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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
62+ 3.14% |
$6.63K - $7.55K
|
2.04K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
62+ 2.97% |
$6.63K - $7.55K
|
2.15K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
56New |
$5.99K - $6.82K
|
56
$6.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
54+ 2.39% |
$5.77K - $6.57K
|
2.31K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 58.43% |
$5.56K - $6.33K
|
141
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
51New |
$5.45K - $6.21K
|
51
$6.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50+ 1.13% |
$5.35K - $6.09K
|
4.47K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50New |
$5.35K - $6.09K
|
50
$5.92K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
47New |
$5.03K - $5.72K
|
47
$5.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
45+ 0.33% |
$4.81K - $5.48K
|
13.5K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
44+ 58.67% |
$4.7K - $5.36K
|
119
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44+ 14.1% |
$4.7K - $5.36K
|
356
$42.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 38.6% |
$4.7K - $5.36K
|
158
$18.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
43+ 0.32% |
$4.6K - $5.24K
|
13.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 0.51% |
$4.28K - $4.87K
|
7.89K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
40+ 0.28% |
$4.28K - $4.87K
|
14.2K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37+ 1.98% |
$3.96K - $4.5K
|
1.91K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 28.8% |
$3.85K - $4.38K
|
161
$19.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
34+ 42.5% |
$3.64K - $4.14K
|
114
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
33+ 1.12% |
$3.53K - $4.02K
|
2.97K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30+ 0.33% |
$3.21K - $3.65K
|
9.23K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23+ 0.65% |
$2.46K - $2.8K
|
3.54K
$419K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
23New |
$2.46K - $2.8K
|
23
$2.72K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
22New |
$2.35K - $2.68K
|
22
$2.61K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$2.14K - $2.44K
|
20
$2.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20+ 0.97% |
$2.14K - $2.44K
|
2.08K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
20+ 0.08% |
$2.14K - $2.44K
|
24.1K
$2.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$1.92K - $2.19K
|
18
$2.13K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
18+ 78.26% |
$1.92K - $2.19K
|
41
$4.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
17+ 0.92% |
$1.82K - $2.07K
|
1.86K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17+ 1.18% |
$1.82K - $2.07K
|
1.46K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 160.0% |
$1.71K - $1.95K
|
26
$3.08K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13+ 100.0% |
$1.39K - $1.58K
|
26
$3.08K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
11+ 0.8% |
$1.18K - $1.34K
|
1.39K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$1.18K - $1.34K
|
11
$1.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.11% |
$1.07K - $1.22K
|
9.12K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
10New |
$1.07K - $1.22K
|
10
$1.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 29.03% |
$962 - $1.1K
|
40
$4.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$962 - $1.1K
|
9
$1.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
8New |
$855 - $974
|
8
$947
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 2.93% |
$855 - $974
|
281
$33.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 15.22% |
$748 - $852
|
53
$6.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.21% |
$748 - $852
|
3.38K
$400K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6New |
$642 - $731
|
6
$710
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
6New |
$642 - $731
|
6
$710
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 1.97% |
$535 - $609
|
259
$30.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 4.08% |
$428 - $487
|
102
$12.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4New |
$428 - $487
|
4
$474
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4+ 16.67% |
$428 - $487
|
28
$3.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4+ 0.21% |
$428 - $487
|
1.95K
$231K
|