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 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
416+ 34.1% |
$87K - $104K
|
1.64K
$635K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
404New |
$84.5K - $101K
|
404
$157K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
400+ 24.0% |
$83.6K - $99.7K
|
2.07K
$803K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
399+ 8.25% |
$83.4K - $99.5K
|
5.23K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
398+ 0.01% |
$83.2K - $99.2K
|
2.89M
$1.12B
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
380+ 4.12% |
$79.4K - $94.8K
|
9.6K
$3.73M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
380+ 3.95% |
$79.4K - $94.8K
|
10K
$3.89M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
369New |
$77.1K - $92K
|
369
$143K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
368+ 11.11% |
$76.9K - $91.8K
|
3.68K
$1.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
360+ 36.18% |
$75.3K - $89.8K
|
1.36K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
357+ 5.24% |
$74.6K - $89K
|
7.17K
$2.78M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
356+ 4.54% |
$74.4K - $88.8K
|
8.2K
$3.18M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
350+ 3.87% |
$73.2K - $87.3K
|
9.4K
$3.65M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
348+ 2.62% |
$72.8K - $86.8K
|
13.6K
$5.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
331+ 17.06% |
$69.2K - $82.5K
|
2.27K
$882K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
325+ 16.92% |
$67.9K - $81K
|
2.25K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
325+ 20.78% |
$67.9K - $81K
|
1.89K
$733K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
323+ 15.42% |
$67.5K - $80.5K
|
2.42K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
319+ 3.99% |
$66.7K - $79.5K
|
8.31K
$3.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
299+ 17.0% |
$62.5K - $74.6K
|
2.06K
$799K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
296+ 18.91% |
$61.9K - $73.8K
|
1.86K
$723K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
284+ 7.2% |
$59.4K - $70.8K
|
4.23K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
281+ 22.66% |
$58.7K - $70.1K
|
1.52K
$591K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
279+ 24.26% |
$58.3K - $69.6K
|
1.43K
$555K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
277+ 4.3% |
$57.9K - $69.1K
|
6.72K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
275+ 5.59% |
$57.5K - $68.6K
|
5.19K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
264+ 10.17% |
$55.2K - $65.8K
|
2.86K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
262+ 25.24% |
$54.8K - $65.3K
|
1.3K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
260+ 4.87% |
$54.4K - $64.8K
|
5.6K
$2.17M
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
258+ 3.21% |
$53.9K - $64.3K
|
8.29K
$3.22M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
255+ 187.5% |
$53.3K - $63.6K
|
391
$152K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
242+ 69.34% |
$50.6K - $60.3K
|
591
$229K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
242+ 14.84% |
$50.6K - $60.3K
|
1.87K
$727K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
240+ 0.3% |
$50.2K - $59.8K
|
81.2K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
240+ 6.23% |
$50.2K - $59.8K
|
4.09K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
239+ 6.35% |
$50K - $59.6K
|
4K
$1.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
235+ 11.33% |
$49.1K - $58.6K
|
2.31K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
234+ 8.99% |
$48.9K - $58.4K
|
2.84K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
230+ 0.5% |
$48.1K - $57.4K
|
45.9K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
229+ 0.33% |
$47.9K - $57.1K
|
70.5K
$27.4M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
228+ 6.71% |
$47.7K - $56.9K
|
3.63K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
218+ 161.48% |
$45.6K - $54.4K
|
353
$137K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
217+ 2.18% |
$45.4K - $54.1K
|
10.2K
$3.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
212+ 2.72% |
$44.3K - $52.9K
|
7.99K
$3.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
211+ 0.46% |
$44.1K - $52.6K
|
45.9K
$17.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
209+ 3.85% |
$43.7K - $52.1K
|
5.64K
$2.19M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
206+ 6.06% |
$43.1K - $51.4K
|
3.61K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
202+ 0.93% |
$42.2K - $50.4K
|
22K
$8.55M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.47% |
$41.8K - $49.9K
|
42.6K
$16.5M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
200+ 9.86% |
$41.8K - $49.9K
|
2.23K
$866K
|