Purchases and Sales Made in Q1 2023 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q1 2023. The information is specifically focused on institutions that hold shares of SHERWIN WILLIAMS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.66% |
$20.9K - $24.9K
|
15.3K
$6.06M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
100+ 0.39% |
$20.9K - $24.9K
|
25.8K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
99+ 0.46% |
$20.7K - $24.7K
|
21.8K
$8.63M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
99+ 9.08% |
$20.7K - $24.7K
|
1.19K
$471K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
97+ 4.85% |
$20.3K - $24.2K
|
2.1K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
97+ 5.03% |
$20.3K - $24.2K
|
2.03K
$802K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
95+ 0.38% |
$19.9K - $23.7K
|
24.8K
$9.81M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
95+ 296.88% |
$19.9K - $23.7K
|
127
$50.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
93+ 3.15% |
$19.4K - $23.2K
|
3.05K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
92+ 1.17% |
$19.2K - $22.9K
|
7.93K
$3.14M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
89+ 3.67% |
$18.6K - $22.2K
|
2.52K
$997K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
89+ 1.51% |
$18.6K - $22.2K
|
5.97K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
86+ 3.34% |
$18K - $21.4K
|
2.66K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
85+ 3.88% |
$17.8K - $21.2K
|
2.28K
$902K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
85+ 0.24% |
$17.8K - $21.2K
|
34.8K
$13.8M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
83+ 7.5% |
$17.4K - $20.7K
|
1.19K
$471K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
82+ 2.52% |
$17.1K - $20.4K
|
3.34K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
81+ 1.69% |
$16.9K - $20.2K
|
4.88K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
79+ 3.43% |
$16.5K - $19.7K
|
2.38K
$943K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
76+ 7.68% |
$15.9K - $19K
|
1.07K
$422K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 4.9% |
$15.7K - $18.7K
|
1.61K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
73+ 3.03% |
$15.3K - $18.2K
|
2.49K
$985K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
71+ 0.87% |
$14.8K - $17.7K
|
8.2K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
70+ 43.75% |
$14.6K - $17.5K
|
230
$91.1K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
69+ 5.05% |
$14.4K - $17.2K
|
1.44K
$568K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
65+ 309.52% |
$13.6K - $16.2K
|
86
$34.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
65+ 4.55% |
$13.6K - $16.2K
|
1.49K
$591K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
65+ 4.31% |
$13.6K - $16.2K
|
1.57K
$623K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
62+ 3.53% |
$13K - $15.5K
|
1.82K
$721K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
62+ 3.75% |
$13K - $15.5K
|
1.72K
$680K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
62+ 1.97% |
$13K - $15.5K
|
3.21K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
62+ 0.72% |
$13K - $15.5K
|
8.62K
$3.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
61+ 4.17% |
$12.8K - $15.2K
|
1.53K
$604K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
60+ 5.98% |
$12.5K - $15K
|
1.06K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
60+ 0.62% |
$12.5K - $15K
|
9.7K
$3.84M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
56+ 0.17% |
$11.7K - $14K
|
33.7K
$13.4M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55+ 0.61% |
$11.5K - $13.7K
|
9.12K
$3.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
51New |
$10.7K - $12.7K
|
51
$20.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 1.62% |
$10.7K - $12.7K
|
3.2K
$1.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
51+ 0.85% |
$10.7K - $12.7K
|
6.08K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
BUY
|
- |
50+ 0.08% |
$10.5K - $12.5K
|
59.9K
$23.7M
|
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
50+ 3.83% |
$10.5K - $12.5K
|
1.35K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
50+ 0.32% |
$10.5K - $12.5K
|
15.5K
$6.15M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
48+ 0.62% |
$10K - $12K
|
7.77K
$3.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
47+ 3.45% |
$9.83K - $11.7K
|
1.41K
$558K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
47+ 5.4% |
$9.83K - $11.7K
|
917
$363K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
46New |
$9.62K - $11.5K
|
46
$18.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
45+ 0.65% |
$9.41K - $11.2K
|
7.02K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
45New |
$9.41K - $11.2K
|
45
$17.8K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
45+ 1.47% |
$9.41K - $11.2K
|
3.12K
$1.23M
|