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SJM Holdings Changes image
This page summarizes the SJM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SJM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing SJM Share Count
Cutler Group LP 39 100 +61 +156.41%
City State Bank 20 48 +28 +140.00%
Caldwell Sutter Capital Inc. 25 50 +25 +100.00%
Pinnacle Bank 420 667 +247 +58.81%
Massmutual Trust Co. FSB ADV 609 898 +289 +47.45%
Exeter Financial LLC 6,774 9,615 +2,841 +41.94%
Palumbo Wealth Management LLC 8,777 11,350 +2,573 +29.32%
Hengehold Capital Management LLC 3,140 4,006 +866 +27.58%
Capital Advisors Ltd. LLC 25 31 +6 +24.00%
Mcdonald Partners LLC 24,544 29,115 +4,571 +18.62%
Sage Capital Advisors llc 28,646 32,943 +4,297 +15.00%
Diversified Trust Co 5,736 6,594 +858 +14.96%
New Mexico Educational Retirement Board 5,522 6,322 +800 +14.49%
Wiley BROS. Aintree Capital LLC 3,351 3,795 +444 +13.25%
Abundance Wealth Counselors 13,139 14,569 +1,430 +10.88%
First Financialcorp IN 400 443 +43 +10.75%
Veriti Management LLC 4,855 5,176 +321 +6.61%
Brookstone Capital Management 1,660 1,746 +86 +5.18%
Marshall Financial Group LLC 17,629 18,521 +892 +5.06%
First Hawaiian Bank 3,691 3,846 +155 +4.20%
Toth Financial Advisory Corp 27,228 28,218 +990 +3.64%
Valley National Advisers Inc. 284 294 +10 +3.52%
Benson Investment Management Company Inc. 33,800 34,432 +632 +1.87%
NBC Securities Inc. 186 188 +2 +1.08%
Sunbelt Securities Inc. 215 217 +2 +0.93%
MV Capital Management Inc. 109 110 +1 +0.92%
Gleason Group Inc. 1,789 1,805 +16 +0.89%
Daymark Wealth Partners LLC 49,791 50,156 +365 +0.73%
Cullen Investment Group LTD. 7,725 7,774 +49 +0.63%
Barrett & Company Inc. 588 591 +3 +0.51%
Czech National Bank 18,588 18,676 +88 +0.47%
S.A. Mason LLC 3,525 3,535 +10 +0.28%
Douglas Lane & Associates LLC 226,776 227,190 +414 +0.18%
13F Filers Reporting New Positions In SJM
West Paces Advisors Inc. 0 0 UNCH 100%
OLD National Bancorp IN 0 2,620 +2,620 +100%
Fulton Bank N.A. 0 3,179 +3,179 +100%
Aviance Capital Partners LLC 0 3,889 +3,889 +100%
AMF Pensionsforsakring AB 0 190,429 +190,429 +100%
Buckingham Capital Management Inc. 0 3,460 +3,460 +100%
SeaCrest Wealth Management LLC 0 1,599 +1,599 +100%
Future Financial Wealth Managment LLC 0 7 +7 +100%
CVA Family Office LLC 0 10 +10 +100%
Wedmont Private Capital 0 2,532 +2,532 +100%
KFG Wealth Management LLC 0 1,850 +1,850 +100%
Global Assets Advisory LLC 0 12,473 +12,473 +100%
Guidance Capital Inc. 0 6,629 +6,629 +100%
13F Filers With Unchanged Share Count
Rowland & Co. Investment Counsel ADV 4,944 4,944 UNCH 0.00%
State of Michigan Retirement System 33,461 33,461 UNCH 0.00%
ST Germain D J Co. Inc. 447 447 UNCH 0.00%
Salem Investment Counselors Inc. 560 560 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 5,206 5,206 UNCH 0.00%
