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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$2.07K - $2.43K
|
7
$2.42K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
6+ 0.13% |
$1.77K - $2.08K
|
4.65K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.94% |
$1.48K - $1.74K
|
537
$186K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
5+ 0.45% |
$1.48K - $1.74K
|
1.11K
$385K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.28% |
$1.18K - $1.39K
|
1.42K
$490K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4+ 0.53% |
$1.18K - $1.39K
|
757
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.13% |
$1.18K - $1.39K
|
3K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 10.53% |
$1.18K - $1.39K
|
42
$14.5K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 17.39% |
$1.18K - $1.39K
|
27
$9.33K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 6.78% |
$1.18K - $1.39K
|
63
$21.8K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 80.0% |
$1.18K - $1.39K
|
9
$3.11K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3+ 0.17% |
$887 - $1.04K
|
1.78K
$616K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$887 - $1.04K
|
3
$1.04K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.14% |
$887 - $1.04K
|
2.08K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.18% |
$887 - $1.04K
|
1.69K
$583K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 18.75% |
$887 - $1.04K
|
19
$6.56K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$887 - $1.04K
|
3
$1.04K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.24% |
$887 - $1.04K
|
1.23K
$425K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2+ 0.06% |
$592 - $695
|
3.12K
$1.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2+ 1.0% |
$592 - $695
|
203
$70.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.18% |
$592 - $695
|
1.13K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2+ 0.24% |
$592 - $695
|
827
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.15% |
$592 - $695
|
1.33K
$461K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.11% |
$592 - $695
|
1.83K
$630K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.1% |
$592 - $695
|
1.95K
$675K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
2+ 0.16% |
$592 - $695
|
1.27K
$438K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
2+ 0.07% |
$592 - $695
|
2.73K
$943K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.06% |
$296 - $347
|
1.78K
$616K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.21% |
$296 - $347
|
481
$166K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1New |
$296 - $347
|
1
$345
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$296 - $347
|
675
$233K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$296 - $347
|
819
$283K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.05% |
$296 - $347
|
1.86K
$641K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 4.76% |
$296 - $347
|
22
$7.6K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.25% |
$296 - $347
|
400
$138K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.67% |
$296 - $347
|
16
$5.53K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1+ 0.04% |
$296 - $347
|
2.61K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.09% |
$296 - $347
|
1.1K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.14% |
$296 - $347
|
726
$251K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$296 - $347
|
12.8K
$4.41M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1- 0.11% |
$296 - $347
|
943
$326K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 0.55% |
$296 - $347
|
180
$62.2K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 2.44% |
$296 - $347
|
40
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.33% |
$296 - $347
|
302
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2- 0.13% |
$592 - $695
|
1.55K
$537K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 2.33% |
$592 - $695
|
84
$29K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2- 2.7% |
$592 - $695
|
72
$24.9K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2- 0.33% |
$592 - $695
|
604
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.01% |
$887 - $1.04K
|
25.6K
$8.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$887 - $1.04K
|
4.94K
$1.71M
|