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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
32+ 1.65% |
$9.46K - $11.1K
|
1.97K
$680K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
30+ 0.4% |
$8.87K - $10.4K
|
7.53K
$2.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 3.9% |
$8.87K - $10.4K
|
800
$276K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 5.93% |
$8.87K - $10.4K
|
536
$185K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
30New |
$8.87K - $10.4K
|
30
$10.4K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
30+ 0.54% |
$8.87K - $10.4K
|
5.63K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30+ 9.97% |
$8.87K - $10.4K
|
331
$114K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
29+ 4.24% |
$8.58K - $10.1K
|
713
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
29+ 3.52% |
$8.58K - $10.1K
|
853
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$8.28K - $9.73K
|
28
$9.67K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 2.89% |
$8.28K - $9.73K
|
998
$345K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 0.55% |
$8.28K - $9.73K
|
5.16K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
27New |
$7.99K - $9.38K
|
27
$9.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 1.68% |
$7.99K - $9.38K
|
1.64K
$565K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
26+ 5.54% |
$7.69K - $9.03K
|
495
$171K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25+ 0.68% |
$7.39K - $8.68K
|
3.71K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24+ 160.0% |
$7.1K - $8.34K
|
39
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24+ 0.94% |
$7.1K - $8.34K
|
2.58K
$893K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.22% |
$6.51K - $7.64K
|
10.1K
$3.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20+ 0.14% |
$5.92K - $6.95K
|
14.5K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 39.22% |
$5.92K - $6.95K
|
71
$24.5K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
20+ 2.14% |
$5.92K - $6.95K
|
955
$330K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
19+ 2.2% |
$5.62K - $6.6K
|
881
$304K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
18+ 2.32% |
$5.32K - $6.25K
|
795
$275K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.23% |
$5.03K - $5.9K
|
7.47K
$2.58M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
16+ 0.46% |
$4.73K - $5.56K
|
3.5K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.11% |
$4.73K - $5.56K
|
15K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
16+ 0.85% |
$4.73K - $5.56K
|
1.9K
$656K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15+ 3.83% |
$4.44K - $5.21K
|
407
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
15+ 1.27% |
$4.44K - $5.21K
|
1.2K
$414K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13+ 0.38% |
$3.85K - $4.52K
|
3.46K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.56% |
$3.85K - $4.52K
|
2.33K
$803K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
13+ 0.43% |
$3.85K - $4.52K
|
3.06K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
12+ 0.35% |
$3.55K - $4.17K
|
3.49K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
12+ 0.5% |
$3.55K - $4.17K
|
2.39K
$826K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 0.34% |
$3.25K - $3.82K
|
3.27K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9+ 0.96% |
$2.66K - $3.13K
|
950
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Fidato Wealth LLC
|
BUY
|
- |
9+ 0.21% |
$2.66K - $3.13K
|
4.27K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.99% |
$2.66K - $3.13K
|
918
$317K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
9+ 0.59% |
$2.66K - $3.13K
|
1.54K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
8+ 0.08% |
$2.37K - $2.78K
|
10.6K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8+ 44.44% |
$2.37K - $2.78K
|
26
$8.98K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 18.18% |
$2.37K - $2.78K
|
52
$18K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.21% |
$2.37K - $2.78K
|
3.73K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.09% |
$2.37K - $2.78K
|
8.99K
$3.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
7+ 0.66% |
$2.07K - $2.43K
|
1.07K
$368K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
7+ 1.83% |
$2.07K - $2.43K
|
389
$134K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
7+ 0.55% |
$2.07K - $2.43K
|
1.28K
$441K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.21% |
$2.07K - $2.43K
|
3.29K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 1.91% |
$2.07K - $2.43K
|
374
$129K
|