Congress Asset Management Co. MA 1,918 1,918 UNCH 0.00%
Guyasuta Investment Advisors Inc. 1,603 1,603 UNCH 0.00%
Stephenson National Bank & Trust 49 49 UNCH 0.00%
Hudson Valley Investment Advisors Inc. ADV 7,565 7,565 UNCH 0.00%
Tompkins Financial Corp 235 235 UNCH 0.00%
Adirondack Trust Co. 1,587 1,587 UNCH 0.00%
Farmers Trust Co. 9,822 9,822 UNCH 0.00%
Adams Asset Advisors LLC 38,688 38,688 UNCH 0.00%
Harbor Investment Advisory LLC 273 273 UNCH 0.00%
Moller Financial Services 1,778 1,778 UNCH 0.00%
Perkins Coie Trust Co 392 392 UNCH 0.00%
Private Ocean LLC 17 17 UNCH 0.00%
MCF Advisors LLC 205 205 UNCH 0.00%
Pensionfund Sabic 9,400 9,400 UNCH 0.00%
Westhampton Capital LLC 5,980 5,980 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 133 133 UNCH 0.00%
Alpha Omega Wealth Management LLC 10,416 10,416 UNCH 0.00%
Baker Chad R 1,700 1,700 UNCH 0.00%
Kohmann Bosshard Financial Services LLC 2,066 2,066 UNCH 0.00%
Symmetry Partners LLC 1,933 1,933 UNCH 0.00%
Northwest Capital Management Inc 12 12 UNCH 0.00%
Versant Capital Management Inc 15 15 UNCH 0.00%
Criterion Capital Advisors LLC 540 540 UNCH 0.00%
HBW Advisory Services LLC 1,526 1,526 UNCH 0.00%
Maryland State Retirement & Pension System 7,902 7,902 UNCH 0.00%
Birch Capital Management LLC 100 100 UNCH 0.00%
Atticus Wealth Management LLC 124 124 UNCH 0.00%
Tsfg LLC 7 7 UNCH 0.00%
Wolff Wiese Magana LLC 105 105 UNCH 0.00%
Iron Horse Wealth Management LLC 13 13 UNCH 0.00%
SOA Wealth Advisors LLC. 1 1 UNCH 0.00%
Piscataqua Savings Bank 125 125 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 860 860 UNCH 0.00%
SJS Investment Consulting Inc. 7 7 UNCH 0.00%
Red Tortoise LLC 43 43 UNCH 0.00%
Armstrong Advisory Group Inc. 53 53 UNCH 0.00%
Fortitude Family Office LLC 19 19 UNCH 0.00%
Financial Perspectives Inc 2 2 UNCH 0.00%
GAMMA Investing LLC 1,416 1,416 UNCH 0.00%
Partnership Wealth Management LLC 45 45 UNCH 0.00%
13F Filers Decreasing SJM Share Count
Exchange Traded Concepts LLC 4,009 51 -3,958 -98.73%
Atlas Capital Advisors LLC 1,779 68 -1,711 -96.18%
Banque Cantonale Vaudoise 9,138 530 -8,608 -94.20%
Bangor Savings Bank 604 104 -500 -82.78%
Bank of New Hampshire 1,845 735 -1,110 -60.16%
Kesler Norman & Wride LLC 10,151 4,998 -5,153 -50.76%
LVW Advisors LLC 7,492 5,005 -2,487 -33.20%
Welch Group LLC 3,804 2,673 -1,131 -29.73%
CHICAGO TRUST Co NA 7,001 5,392 -1,609 -22.98%
Trust Point Inc. 5,687 4,577 -1,110 -19.52%
Los Angeles Capital Management & Equity Research Inc. 76,932 62,849 -14,083 -18.31%
Kingswood Wealth Advisors LLC 2,740 2,240 -500 -18.25%
Congress Wealth Management LLC DE 2,178 1,808 -370 -16.99%
State of Alaska Department of Revenue 38,682 32,712 -5,970 -15.43%
Burns J W & Co. Inc. NY 7,268 6,193 -1,075 -14.79%
Stratos Wealth Partners LTD. 4,794 4,274 -520 -10.85%
Manning & Napier Group LLC 37,477 34,047 -3,430 -9.15%
