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
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-120- 12.08% |
$35K - $40.6K
|
873
$307K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-122- 10.76% |
$35.6K - $41.3K
|
1.01K
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-124- 7.86% |
$36.2K - $41.9K
|
1.45K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-124- 15.23% |
$36.2K - $41.9K
|
690
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-126- 1.92% |
$36.8K - $42.6K
|
6.45K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-133- 1.09% |
$38.8K - $45K
|
12K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-133- 8.4% |
$38.8K - $45K
|
1.45K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-134- 8.26% |
$39.1K - $45.3K
|
1.49K
$523K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-135- 0.99% |
$39.4K - $45.7K
|
13.6K
$4.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-135- 5.76% |
$39.4K - $45.7K
|
2.21K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-135- 3.59% |
$39.4K - $45.7K
|
3.62K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-137- 12.57% |
$40K - $46.3K
|
953
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-137- 2.25% |
$40K - $46.3K
|
5.96K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-139- 1.8% |
$40.6K - $47K
|
7.59K
$2.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-139- 2.61% |
$40.6K - $47K
|
5.18K
$1.82M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-140- 2.46% |
$40.9K - $47.3K
|
5.56K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-140- 44.59% |
$40.9K - $47.3K
|
174
$61.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-144- 1.43% |
$42K - $48.7K
|
9.93K
$3.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-150- 2.63% |
$43.8K - $50.7K
|
5.56K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-150- 9.38% |
$43.8K - $50.7K
|
1.45K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-153- 0.63% |
$44.7K - $51.7K
|
24K
$8.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-161- 0.55% |
$47K - $54.4K
|
29K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-164- 0.41% |
$47.9K - $55.5K
|
39.8K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-169- 5.36% |
$49.3K - $57.1K
|
2.99K
$1.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-176- 3.36% |
$51.4K - $59.5K
|
5.06K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-176- 6.53% |
$51.4K - $59.5K
|
2.52K
$886K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-176- 2.02% |
$51.4K - $59.5K
|
8.55K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-179- 1.11% |
$52.3K - $60.5K
|
15.9K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-180- 1.61% |
$52.6K - $60.9K
|
11K
$3.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-183- 17.02% |
$53.4K - $61.9K
|
892
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-186- 8.41% |
$54.3K - $62.9K
|
2.03K
$712K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-187- 13.3% |
$54.6K - $63.2K
|
1.22K
$429K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-188- 2.24% |
$54.9K - $63.6K
|
8.21K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-189- 1.08% |
$55.2K - $63.9K
|
17.4K
$6.11M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-190- 0.23% |
$55.5K - $64.3K
|
84K
$29.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-194- 12.71% |
$56.6K - $65.6K
|
1.33K
$468K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-197- 1.74% |
$57.5K - $66.6K
|
11.1K
$3.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 2.19% |
$58.4K - $67.6K
|
8.95K
$3.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 3.27% |
$58.4K - $67.6K
|
5.91K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-201- 7.14% |
$58.7K - $68K
|
2.62K
$919K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-204- 10.45% |
$59.6K - $69K
|
1.75K
$614K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-208- 10.25% |
$60.7K - $70.3K
|
1.82K
$641K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-210- 17.24% |
$61.3K - $71K
|
1.01K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-218- 27.66% |
$63.6K - $73.7K
|
570
$200K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-223- 1.23% |
$65.1K - $75.4K
|
17.9K
$6.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-225- 0.85% |
$65.7K - $76.1K
|
26.3K
$9.24M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-231- 1.55% |
$67.4K - $78.1K
|
14.7K
$5.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-235- 10.47% |
$68.6K - $79.5K
|
2.01K
$707K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-235- 1.27% |
$68.6K - $79.5K
|
18.3K
$6.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-235- 13.14% |
$68.6K - $79.5K
|
1.55K
$546K
|