Purchases and Sales Made in Q2 2023 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q2 2023. 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 02, 2023
Q2 2023
|
Saybrook Capital
|
BUY
|
- |
185+ 0.31% |
$41.1K - $49.1K
|
60.1K
$21.7M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
183+ 13.47% |
$40.7K - $48.6K
|
1.54K
$556K
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
177+ 1.85% |
$39.3K - $47K
|
9.72K
$3.51M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
174+ 27.8% |
$38.7K - $46.2K
|
800
$288K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
174+ 1.08% |
$38.7K - $46.2K
|
16.3K
$5.89M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
153+ 0.22% |
$34K - $40.6K
|
71K
$25.6M
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
148+ 3.1% |
$32.9K - $39.3K
|
4.93K
$1.78M
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
145+ 7.05% |
$32.2K - $38.5K
|
2.2K
$794K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
144+ 10.6% |
$32K - $38.2K
|
1.5K
$542K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
139+ 2.46% |
$30.9K - $36.9K
|
5.78K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
139+ 75.96% |
$30.9K - $36.9K
|
322
$116K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
138New |
$30.7K - $36.6K
|
138
$49.8K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
136+ 2.45% |
$30.2K - $36.1K
|
5.7K
$2.05M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
135+ 7.64% |
$30K - $35.8K
|
1.9K
$686K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
135New |
$30K - $35.8K
|
135
$48.7K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
133+ 1.84% |
$29.6K - $35.3K
|
7.35K
$2.65M
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
133+ 2.05% |
$29.6K - $35.3K
|
6.61K
$2.38M
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
132+ 13.66% |
$29.3K - $35K
|
1.1K
$396K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
126+ 0.41% |
$28K - $33.5K
|
31.1K
$11.2M
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
124+ 11.08% |
$27.6K - $32.9K
|
1.24K
$448K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
123+ 7.06% |
$27.3K - $32.7K
|
1.86K
$672K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
120+ 5.31% |
$26.7K - $31.9K
|
2.38K
$859K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
119+ 11.98% |
$26.4K - $31.6K
|
1.11K
$401K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
117+ 0.53% |
$26K - $31.1K
|
22.1K
$7.98M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
115+ 6.87% |
$25.6K - $30.5K
|
1.79K
$645K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
112+ 4.45% |
$24.9K - $29.7K
|
2.63K
$948K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
110+ 1.0% |
$24.4K - $29.2K
|
11.1K
$3.99M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
107+ 1.32% |
$23.8K - $28.4K
|
8.18K
$2.95M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
102+ 2.99% |
$22.7K - $27.1K
|
3.52K
$1.27M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
101+ 10.52% |
$22.4K - $26.8K
|
1.06K
$383K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
101+ 0.79% |
$22.4K - $26.8K
|
13K
$4.67M
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
101+ 7.49% |
$22.4K - $26.8K
|
1.45K
$523K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.61% |
$22.4K - $26.8K
|
16.8K
$6.04M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 5.07% |
$22.2K - $26.6K
|
2.07K
$747K
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
93+ 7.55% |
$20.7K - $24.7K
|
1.32K
$477K
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
93+ 41.15% |
$20.7K - $24.7K
|
319
$115K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
92+ 6.45% |
$20.4K - $24.4K
|
1.52K
$547K
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
89+ 3.99% |
$19.8K - $23.6K
|
2.32K
$836K
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
89+ 3.99% |
$19.8K - $23.6K
|
2.32K
$836K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
88+ 3.1% |
$19.6K - $23.4K
|
2.93K
$1.06M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
85+ 22.67% |
$18.9K - $22.6K
|
460
$166K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
85+ 0.29% |
$18.9K - $22.6K
|
29.1K
$10.5M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
83+ 5.24% |
$18.4K - $22K
|
1.67K
$601K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 6.78% |
$18.2K - $21.8K
|
1.29K
$466K
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
82+ 2.09% |
$18.2K - $21.8K
|
4K
$1.44M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
81New |
$18K - $21.5K
|
81
$29.2K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
81+ 8.22% |
$18K - $21.5K
|
1.07K
$384K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
81+ 8100.0% |
$18K - $21.5K
|
82
$29.6K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
81New |
$18K - $21.5K
|
81
$29.2K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
80+ 4.48% |
$17.8K - $21.2K
|
1.87K
$673K
|