Latest Institutional Transactions on Sherwin Williams CO (SHW)
This table provides information on the latest institutional transactions involving Sherwin Williams CO (SHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5- 4.5% |
$1.48K - $1.74K
|
106
$36K
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-35- 0.01% |
$10.4K - $12.2K
|
397K
$135M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-53- 0.87% |
$15.7K - $18.4K
|
6.05K
$2.06M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
591New |
$175K - $205K
|
591
$201K
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
878New |
$260K - $305K
|
878
$298K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
53+ 2.95% |
$15.7K - $18.4K
|
1.85K
$628K
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
BUY
|
- |
9.25K+ 879.28% |
$2.74M - $3.21M
|
10.3K
$3.5M
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
36New |
$10.6K - $12.5K
|
36
$12.2K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-18- 0.92% |
$5.32K - $6.25K
|
1.93K
$656K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-98- 0.59% |
$29K - $34K
|
16.6K
$5.64M
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-118- 14.36% |
$34.9K - $41K
|
704
$239K
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-3.6K- 29.27% |
$1.06M - $1.25M
|
8.7K
$2.96M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.12K- 50.0% |
$1.22M - $1.43M
|
4.12K
$1.4M
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
804New |
$238K - $279K
|
804
$273K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.33KNew |
$395K - $463K
|
1.33K
$453K
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-215- 55.99% |
$63.6K - $74.7K
|
169
$57.4K
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.2KNew |
$651K - $764K
|
2.2K
$748K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-6.99K- 70.01% |
$2.07M - $2.43M
|
3K
$1.02M
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-16- 0.55% |
$4.73K - $5.56K
|
2.89K
$982K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
27New |
$7.99K - $9.38K
|
27
$9.18K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-65- 2.39% |
$19.2K - $22.6K
|
2.65K
$902K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.88KNew |
$852K - $1M
|
2.88K
$979K
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
32+ 2.35% |
$9.46K - $11.1K
|
1.39K
$474K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
50New |
$14.8K - $17.4K
|
50
$17K
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
324+ 109.09% |
$95.8K - $113K
|
621
$211K
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-28.5K- 36.27% |
$8.44M - $9.91M
|
50.2K
$17M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
346New |
$102K - $120K
|
346
$118K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-88- 2.06% |
$26K - $30.6K
|
4.18K
$1.42M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
481+ 7.64% |
$142K - $167K
|
6.78K
$2.3M
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.3KNew |
$3.63M - $4.26M
|
12.3K
$4.17M
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.37K+ 36.67% |
$406K - $477K
|
5.12K
$1.74M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-149- 86.13% |
$44.1K - $51.8K
|
24
$8.16K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1New |
$296 - $347
|
1
$340
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.7KNew |
$7M - $8.22M
|
23.7K
$8.05M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$887 - $1.04K
|
3
$1.02K
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-6- 0.65% |
$1.77K - $2.08K
|
915
$311K
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
18+ 2.32% |
$5.32K - $6.25K
|
795
$270K
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-200- 21.88% |
$59.2K - $69.5K
|
714
$243K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-138- 93.88% |
$40.8K - $47.9K
|
9
$3.06K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
50.6K+ 3.47% |
$11.9M - $15.8M
|
1.51M
$513M
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
17New |
$3.99K - $5.33K
|
17
$5.78K
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
24KNew |
$5.64M - $7.52M
|
24K
$8.16M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
84New |
$19.7K - $26.3K
|
84
$28.6K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
600New |
$141K - $188K
|
600
$204K
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
742New |
$174K - $232K
|
742
$252K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.83KClosed |
$430K - $574K
|
0
$0
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
20New |
$4.7K - $6.27K
|
20
$6.8K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.15KNew |
$739K - $986K
|
3.15K
$1.07M
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.35K- 24.67% |
$316K - $422K
|
4.11K
$1.4M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
50New |
$11.7K - $15.7K
|
50
$17K
|