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
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
12+ 0.25% |
$3.5K - $4.06K
|
4.87K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
11New |
$3.21K - $3.72K
|
11
$3.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11+ 0.07% |
$3.21K - $3.72K
|
15.6K
$5.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
10+ 3.17% |
$2.92K - $3.38K
|
325
$109K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 38.46% |
$2.92K - $3.38K
|
36
$12.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10+ 0.99% |
$2.92K - $3.38K
|
1.02K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
10+ 0.67% |
$2.92K - $3.38K
|
1.5K
$502K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 21.74% |
$2.92K - $3.38K
|
56
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
10New |
$2.92K - $3.38K
|
10
$3.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidato Wealth LLC
|
BUY
|
- |
10+ 0.23% |
$2.92K - $3.38K
|
4.28K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9New |
$2.63K - $3.04K
|
9
$3.02K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
9New |
$2.63K - $3.04K
|
9
$3.02K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9+ 0.06% |
$2.63K - $3.04K
|
13.9K
$4.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.56% |
$2.63K - $3.04K
|
1.61K
$541K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9+ 0.24% |
$2.63K - $3.04K
|
3.74K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.24% |
$2.34K - $2.71K
|
3.3K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.99% |
$2.04K - $2.37K
|
714
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
6+ 0.19% |
$1.75K - $2.03K
|
3.13K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
6+ 7.14% |
$1.75K - $2.03K
|
90
$30.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$1.46K - $1.69K
|
5
$1.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$1.46K - $1.69K
|
4.05K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$1.46K - $1.69K
|
5
$1.68K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 0.18% |
$1.46K - $1.69K
|
2.86K
$959K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.21% |
$1.46K - $1.69K
|
2.41K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 6.85% |
$1.46K - $1.69K
|
78
$26.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.28% |
$1.17K - $1.35K
|
1.42K
$478K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4+ 8.16% |
$1.17K - $1.35K
|
53
$17.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4New |
$1.17K - $1.35K
|
4
$1.34K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.35% |
$1.17K - $1.35K
|
1.14K
$383K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
4+ 0.44% |
$1.17K - $1.35K
|
908
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4+ 0.05% |
$1.17K - $1.35K
|
8.44K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
4+ 2.08% |
$1.17K - $1.35K
|
196
$65.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4+ 0.39% |
$1.17K - $1.35K
|
1.03K
$347K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.14% |
$876 - $1.01K
|
2.08K
$700K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3+ 0.03% |
$876 - $1.01K
|
8.9K
$2.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 42.86% |
$876 - $1.01K
|
10
$3.36K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.3% |
$876 - $1.01K
|
1K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3New |
$876 - $1.01K
|
3
$1.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.24% |
$876 - $1.01K
|
1.23K
$415K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.2% |
$876 - $1.01K
|
1.52K
$510K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$584 - $676
|
922
$310K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$584 - $676
|
2
$672
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.28% |
$584 - $676
|
715
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.1% |
$584 - $676
|
1.97K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$584 - $676
|
855
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2+ 0.23% |
$584 - $676
|
861
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$584 - $676
|
2
$672
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.2% |
$292 - $338
|
497
$167K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.21% |
$292 - $338
|
482
$162K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.05% |
$292 - $338
|
1.86K
$624K
|