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 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9New |
$2K - $2.39K
|
9
$3.22K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8+ 0.24% |
$1.78K - $2.12K
|
3.35K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
7+ 0.05% |
$1.56K - $1.86K
|
15K
$5.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 1.83% |
$1.56K - $1.86K
|
390
$140K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$1.56K - $1.86K
|
7
$2.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.05% |
$1.33K - $1.59K
|
12.4K
$4.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.55% |
$1.33K - $1.59K
|
1.1K
$394K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6New |
$1.33K - $1.59K
|
6
$2.15K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
6+ 0.15% |
$1.33K - $1.59K
|
3.89K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$1.33K - $1.59K
|
4.07K
$1.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 2.26% |
$1.33K - $1.59K
|
272
$97.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.24% |
$1.33K - $1.59K
|
2.52K
$904K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 1.82% |
$1.33K - $1.59K
|
336
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 8.22% |
$1.33K - $1.59K
|
79
$28.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 0.69% |
$1.11K - $1.33K
|
728
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.06% |
$1.11K - $1.33K
|
7.77K
$2.78M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$889 - $1.06K
|
1.77K
$635K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.31% |
$889 - $1.06K
|
1.3K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 5.8% |
$889 - $1.06K
|
73
$26.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.76% |
$889 - $1.06K
|
527
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.24% |
$667 - $797
|
1.24K
$445K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$667 - $797
|
3
$1.07K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3+ 0.07% |
$667 - $797
|
4.16K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 15.0% |
$667 - $797
|
23
$8.24K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$667 - $797
|
3
$1.07K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$667 - $797
|
3
$1.07K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 11.76% |
$444 - $531
|
19
$6.81K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
2+ 2.78% |
$444 - $531
|
74
$26.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 10.53% |
$444 - $531
|
21
$7.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2+ 0.15% |
$444 - $531
|
1.33K
$475K
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.19% |
$444 - $531
|
1.08K
$386K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1+ 0.27% |
$222 - $266
|
365
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.24% |
$222 - $266
|
417
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$222 - $266
|
1.11K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$222 - $266
|
2.93K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$222 - $266
|
4.31K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.02% |
$222 - $266
|
5.72K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1- 0.04% |
$222 - $266
|
2.4K
$858K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.02% |
$222 - $266
|
5.72K
$2.05M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2- 0.15% |
$444 - $531
|
1.3K
$465K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.26% |
$667 - $797
|
1.15K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3- 3.9% |
$667 - $797
|
74
$26.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3- 0.02% |
$667 - $797
|
14.2K
$5.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3- 0.15% |
$667 - $797
|
2.06K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 2.33% |
$889 - $1.06K
|
168
$60.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 21.74% |
$1.11K - $1.33K
|
18
$6.45K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.47% |
$1.11K - $1.33K
|
1.05K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6- 0.49% |
$1.33K - $1.59K
|
1.21K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6- 1.44% |
$1.33K - $1.59K
|
411
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7- 0.15% |
$1.56K - $1.86K
|
4.74K
$1.7M
|