Purchases and Sales Made in Q1 2024 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q1 2024. 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 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 9.88% |
$20.1K - $23.6K
|
756
$253K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
68+ 0.78% |
$20.1K - $23.6K
|
8.82K
$2.95M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
66+ 11.22% |
$19.5K - $22.9K
|
654
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
65+ 1.15% |
$19.2K - $22.6K
|
5.7K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
64+ 2.69% |
$18.9K - $22.2K
|
2.44K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
64+ 7.73% |
$18.9K - $22.2K
|
892
$298K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
63+ 1.99% |
$18.6K - $21.9K
|
3.23K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
62+ 4.4% |
$18.3K - $21.5K
|
1.47K
$492K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
61+ 0.96% |
$18K - $21.2K
|
6.4K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
60+ 45.8% |
$17.7K - $20.8K
|
191
$63.9K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
60+ 7.85% |
$17.7K - $20.8K
|
824
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
59+ 4.16% |
$17.5K - $20.5K
|
1.48K
$494K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
59+ 0.71% |
$17.5K - $20.5K
|
8.35K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
58+ 0.55% |
$17.2K - $20.1K
|
10.7K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58+ 3.45% |
$17.2K - $20.1K
|
1.74K
$582K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
57+ 0.12% |
$16.9K - $19.8K
|
48.6K
$16.3M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
55+ 3.05% |
$16.3K - $19.1K
|
1.86K
$622K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
54+ 6.27% |
$16K - $18.8K
|
915
$306K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
54+ 0.76% |
$16K - $18.8K
|
7.16K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
53+ 2.95% |
$15.7K - $18.4K
|
1.85K
$618K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.33% |
$15.4K - $18.1K
|
15.6K
$5.23M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
52+ 1.41% |
$15.4K - $18.1K
|
3.73K
$1.25M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
52+ 4.16% |
$15.4K - $18.1K
|
1.3K
$435K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52+ 1.86% |
$15.4K - $18.1K
|
2.85K
$952K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 9.53% |
$15.1K - $17.7K
|
586
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
50New |
$14.8K - $17.4K
|
50
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50+ 0.2% |
$14.8K - $17.4K
|
24.7K
$8.27M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
49+ 90.74% |
$14.5K - $17K
|
103
$34.4K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
47+ 7.24% |
$13.9K - $16.3K
|
696
$233K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
46+ 15.23% |
$13.6K - $16K
|
348
$116K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45+ 0.72% |
$13.3K - $15.6K
|
6.26K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44+ 5.84% |
$13K - $15.3K
|
798
$267K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
44+ 3.96% |
$13K - $15.3K
|
1.15K
$386K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
44+ 0.49% |
$13K - $15.3K
|
8.94K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
44+ 0.39% |
$13K - $15.3K
|
11.3K
$3.78M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
42+ 6.19% |
$12.4K - $14.6K
|
721
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40+ 8.77% |
$11.8K - $13.9K
|
496
$166K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
40+ 200.0% |
$11.8K - $13.9K
|
60
$20.1K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
39+ 6.5% |
$11.5K - $13.5K
|
639
$214K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38+ 5.71% |
$11.2K - $13.2K
|
704
$235K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
38+ 5.41% |
$11.2K - $13.2K
|
740
$247K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
38+ 24.68% |
$11.2K - $13.2K
|
192
$64.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
37+ 3.35% |
$10.9K - $12.9K
|
1.14K
$381K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
37+ 3.71% |
$10.9K - $12.9K
|
1.03K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
37New |
$10.9K - $12.9K
|
37
$12.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
36New |
$10.6K - $12.5K
|
36
$12K
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
35+ 0.72% |
$10.4K - $12.2K
|
4.91K
$1.64M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 1.26% |
$10.4K - $12.2K
|
2.81K
$940K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
34+ 340.0% |
$10.1K - $11.8K
|
44
$14.7K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
33New |
$9.76K - $11.5K
|
33
$11K
|