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 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.01% |
$887 - $1.04K
|
25.6K
$8.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$887 - $1.04K
|
4.94K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3- 0.22% |
$887 - $1.04K
|
1.34K
$447K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.03% |
$887 - $1.04K
|
11.2K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-3- 8.11% |
$887 - $1.04K
|
34
$11.4K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-3- 0.45% |
$887 - $1.04K
|
661
$221K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$887 - $1.04K
|
12.8K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.81% |
$887 - $1.04K
|
163
$54.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3- 0.3% |
$887 - $1.04K
|
1.01K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-4- 0.19% |
$1.18K - $1.39K
|
2.16K
$722K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-4- 3.88% |
$1.18K - $1.39K
|
99
$33.1K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4- 0.04% |
$1.18K - $1.39K
|
11.3K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4- 0.16% |
$1.18K - $1.39K
|
2.51K
$841K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-5- 0.08% |
$1.48K - $1.74K
|
6.55K
$2.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-5- 0.2% |
$1.48K - $1.74K
|
2.53K
$846K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5- 4.39% |
$1.48K - $1.74K
|
109
$36.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-5- 0.34% |
$1.48K - $1.74K
|
1.46K
$487K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-5- 0.26% |
$1.48K - $1.74K
|
1.95K
$651K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5- 1.93% |
$1.48K - $1.74K
|
254
$84.9K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5- 0.14% |
$1.48K - $1.74K
|
3.46K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.77% |
$1.48K - $1.74K
|
647
$216K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5- 0.5% |
$1.48K - $1.74K
|
995
$333K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5- 4.5% |
$1.48K - $1.74K
|
106
$35.4K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5- 0.76% |
$1.48K - $1.74K
|
651
$218K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-6- 0.65% |
$1.77K - $2.08K
|
915
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 33.33% |
$1.77K - $2.08K
|
12
$4.01K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6- 0.5% |
$1.77K - $2.08K
|
1.19K
$397K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-6- 0.29% |
$1.77K - $2.08K
|
2.03K
$679K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-7- 1.02% |
$2.07K - $2.43K
|
681
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7- 3.14% |
$2.07K - $2.43K
|
216
$72.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-7- 0.43% |
$2.07K - $2.43K
|
1.63K
$544K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 0.64% |
$2.07K - $2.43K
|
1.09K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7- 0.31% |
$2.07K - $2.43K
|
2.28K
$762K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-8- 2.17% |
$2.37K - $2.78K
|
361
$121K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-8- 8.08% |
$2.37K - $2.78K
|
91
$30.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8- 18.18% |
$2.37K - $2.78K
|
36
$12K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-8- 34.78% |
$2.37K - $2.78K
|
15
$5.02K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-8- 0.61% |
$2.37K - $2.78K
|
1.29K
$433K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-10- 0.11% |
$2.96K - $3.47K
|
8.87K
$2.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 5.41% |
$2.96K - $3.47K
|
175
$58.5K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 5.95% |
$2.96K - $3.47K
|
158
$52.8K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10- 0.89% |
$2.96K - $3.47K
|
1.11K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10- 0.12% |
$2.96K - $3.47K
|
8.61K
$2.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-11- 0.63% |
$3.25K - $3.82K
|
1.74K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11- 0.78% |
$3.25K - $3.82K
|
1.41K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-12- 1.09% |
$3.55K - $4.17K
|
1.09K
$363K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-12- 3.95% |
$3.55K - $4.17K
|
292
$97.6K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12- 0.86% |
$3.55K - $4.17K
|
1.38K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12- 1.24% |
$3.55K - $4.17K
|
958
$320K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-12- 1.46% |
$3.55K - $4.17K
|
809
$271K
|