Purchases and Sales Made in Q2 2022 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
23+ 1.54% |
$5.04K - $6.5K
|
1.51K
$535K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22+ 1.82% |
$4.82K - $6.22K
|
1.23K
$436K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
22+ 2.07% |
$4.82K - $6.22K
|
1.08K
$384K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 5.9% |
$4.6K - $5.93K
|
377
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
21New |
$4.6K - $5.93K
|
21
$7.43K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
21New |
$4.6K - $5.93K
|
21
$7.43K
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
BUY
|
- |
20+ 0.29% |
$4.38K - $5.65K
|
6.96K
$2.46M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19+ 0.05% |
$4.16K - $5.37K
|
37.9K
$13.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
19+ 146.15% |
$4.16K - $5.37K
|
32
$11.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18+ 4.18% |
$3.94K - $5.09K
|
449
$159K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
18+ 0.59% |
$3.94K - $5.09K
|
3.05K
$1.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
18+ 0.94% |
$3.94K - $5.09K
|
1.93K
$684K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.59% |
$3.94K - $5.09K
|
3.05K
$1.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 80.95% |
$3.72K - $4.8K
|
38
$13.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
16New |
$3.5K - $4.52K
|
16
$5.66K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$3.5K - $4.52K
|
5.18K
$1.83M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
15+ 1.35% |
$3.28K - $4.24K
|
1.13K
$400K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.57% |
$3.28K - $4.24K
|
2.66K
$940K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
14+ 0.27% |
$3.07K - $3.96K
|
5.23K
$1.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
14+ 0.9% |
$3.07K - $3.96K
|
1.57K
$555K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.15% |
$3.07K - $3.96K
|
9.21K
$3.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 86.67% |
$2.85K - $3.67K
|
28
$9.91K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
13+ 1.07% |
$2.85K - $3.67K
|
1.23K
$434K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 7.69% |
$2.63K - $3.39K
|
168
$59.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
12+ 0.24% |
$2.63K - $3.39K
|
4.98K
$1.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
11+ 12.5% |
$2.41K - $3.11K
|
99
$35K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11+ 0.12% |
$2.41K - $3.11K
|
9.12K
$3.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 5.52% |
$2.19K - $2.83K
|
191
$67.6K
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10+ 0.18% |
$2.19K - $2.83K
|
5.62K
$1.99M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 10.53% |
$2.19K - $2.83K
|
105
$37.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 8.82% |
$1.97K - $2.54K
|
111
$39.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9+ 0.31% |
$1.97K - $2.54K
|
2.93K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9+ 0.12% |
$1.97K - $2.54K
|
7.55K
$2.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$1.75K - $2.26K
|
8
$2.83K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.22% |
$1.53K - $1.98K
|
3.13K
$1.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Fidato Wealth LLC
|
BUY
|
- |
7+ 0.21% |
$1.53K - $1.98K
|
3.3K
$1.17M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7+ 0.7% |
$1.53K - $1.98K
|
1.01K
$356K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6New |
$1.31K - $1.7K
|
6
$2.12K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6New |
$1.31K - $1.7K
|
6
$2.12K
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6+ 0.02% |
$1.31K - $1.7K
|
35.8K
$12.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.21% |
$1.31K - $1.7K
|
2.86K
$1.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 13.33% |
$1.31K - $1.7K
|
51
$18.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.25% |
$1.31K - $1.7K
|
2.39K
$845K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
5+ 0.04% |
$1.09K - $1.41K
|
11.8K
$4.18M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5New |
$1.09K - $1.41K
|
5
$1.77K
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$876 - $1.13K
|
1.76K
$622K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4+ 0.26% |
$876 - $1.13K
|
1.53K
$540K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$876 - $1.13K
|
4
$1.42K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 22.22% |
$876 - $1.13K
|
22
$7.79K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 3.7% |
$657 - $848
|
84
$29.7K
|