First Financial Bank Trust Division 2,489 2,269 -220 -8.84%
Foster & Motley Inc. 31,590 28,813 -2,777 -8.79%
DNB Asset Management AS 23,295 21,317 -1,978 -8.49%
JJJ Advisors Inc. 214 196 -18 -8.41%
Allspring Global Investments Holdings LLC 32,792 30,146 -2,646 -8.07%
Beese Fulmer Investment Management Inc. 17,878 16,435 -1,443 -8.07%
Sumitomo Mitsui Trust Holdings Inc. 369,188 340,431 -28,757 -7.79%
Bruce G. Allen Investments LLC 84 78 -6 -7.14%
Hennion & Walsh Asset Management Inc. 10,658 10,046 -612 -5.74%
Hartford Investment Management Co. 7,133 6,835 -298 -4.18%
Wealthfront Advisers LLC 42,697 41,051 -1,646 -3.86%
Gulf International Bank UK Ltd 9,112 8,774 -338 -3.71%
Radnor Capital Management LLC 9,789 9,441 -348 -3.56%
D. B. Root & Company LLC 8,046 7,773 -273 -3.39%
Baker Ellis Asset Management LLC 7,500 7,310 -190 -2.53%
Romano Brothers AND Company 3,164 3,089 -75 -2.37%
Wealth Enhancement Advisory Services LLC 15,816 15,466 -350 -2.21%
Coston McIsaac & Partners 48 47 -1 -2.08%
CWM LLC 201,607 199,200 -2,407 -1.19%
Curbstone Financial Management Corp 13,078 12,978 -100 -0.76%
International Assets Investment Management LLC 2,643 2,625 -18 -0.68%
AlphaMark Advisors LLC 914 908 -6 -0.66%
Gateway Investment Advisers LLC 1,839 1,829 -10 -0.54%
Hedeker Wealth LLC 15,018 14,971 -47 -0.31%
Park National Corp OH 2,923 2,914 -9 -0.31%
Flagship Harbor Advisors LLC 8,240 8,223 -17 -0.21%
Alaska Permanent Fund Corp 18,393 18,362 -31 -0.17%
Sound Income Strategies LLC 714 713 -1 -0.14%
Mather Group LLC. 2,385 2,383 -2 -0.08%
Tarbox Family Office Inc. 1,601 1,600 -1 -0.06%
Farmers & Merchants Investments Inc. 7,075 7,073 -2 -0.03%
13F Filers Exiting SJM
Cooksen Wealth LLC 260 0 -260 -100.00%
BKM Wealth Management LLC 140 0 -140 -100.00%
Arlington Trust Co LLC 5 0 -5 -100.00%
PFW Advisors LLC 6,704 0 -6,704 -100.00%
McGlone Suttner Wealth Management Inc. 840 0 -840 -100.00%
Retirement Guys Formula LLC 4,036 0 -4,036 -100.00%
GoalVest Advisory LLC 25 0 -25 -100.00%
Hexagon Capital Partners LLC 4 0 -4 -100.00%
Pacifica Partners Inc. 125 0 -125 -100.00%
Red Door Wealth Management LLC 1,662 0 -1,662 -100.00%
Hurlow Wealth Management Group Inc. 1,654 0 -1,654 -100.00%
Columbus Macro LLC 10,473 0 -10,473 -100.00%
Valeo Financial Advisors LLC 1,777 0 -1,777 -100.00%
Trilogy Capital Inc. 1,728 0 -1,728 -100.00%
Sawyer & Company Inc 373 0 -373 -100.00%
AdvisorNet Financial Inc 5 0 -5 -100.00%
Weiss Multi Strategy Advisers LLC 95,164 0 -95,164 -100.00%
Indiana Trust & Investment Management CO 30 0 -30 -100.00%
Azzad Asset Management Inc. ADV 14,994 0 -14,994 -100.00%
Baldwin Brothers Inc. MA 124 0 -124 -100.00%
Doliver Advisors LP 1,592 0 -1,592 -100.00%

See Summary: Institutional Holders of SJM
See Details: Top 10 Hedge Funds Holding SJM
Also See: SJM Insider Buying

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