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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
79+ 0.43% |
$17.6K - $21K
|
18.3K
$6.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
79+ 8.2% |
$17.6K - $21K
|
1.04K
$373K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
78+ 0.58% |
$17.3K - $20.7K
|
13.5K
$4.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
75+ 7.14% |
$16.7K - $19.9K
|
1.13K
$403K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
72+ 3.13% |
$16K - $19.1K
|
2.37K
$850K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
70+ 5.35% |
$15.6K - $18.6K
|
1.38K
$494K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
68+ 425.0% |
$15.1K - $18.1K
|
84
$30.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
67+ 2.69% |
$14.9K - $17.8K
|
2.56K
$916K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
67New |
$14.9K - $17.8K
|
67
$24K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
66+ 2.8% |
$14.7K - $17.5K
|
2.42K
$867K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
66+ 18.75% |
$14.7K - $17.5K
|
418
$150K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65New |
$14.4K - $17.3K
|
65
$23.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
62+ 2.28% |
$13.8K - $16.5K
|
2.78K
$997K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
60+ 18.99% |
$13.3K - $15.9K
|
376
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60+ 6.38% |
$13.3K - $15.9K
|
1K
$358K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
59+ 3.18% |
$13.1K - $15.7K
|
1.92K
$687K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
58+ 6.13% |
$12.9K - $15.4K
|
1K
$360K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
58New |
$12.9K - $15.4K
|
58
$20.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
57+ 0.6% |
$12.7K - $15.1K
|
9.63K
$3.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
57+ 27.94% |
$12.7K - $15.1K
|
261
$93.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
56+ 1.15% |
$12.4K - $14.9K
|
4.93K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
56+ 0.45% |
$12.4K - $14.9K
|
12.5K
$4.48M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
55+ 1.53% |
$12.2K - $14.6K
|
3.64K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
54+ 5.08% |
$12K - $14.3K
|
1.12K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
54+ 3.94% |
$12K - $14.3K
|
1.42K
$510K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
BUY
|
- |
53+ 0.21% |
$11.8K - $14.1K
|
24.8K
$8.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 155.88% |
$11.8K - $14.1K
|
87
$31.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51+ 1.72% |
$11.3K - $13.5K
|
3.02K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
50+ 2.11% |
$11.1K - $13.3K
|
2.42K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49New |
$10.9K - $13K
|
49
$17.5K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
48+ 11.59% |
$10.7K - $12.7K
|
462
$165K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
46+ 0.55% |
$10.2K - $12.2K
|
8.34K
$2.99M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 11.51% |
$10K - $11.9K
|
436
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
45+ 46.39% |
$10K - $11.9K
|
142
$50.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
44+ 0.35% |
$9.78K - $11.7K
|
12.4K
$4.46M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
43+ 0.4% |
$9.56K - $11.4K
|
10.8K
$3.86M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
43+ 6.76% |
$9.56K - $11.4K
|
679
$243K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
42+ 4.31% |
$9.33K - $11.2K
|
1.02K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41+ 0.32% |
$9.11K - $10.9K
|
13K
$4.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
39+ 1.76% |
$8.67K - $10.4K
|
2.26K
$808K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
39+ 19.5% |
$8.67K - $10.4K
|
239
$85.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.99% |
$8.44K - $10.1K
|
3.88K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
37+ 1.83% |
$8.22K - $9.82K
|
2.06K
$739K
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
33+ 2.44% |
$7.33K - $8.76K
|
1.39K
$497K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
33+ 0.39% |
$7.33K - $8.76K
|
8.42K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
33+ 1.39% |
$7.33K - $8.76K
|
2.41K
$865K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
31+ 1.27% |
$6.89K - $8.23K
|
2.48K
$887K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
30New |
$6.67K - $7.97K
|
30
$10.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 0.58% |
$6.44K - $7.7K
|
5.01K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
29New |
$6.44K - $7.7K
|
29
$10.4K
|