Purchases and Sales Made in Q2 2024 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q2 2024. 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 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
310+ 19.17% |
$90.5K - $105K
|
1.93K
$677K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
303+ 18.87% |
$88.5K - $102K
|
1.91K
$671K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
303+ 2.4% |
$88.5K - $102K
|
12.9K
$4.54M
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300+ 59.64% |
$87.6K - $101K
|
803
$282K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
296+ 15.2% |
$86.4K - $100K
|
2.24K
$789K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
295+ 4.26% |
$86.1K - $99.8K
|
7.21K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
287+ 8.64% |
$83.8K - $97.1K
|
3.61K
$1.27M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
284+ 20.45% |
$82.9K - $96K
|
1.67K
$588K
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
282+ 1.4% |
$82.3K - $95.4K
|
20.5K
$7.2M
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
275+ 10.63% |
$80.3K - $93K
|
2.86K
$1.01M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
274+ 6.36% |
$80K - $92.7K
|
4.58K
$1.61M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
259+ 12.36% |
$75.6K - $87.6K
|
2.35K
$828K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
252+ 37.89% |
$73.6K - $85.2K
|
917
$322K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
245+ 23.56% |
$71.5K - $82.8K
|
1.29K
$452K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
242+ 2.87% |
$70.7K - $81.8K
|
8.68K
$3.05M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
241+ 11.91% |
$70.4K - $81.5K
|
2.27K
$796K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
238+ 10.1% |
$69.5K - $80.5K
|
2.6K
$912K
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
235+ 5.21% |
$68.6K - $79.5K
|
4.74K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
228+ 17.55% |
$66.6K - $77.1K
|
1.53K
$537K
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
227+ 8.02% |
$66.3K - $76.8K
|
3.06K
$1.08M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
225New |
$65.7K - $76.1K
|
225
$79.1K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
222+ 27.07% |
$64.8K - $75.1K
|
1.04K
$366K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
218+ 7.25% |
$63.6K - $73.7K
|
3.23K
$1.13M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
207+ 1.03% |
$60.4K - $70K
|
20.3K
$7.15M
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
200+ 1.31% |
$58.4K - $67.6K
|
15.4K
$5.42M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
199+ 0.29% |
$58.1K - $67.3K
|
70K
$24.6M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198+ 3.93% |
$57.8K - $67K
|
5.23K
$1.84M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
193+ 7.9% |
$56.3K - $65.3K
|
2.64K
$927K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
177+ 453.85% |
$51.7K - $59.9K
|
216
$75.9K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
176+ 5.38% |
$51.4K - $59.5K
|
3.45K
$1.21M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
175+ 4.67% |
$51.1K - $59.2K
|
3.92K
$1.38M
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
175+ 1.19% |
$51.1K - $59.2K
|
14.9K
$5.25M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
172+ 22.31% |
$50.2K - $58.2K
|
943
$332K
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
169+ 1.95% |
$49.3K - $57.1K
|
8.85K
$3.11M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
166+ 4.74% |
$48.5K - $56.1K
|
3.67K
$1.29M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
166+ 4.45% |
$48.5K - $56.1K
|
3.9K
$1.37M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
160+ 8.86% |
$46.7K - $54.1K
|
1.97K
$691K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
158+ 1.49% |
$46.1K - $53.4K
|
10.8K
$3.79M
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
158+ 2.21% |
$46.1K - $53.4K
|
7.32K
$2.57M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
155+ 4.81% |
$45.3K - $52.4K
|
3.38K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149+ 2.45% |
$43.5K - $50.4K
|
6.23K
$2.19M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
148+ 11.56% |
$43.2K - $50K
|
1.43K
$502K
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
147+ 0.9% |
$42.9K - $49.7K
|
16.5K
$5.8M
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
145+ 17.1% |
$42.3K - $49K
|
993
$349K
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
145+ 10.25% |
$42.3K - $49K
|
1.56K
$548K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
141+ 4.83% |
$41.2K - $47.7K
|
3.06K
$1.08M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
140+ 4.31% |
$40.9K - $47.3K
|
3.39K
$1.19M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
139+ 3.21% |
$40.6K - $47K
|
4.47K
$1.57M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
138New |
$40.3K - $46.7K
|
138
$48.5K
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
138+ 3.28% |
$40.3K - $46.7K
|
4.34K
$1.53M
|