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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44+ 4.61% |
$9.2K - $11K
|
999
$362K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
42New |
$8.78K - $10.5K
|
42
$15.2K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
41+ 0.24% |
$8.57K - $10.2K
|
17.4K
$6.3M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
40+ 2.22% |
$8.36K - $9.97K
|
1.84K
$666K
|
|
|
Apr 27, 2023
Q1 2023
|
Homestead Advisers Corp
|
BUY
|
- |
38+ 14.02% |
$7.94K - $9.48K
|
309
$112K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
38+ 1.42% |
$7.94K - $9.48K
|
2.72K
$985K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
36+ 21.69% |
$7.53K - $8.98K
|
202
$73.1K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
36+ 1.83% |
$7.53K - $8.98K
|
2K
$725K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
35+ 1.98% |
$7.32K - $8.73K
|
1.8K
$653K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 233.33% |
$7.32K - $8.73K
|
50
$18.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
34+ 0.23% |
$7.11K - $8.48K
|
15K
$5.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
32+ 1.43% |
$6.69K - $7.98K
|
2.26K
$819K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
32+ 2.05% |
$6.69K - $7.98K
|
1.59K
$576K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
30New |
$6.27K - $7.48K
|
30
$10.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
30+ 2.43% |
$6.27K - $7.48K
|
1.26K
$458K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.9% |
$6.27K - $7.48K
|
3.37K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 5.03% |
$6.27K - $7.48K
|
626
$227K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
29+ 1.09% |
$6.06K - $7.23K
|
2.68K
$969K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
29+ 2.12% |
$6.06K - $7.23K
|
1.4K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
29+ 85.29% |
$6.06K - $7.23K
|
63
$22.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 2.14% |
$5.64K - $6.73K
|
1.29K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 4.08% |
$5.64K - $6.73K
|
689
$249K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
25New |
$5.23K - $6.23K
|
25
$9.05K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
24New |
$5.02K - $5.98K
|
24
$8.69K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24+ 20.69% |
$5.02K - $5.98K
|
140
$50.7K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
23+ 1.77% |
$4.81K - $5.74K
|
1.33K
$480K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 2.45% |
$4.81K - $5.74K
|
962
$348K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23+ 76.67% |
$4.81K - $5.74K
|
53
$19.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 6.09% |
$4.6K - $5.49K
|
383
$139K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.3% |
$4.6K - $5.49K
|
7.41K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20New |
$4.18K - $4.99K
|
20
$7.24K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
19+ 0.21% |
$3.97K - $4.74K
|
9.05K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 1.88% |
$3.97K - $4.74K
|
1.03K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
19+ 30.16% |
$3.97K - $4.74K
|
82
$29.7K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
18New |
$3.76K - $4.49K
|
18
$6.52K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$3.76K - $4.49K
|
18
$6.52K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 0.82% |
$3.76K - $4.49K
|
2.22K
$802K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18New |
$3.76K - $4.49K
|
18
$6.52K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
16+ 0.4% |
$3.34K - $3.99K
|
4K
$1.45M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16New |
$3.34K - $3.99K
|
16
$5.79K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
15+ 0.92% |
$3.14K - $3.74K
|
1.65K
$598K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
15+ 15.0% |
$3.14K - $3.74K
|
115
$41.6K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15New |
$3.14K - $3.74K
|
15
$5.43K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
13+ 0.04% |
$2.72K - $3.24K
|
37K
$13.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13+ 0.73% |
$2.72K - $3.24K
|
1.79K
$649K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
11+ 0.28% |
$2.3K - $2.74K
|
3.88K
$1.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$2.09K - $2.49K
|
10
$3.62K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 12.99% |
$2.09K - $2.49K
|
87
$31.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
9New |
$1.88K - $2.24K
|
9
$3.26K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 0.06% |
$1.88K - $2.24K
|
13.9K
$5.04M
|