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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
29+ 0.41% |
$6.44K - $7.7K
|
7.14K
$2.56M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
28+ 2.01% |
$6.22K - $7.43K
|
1.42K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
28+ 0.61% |
$6.22K - $7.43K
|
4.65K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
28+ 0.4% |
$6.22K - $7.43K
|
6.97K
$2.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
27New |
$6K - $7.17K
|
27
$9.67K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
26+ 0.97% |
$5.78K - $6.9K
|
2.7K
$968K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26+ 2.81% |
$5.78K - $6.9K
|
950
$340K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 1.93% |
$5.78K - $6.9K
|
1.37K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 4.17% |
$5.78K - $6.9K
|
649
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
26+ 0.21% |
$5.78K - $6.9K
|
12.3K
$4.4M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
25+ 1.39% |
$5.56K - $6.64K
|
1.83K
$655K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25+ 1.49% |
$5.56K - $6.64K
|
1.7K
$609K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24+ 1.23% |
$5.33K - $6.37K
|
1.98K
$708K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
24+ 1.83% |
$5.33K - $6.37K
|
1.34K
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.59% |
$4.89K - $5.84K
|
872
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
20+ 0.9% |
$4.44K - $5.31K
|
2.25K
$807K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
20+ 1.11% |
$4.44K - $5.31K
|
1.83K
$654K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
20+ 0.81% |
$4.44K - $5.31K
|
2.5K
$895K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
20+ 0.22% |
$4.44K - $5.31K
|
9.22K
$3.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
19+ 0.65% |
$4.22K - $5.04K
|
2.92K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 1.47% |
$4.22K - $5.04K
|
1.31K
$469K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
19+ 0.7% |
$4.22K - $5.04K
|
2.72K
$973K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
19+ 0.12% |
$4.22K - $5.04K
|
16K
$5.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18+ 1.83% |
$4K - $4.78K
|
1K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18New |
$4K - $4.78K
|
18
$6.45K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
17+ 7.62% |
$3.78K - $4.51K
|
240
$86K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.1% |
$3.78K - $4.51K
|
17.1K
$6.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 177.78% |
$3.56K - $4.25K
|
25
$8.95K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
16+ 0.17% |
$3.56K - $4.25K
|
9.52K
$3.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16+ 0.89% |
$3.56K - $4.25K
|
1.81K
$648K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 38.1% |
$3.56K - $4.25K
|
58
$20.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 0.7% |
$3.33K - $3.98K
|
2.15K
$769K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 1.34% |
$3.33K - $3.98K
|
1.14K
$407K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$3.11K - $3.72K
|
14
$5.01K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
13+ 0.04% |
$2.89K - $3.45K
|
33.8K
$12.1M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
12+ 40.0% |
$2.67K - $3.19K
|
42
$15K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12+ 7.89% |
$2.67K - $3.19K
|
164
$58.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 3.13% |
$2.67K - $3.19K
|
396
$142K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.6% |
$2.44K - $2.92K
|
1.83K
$656K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
11+ 0.1% |
$2.44K - $2.92K
|
10.6K
$3.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
11+ 0.02% |
$2.44K - $2.92K
|
49K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11+ 1.02% |
$2.44K - $2.92K
|
1.09K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11+ 0.57% |
$2.44K - $2.92K
|
1.94K
$696K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
10+ 0.33% |
$2.22K - $2.66K
|
3.01K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10New |
$2.22K - $2.66K
|
10
$3.58K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
10+ 17.54% |
$2.22K - $2.66K
|
67
$24K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
10+ 0.32% |
$2.22K - $2.66K
|
3.09K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9+ 0.03% |
$2K - $2.39K
|
27.8K
$9.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
9+ 0.98% |
$2K - $2.39K
|
926
$332K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
9+ 0.54% |
$2K - $2.39K
|
1.68K
$601K
|