.9K - $18.1K
|
19.7K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
146+ 4.06% |
$15.6K - $17.8K
|
3.74K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
145+ 1.37% |
$15.5K - $17.7K
|
10.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
140New |
$15K - $17K
|
140
$16.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
134+ 3.93% |
$14.3K - $16.3K
|
3.54K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
134New |
$14.3K - $16.3K
|
134
$15.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
130+ 2.36% |
$13.9K - $15.8K
|
5.63K
$666K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
126+ 14.98% |
$13.5K - $15.3K
|
967
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
125+ 0.79% |
$13.4K - $15.2K
|
15.9K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
125+ 35.71% |
$13.4K - $15.2K
|
475
$56.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
125New |
$13.4K - $15.2K
|
125
$14.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
124+ 2.53% |
$13.3K - $15.1K
|
5.02K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
117+ 3.07% |
$12.5K - $14.2K
|
3.93K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
115+ 6.65% |
$12.3K - $14K
|
1.85K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
112+ 30.6% |
$12K - $13.6K
|
478
$56.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
108+ 4.12% |
$11.5K - $13.1K
|
2.73K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
106New |
$11.3K - $12.9K
|
106
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.59% |
$10.7K - $12.2K
|
17.1K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
100New |
$10.7K - $12.2K
|
100
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
100+ 4.91% |
$10.7K - $12.2K
|
2.14K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 17.86% |
$10.7K - $12.2K
|
660
$78.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
93+ 21.63% |
$9.94K - $11.3K
|
523
$61.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 32.2% |
$9.09K - $10.3K
|
349
$41.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
80+ 1.25% |
$8.55K - $9.74K
|
6.49K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80+ 0.5% |
$8.55K - $9.74K
|
16K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
77+ 54.61% |
$8.23K - $9.37K
|
218
$25.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
74+ 1.42% |
$7.91K - $9.01K
|
5.29K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71+ 0.08% |
$7.59K - $8.64K
|
94.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
70New |
$7.48K - $8.52K
|
70
$8.29K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
69+ 1.0% |
$7.38K - $8.4K
|
6.96K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
68+ 8.75% |
$7.27K - $8.28K
|
845
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
64New |
$6.84K - $7.79K
|
64
$7.58K
|