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 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
946+ 0.5% |
$198K - $236K
|
189K
$67.7M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
930New |
$194K - $232K
|
930
$333K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
924New |
$193K - $230K
|
924
$331K
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
922+ 11.14% |
$193K - $230K
|
9.2K
$3.29M
|
|
Apr 18, 2023
Q1 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
917+ 0.57% |
$192K - $229K
|
163K
$58.4M
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
909+ 23.75% |
$190K - $227K
|
4.74K
$1.69M
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
900+ 8.65% |
$188K - $224K
|
11.3K
$4.04M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
899New |
$188K - $224K
|
899
$322K
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
880+ 102.09% |
$184K - $219K
|
1.74K
$623K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
852+ 1252.94% |
$178K - $212K
|
920
$329K
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
817+ 1.67% |
$171K - $204K
|
49.8K
$17.8M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
802+ 11.13% |
$168K - $200K
|
8.01K
$2.86M
|
|
May 10, 2023
Q1 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
800+ 16.23% |
$167K - $199K
|
5.73K
$2.05M
|
|
May 05, 2023
Q1 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
797+ 0.18% |
$167K - $199K
|
432K
$155M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
762+ 30.38% |
$159K - $190K
|
3.27K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
751+ 4.72% |
$157K - $187K
|
16.7K
$5.96M
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
750+ 9.51% |
$157K - $187K
|
8.64K
$3.09M
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
739+ 1.25% |
$154K - $184K
|
59.7K
$21.3M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 1.09% |
$146K - $175K
|
64.8K
$23.2M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
697+ 1.96% |
$146K - $174K
|
36.3K
$13M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
696+ 0.47% |
$146K - $174K
|
149K
$53.3M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
684+ 47.8% |
$143K - $171K
|
2.12K
$757K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
674New |
$141K - $168K
|
674
$241K
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
670+ 21.95% |
$140K - $167K
|
3.72K
$1.33M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
660+ 8.64% |
$138K - $165K
|
8.3K
$2.97M
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
658+ 23.43% |
$138K - $164K
|
3.47K
$1.24M
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
650+ 0.61% |
$136K - $162K
|
108K
$38.6M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
650+ 2.29% |
$136K - $162K
|
29K
$10.4M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
650+ 8.5% |
$136K - $162K
|
8.3K
$2.97M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
646+ 3.93% |
$135K - $161K
|
17.1K
$6.11M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
645+ 1.96% |
$135K - $161K
|
33.6K
$12M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
640+ 27.49% |
$134K - $160K
|
2.97K
$1.06M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
628New |
$131K - $157K
|
628
$225K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
612New |
$128K - $153K
|
612
$219K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
609+ 8.53% |
$127K - $152K
|
7.75K
$2.77M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
594+ 7.94% |
$124K - $148K
|
8.08K
$2.89M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
581New |
$121K - $145K
|
581
$208K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
578+ 7.74% |
$121K - $144K
|
8.05K
$2.88M
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
560+ 47.9% |
$117K - $140K
|
1.73K
$619K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
559+ 9.9% |
$117K - $139K
|
6.2K
$2.22M
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
555+ 1.61% |
$116K - $138K
|
35K
$12.5M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
550+ 20.22% |
$115K - $137K
|
3.27K
$1.17M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
548+ 3.47% |
$115K - $137K
|
16.3K
$5.84M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
537+ 11.81% |
$112K - $134K
|
5.08K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
536+ 4.74% |
$112K - $134K
|
11.8K
$4.24M
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
517+ 0.89% |
$108K - $129K
|
58.6K
$21M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493+ 3286.67% |
$103K - $123K
|
508
$182K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
476+ 42.16% |
$99.5K - $119K
|
1.61K
$574K
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
468+ 1.89% |
$97.8K - $117K
|
25.2K
$9.03M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
452+ 3.22% |
$94.5K - $113K
|
14.5K
$5.18M
|