Purchases and Sales Made in Q1 2025 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q1 2025. 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, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
52+ 5.49% |
$17.2K - $19K
|
999
$351K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
52+ 9.52% |
$17.2K - $19K
|
598
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
52+ 0.24% |
$17.2K - $19K
|
21.4K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
52+ 7.82% |
$17.2K - $19K
|
717
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
51+ 7.02% |
$16.8K - $18.6K
|
778
$273K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
51+ 4.7% |
$16.8K - $18.6K
|
1.14K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
51+ 0.1% |
$16.8K - $18.6K
|
49.1K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
49+ 0.12% |
$16.2K - $17.9K
|
41.4K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
47+ 6.47% |
$15.5K - $17.2K
|
773
$272K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
47+ 0.96% |
$15.5K - $17.2K
|
4.92K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
45+ 2.76% |
$14.9K - $16.4K
|
1.68K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
45+ 10.27% |
$14.9K - $16.4K
|
483
$170K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
45+ 0.35% |
$14.9K - $16.4K
|
12.8K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 1.06% |
$14.2K - $15.7K
|
4.08K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
42New |
$13.9K - $15.4K
|
42
$14.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
41+ 5.08% |
$13.5K - $15K
|
848
$298K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
40+ 4.14% |
$13.2K - $14.6K
|
1.01K
$354K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40+ 0.96% |
$13.2K - $14.6K
|
4.2K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
39+ 5.6% |
$12.9K - $14.3K
|
736
$259K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
39+ 0.43% |
$12.9K - $14.3K
|
9.02K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
38+ 1.32% |
$12.5K - $13.9K
|
2.92K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
38New |
$12.5K - $13.9K
|
38
$13.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 7.17% |
$12.2K - $13.5K
|
553
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
36+ 2.17% |
$11.9K - $13.2K
|
1.7K
$596K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
36+ 1.59% |
$11.9K - $13.2K
|
2.3K
$808K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 257.14% |
$11.9K - $13.2K
|
50
$17.6K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
36+ 2.55% |
$11.9K - $13.2K
|
1.45K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
36+ 1.51% |
$11.9K - $13.2K
|
2.42K
$850K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
35+ 4.86% |
$11.6K - $12.8K
|
755
$265K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
35New |
$11.6K - $12.8K
|
35
$12.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
34+ 8.81% |
$11.2K - $12.4K
|
420
$148K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
33+ 3.1% |
$10.9K - $12.1K
|
1.1K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33+ 1.26% |
$10.9K - $12.1K
|
2.66K
$933K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32+ 4.22% |
$10.6K - $11.7K
|
791
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
28+ 1.81% |
$9.24K - $10.2K
|
1.58K
$555K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27+ 0.37% |
$8.91K - $9.87K
|
7.28K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
27+ 1.54% |
$8.91K - $9.87K
|
1.78K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.48% |
$8.91K - $9.87K
|
5.68K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 1.15% |
$8.58K - $9.5K
|
2.29K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 2.45% |
$8.58K - $9.5K
|
1.09K
$382K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
24+ 3.75% |
$7.92K - $8.77K
|
664
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
23+ 0.98% |
$7.59K - $8.41K
|
2.38K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
23+ 1.05% |
$7.59K - $8.41K
|
2.22K
$780K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.82% |
$7.59K - $8.41K
|
2.82K
$991K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22+ 733.33% |
$7.26K - $8.04K
|
25
$8.79K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
21+ 2.2% |
$6.93K - $7.68K
|
977
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
20+ 0.05% |
$6.6K - $7.31K
|
42.6K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20+ 0.75% |
$6.6K - $7.31K
|
2.67K
$939K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
20+ 0.37% |
$6.6K - $7.31K
|
5.42K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
19+ 1.69% |
$6.27K - $6.95K
|
1.15K
$403K
|