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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.03% |
$292 - $338
|
98
$32.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.06% |
$292 - $338
|
1.63K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 6.25% |
$292 - $338
|
17
$5.71K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$292 - $338
|
2.98K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.37% |
$292 - $338
|
272
$91.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.61% |
$292 - $338
|
164
$55.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.01% |
$292 - $338
|
13.9K
$4.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$292 - $338
|
1.07K
$361K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 4.55% |
$292 - $338
|
21
$7.06K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1- 0.25% |
$292 - $338
|
399
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$292 - $338
|
1.85K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.39% |
$292 - $338
|
258
$86.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1- 1.43% |
$292 - $338
|
69
$23.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-2- 0.99% |
$584 - $676
|
201
$67.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.3% |
$584 - $676
|
673
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.24% |
$584 - $676
|
848
$285K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2- 0.08% |
$584 - $676
|
2.39K
$802K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-2- 0.05% |
$584 - $676
|
4.37K
$1.47M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 66.67% |
$584 - $676
|
1
$336
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-3- 0.83% |
$876 - $1.01K
|
358
$120K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-3- 0.41% |
$876 - $1.01K
|
735
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 7.14% |
$876 - $1.01K
|
39
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 5.0% |
$876 - $1.01K
|
57
$19.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3- 0.24% |
$876 - $1.01K
|
1.27K
$425K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4- 0.13% |
$1.17K - $1.35K
|
3K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 0.86% |
$1.17K - $1.35K
|
462
$155K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 6.35% |
$1.17K - $1.35K
|
59
$19.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4- 0.03% |
$1.17K - $1.35K
|
12.4K
$4.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5- 0.93% |
$1.46K - $1.69K
|
535
$180K
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
SELL
|
- |
-5- 0.54% |
$1.46K - $1.69K
|
926
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.55% |
$1.46K - $1.69K
|
910
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5- 0.07% |
$1.46K - $1.69K
|
7.57K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 4.85% |
$1.46K - $1.69K
|
98
$32.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5- 0.66% |
$1.46K - $1.69K
|
757
$254K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6- 0.47% |
$1.75K - $2.03K
|
1.26K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 40.0% |
$1.75K - $2.03K
|
9
$3.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-6- 0.23% |
$1.75K - $2.03K
|
2.61K
$876K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-7- 0.85% |
$2.04K - $2.37K
|
816
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 4.0% |
$2.04K - $2.37K
|
168
$56.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7- 36.84% |
$2.04K - $2.37K
|
12
$4.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7- 0.23% |
$2.04K - $2.37K
|
3.04K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8- 4.85% |
$2.34K - $2.71K
|
157
$52.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8- 0.61% |
$2.34K - $2.71K
|
1.29K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-8- 0.33% |
$2.34K - $2.71K
|
2.39K
$802K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-9- 0.66% |
$2.63K - $3.04K
|
1.35K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-9- 0.95% |
$2.63K - $3.04K
|
941
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-9- 30.0% |
$2.63K - $3.04K
|
21
$7.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-9- 0.35% |
$2.63K - $3.04K
|
2.56K
$862K
|