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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
8New |
$2.64K - $2.92K
|
8
$2.81K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
8+ 0.13% |
$2.64K - $2.92K
|
5.97K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
8New |
$2.64K - $2.92K
|
8
$2.81K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 0.29% |
$2.31K - $2.56K
|
2.43K
$854K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 43.75% |
$2.31K - $2.56K
|
23
$8.09K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7+ 1.13% |
$2.31K - $2.56K
|
629
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 15.38% |
$1.98K - $2.19K
|
45
$15.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 0.13% |
$1.98K - $2.19K
|
4.63K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6+ 1.0% |
$1.98K - $2.19K
|
609
$214K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 4.69% |
$1.98K - $2.19K
|
134
$47.1K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.64% |
$1.98K - $2.19K
|
941
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.81% |
$1.65K - $1.83K
|
624
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5+ 0.33% |
$1.65K - $1.83K
|
1.52K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.4% |
$1.65K - $1.83K
|
1.25K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$1.65K - $1.83K
|
5
$1.76K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5+ 0.7% |
$1.65K - $1.83K
|
716
$252K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5+ 0.07% |
$1.65K - $1.83K
|
6.72K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.62% |
$1.32K - $1.46K
|
651
$229K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.53% |
$1.32K - $1.46K
|
755
$265K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.32K - $1.46K
|
912
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
4+ 0.21% |
$1.32K - $1.46K
|
1.89K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.32K - $1.46K
|
920
$323K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$1.32K - $1.46K
|
1.77K
$622K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4+ 7.27% |
$1.32K - $1.46K
|
59
$20.7K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 6.56% |
$1.32K - $1.46K
|
65
$22.9K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4+ 8.89% |
$1.32K - $1.46K
|
49
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4New |
$1.32K - $1.46K
|
4
$1.41K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4New |
$1.32K - $1.46K
|
4
$1.41K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$990 - $1.1K
|
46.6K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3New |
$990 - $1.1K
|
3
$1.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.1% |
$990 - $1.1K
|
2.98K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.66% |
$990 - $1.1K
|
459
$161K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3New |
$990 - $1.1K
|
3
$1.05K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3+ 0.04% |
$990 - $1.1K
|
7.95K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3+ 0.02% |
$990 - $1.1K
|
18.3K
$6.44M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3New |
$990 - $1.1K
|
3
$1.05K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.25% |
$990 - $1.1K
|
1.21K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.29% |
$990 - $1.1K
|
1.04K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3+ 0.09% |
$990 - $1.1K
|
3.29K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3New |
$990 - $1.1K
|
3
$1.05K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$990 - $1.1K
|
3
$1.05K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$660 - $731
|
2
$703
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 28.57% |
$660 - $731
|
9
$3.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
2+ 0.11% |
$660 - $731
|
1.82K
$639K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 50.0% |
$660 - $731
|
6
$2.11K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$660 - $731
|
2
$703
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 0.53% |
$660 - $731
|
379
$133K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.81% |
$660 - $731
|
248
$87.2K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.68% |
$660 - $731
|
121
$42.5K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$660 - $731
|
626
$220K
|