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 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.05% |
$627 - $748
|
5.72K
$2.07M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3- 0.34% |
$627 - $748
|
878
$318K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3- 0.05% |
$627 - $748
|
5.72K
$2.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-4- 0.37% |
$836 - $997
|
1.09K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 19.05% |
$836 - $997
|
17
$6.15K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-4- 0.17% |
$836 - $997
|
2.3K
$832K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5- 0.11% |
$1.05K - $1.25K
|
4.43K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5- 0.17% |
$1.05K - $1.25K
|
3K
$1.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-5- 0.05% |
$1.05K - $1.25K
|
9.5K
$3.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-5- 0.02% |
$1.05K - $1.25K
|
32.5K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5- 5.88% |
$1.05K - $1.25K
|
80
$29K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5- 0.43% |
$1.05K - $1.25K
|
1.15K
$417K
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$1.05K - $1.25K
|
26.7K
$9.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 0.82% |
$1.25K - $1.5K
|
723
$262K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6- 0.66% |
$1.25K - $1.5K
|
909
$329K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6- 50.0% |
$1.25K - $1.5K
|
6
$2.17K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7- 0.1% |
$1.46K - $1.75K
|
7.33K
$2.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-8- 1.82% |
$1.67K - $1.99K
|
432
$156K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-8- 0.05% |
$1.67K - $1.99K
|
15.3K
$5.53M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 20.93% |
$1.88K - $2.24K
|
34
$12.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-9- 0.74% |
$1.88K - $2.24K
|
1.2K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 30.0% |
$1.88K - $2.24K
|
21
$7.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.14% |
$2.09K - $2.49K
|
7.18K
$2.6M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-10- 5.46% |
$2.09K - $2.49K
|
173
$62.6K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 0.98% |
$2.09K - $2.49K
|
1.01K
$367K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 32.35% |
$2.3K - $2.74K
|
23
$8.33K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-12- 0.11% |
$2.51K - $2.99K
|
10.6K
$3.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12- 0.62% |
$2.51K - $2.99K
|
1.93K
$697K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-12- 0.44% |
$2.51K - $2.99K
|
2.71K
$980K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-12- 7.32% |
$2.51K - $2.99K
|
152
$55K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 0.09% |
$2.51K - $2.99K
|
13K
$4.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-13- 18.57% |
$2.72K - $3.24K
|
57
$20.6K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13- 0.65% |
$2.72K - $3.24K
|
1.97K
$714K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-15- 0.1% |
$3.14K - $3.74K
|
14.4K
$5.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 0.11% |
$3.14K - $3.74K
|
13.3K
$4.83M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-15- 1.53% |
$3.14K - $3.74K
|
963
$349K
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-15- 0.01% |
$3.14K - $3.74K
|
163K
$59M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-15- 0.44% |
$3.14K - $3.74K
|
3.37K
$1.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.78% |
$3.34K - $3.99K
|
2.03K
$735K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-16- 0.48% |
$3.34K - $3.99K
|
3.34K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17- 0.16% |
$3.55K - $4.24K
|
10.9K
$3.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 13.71% |
$3.55K - $4.24K
|
107
$38.7K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-17- 0.86% |
$3.55K - $4.24K
|
1.95K
$706K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 19.77% |
$3.55K - $4.24K
|
69
$25K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-17- 0.71% |
$3.55K - $4.24K
|
2.37K
$857K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18- 0.84% |
$3.76K - $4.49K
|
2.13K
$772K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-18- 1.15% |
$3.76K - $4.49K
|
1.55K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 7.32% |
$3.76K - $4.49K
|
228
$82.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19- 2.09% |
$3.97K - $4.74K
|
891
$323K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-19- 0.78% |
$3.97K - $4.74K
|
2.43K
$880K
|