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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
636+ 26.21% |
$210K - $232K
|
3.06K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
628+ 47.4% |
$207K - $230K
|
1.95K
$687K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
626+ 11.16% |
$207K - $229K
|
6.24K
$2.19M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
625+ 8.73% |
$206K - $228K
|
7.78K
$2.74M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
621New |
$205K - $227K
|
621
$218K
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
611+ 9.14% |
$202K - $223K
|
7.29K
$2.56M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
609+ 23.64% |
$201K - $223K
|
3.19K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
608+ 14.89% |
$201K - $222K
|
4.69K
$1.65M
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
602+ 38.15% |
$199K - $220K
|
2.18K
$766K
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
600New |
$198K - $219K
|
600
$211K
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
599New |
$198K - $219K
|
599
$211K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
596+ 4.52% |
$197K - $218K
|
13.8K
$4.84M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
589+ 65.23% |
$194K - $215K
|
1.49K
$524K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
587New |
$194K - $215K
|
587
$206K
|
|
May 15, 2025
Q1 2025
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
586+ 1.64% |
$193K - $214K
|
36.3K
$12.7M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
583New |
$192K - $213K
|
583
$205K
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
583New |
$192K - $213K
|
583
$205K
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
583New |
$192K - $213K
|
583
$205K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
575+ 3.14% |
$190K - $210K
|
18.9K
$6.64M
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
574New |
$190K - $210K
|
574
$202K
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
573New |
$189K - $209K
|
573
$201K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
569+ 2.98% |
$188K - $208K
|
19.7K
$6.92M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
565+ 32.43% |
$187K - $207K
|
2.31K
$811K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
562+ 6.73% |
$186K - $205K
|
8.91K
$3.13M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
559+ 77.53% |
$185K - $204K
|
1.28K
$450K
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
549+ 0.64% |
$181K - $201K
|
86.4K
$30.4M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
547+ 9.07% |
$181K - $200K
|
6.58K
$2.31M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
546+ 1.5% |
$180K - $200K
|
37K
$13M
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
546+ 13.76% |
$180K - $200K
|
4.52K
$1.59M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 1.09% |
$180K - $199K
|
50.6K
$17.8M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
531+ 387.59% |
$175K - $194K
|
668
$235K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
528+ 10.02% |
$174K - $193K
|
5.8K
$2.04M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
510+ 17.86% |
$168K - $186K
|
3.37K
$1.18M
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
508+ 9.44% |
$168K - $186K
|
5.89K
$2.07M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
502+ 79.3% |
$166K - $184K
|
1.14K
$399K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
496+ 8.9% |
$164K - $181K
|
6.07K
$2.13M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
489+ 12.29% |
$161K - $179K
|
4.47K
$1.57M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
487+ 76.09% |
$161K - $178K
|
1.13K
$396K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
487+ 54.41% |
$161K - $178K
|
1.38K
$486K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
481+ 35.95% |
$159K - $176K
|
1.82K
$639K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
473+ 13.25% |
$156K - $173K
|
4.04K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
467+ 10.18% |
$154K - $171K
|
5.06K
$1.78M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
465+ 10.86% |
$154K - $170K
|
4.75K
$1.67M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
457+ 11.41% |
$151K - $167K
|
4.46K
$1.57M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
443+ 60.11% |
$146K - $162K
|
1.18K
$415K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
443+ 18.62% |
$146K - $162K
|
2.82K
$992K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
438+ 0.21% |
$145K - $160K
|
213K
$74.9M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
430+ 0.79% |
$142K - $157K
|
54.9K
$19.3M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
428+ 0.69% |
$141K - $156K
|
62K
$21.8M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
419+ 1.61% |
$138K - $153K
|
26.5K
$9.31M
|