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 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$1.67K - $1.99K
|
4.07K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$1.67K - $1.99K
|
8
$3.11K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
8+ 0.24% |
$1.67K - $1.99K
|
3.34K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
8+ 4.71% |
$1.67K - $1.99K
|
178
$69.1K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.26% |
$1.67K - $1.99K
|
3.13K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.42% |
$1.46K - $1.75K
|
1.68K
$654K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
7+ 0.01% |
$1.46K - $1.75K
|
99.3K
$38.5M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.02% |
$1.46K - $1.75K
|
29.7K
$11.5M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
7New |
$1.46K - $1.75K
|
7
$2.72K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.25% |
$1.25K - $1.5K
|
2.4K
$930K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6New |
$1.25K - $1.5K
|
6
$2.33K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5+ 0.13% |
$1.05K - $1.25K
|
3.83K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$836 - $997
|
4
$1.55K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
4+ 0.35% |
$836 - $997
|
1.16K
$449K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 26.67% |
$836 - $997
|
19
$7.38K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 2.38% |
$836 - $997
|
172
$66.8K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3+ 0.25% |
$627 - $748
|
1.18K
$460K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3+ 0.32% |
$627 - $748
|
941
$365K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3+ 0.12% |
$627 - $748
|
2.52K
$978K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 50.0% |
$627 - $748
|
9
$3.49K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.33% |
$627 - $748
|
899
$349K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.24% |
$627 - $748
|
1.24K
$483K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 3.37% |
$627 - $748
|
92
$35.7K
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3+ 0.28% |
$627 - $748
|
1.08K
$417K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.35% |
$418 - $499
|
569
$221K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.76% |
$418 - $499
|
266
$103K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.16% |
$418 - $499
|
1.24K
$481K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.16% |
$418 - $499
|
1.22K
$475K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 8.0% |
$418 - $499
|
27
$10.5K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.02% |
$418 - $499
|
9.06K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.08% |
$209 - $249
|
1.33K
$514K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $249
|
5.9K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$209 - $249
|
1
$388
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $249
|
5.71K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$209 - $249
|
1.11K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$209 - $249
|
1.34K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 1.32% |
$209 - $249
|
77
$29.9K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $249
|
5.71K
$2.22M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $249
|
5.71K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1- 0.01% |
$209 - $249
|
6.94K
$2.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1- 0.08% |
$209 - $249
|
1.19K
$462K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1- -0.0% |
$209 - $249
|
37.3K
$14.5M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$209 - $249
|
1.95K
$758K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.02% |
$209 - $249
|
97
$37.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-2- 0.06% |
$418 - $499
|
3.3K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 7.32% |
$627 - $748
|
38
$14.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.1% |
$627 - $748
|
2.92K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3- 0.21% |
$627 - $748
|
1.45K
$562K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.17% |
$627 - $748
|
1.74K
$676K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3- 0.09% |
$627 - $748
|
3.46K
$1.34M
|