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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 6.43% |
$344K - $398K
|
19.5K
$6.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 3.51% |
$343K - $397K
|
34.7K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.16K+ 2.48% |
$339K - $392K
|
47.9K
$17.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.14K+ 29.16% |
$332K - $384K
|
5.03K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.11KNew |
$325K - $376K
|
1.11K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 1.44% |
$325K - $376K
|
78.6K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.1K+ 5.36% |
$321K - $372K
|
21.6K
$7.74M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.09K+ 3.79% |
$317K - $367K
|
29.7K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.07K+ 3.48% |
$314K - $363K
|
32K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.07KNew |
$312K - $361K
|
1.07K
$383K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 153.46% |
$311K - $360K
|
1.76K
$630K
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
BUY
|
- |
1.05K+ 8.98% |
$306K - $354K
|
12.7K
$4.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.04K+ 17.72% |
$305K - $353K
|
6.94K
$2.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
1.04K+ 180.17% |
$302K - $350K
|
1.61K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.03K+ 2.16% |
$302K - $349K
|
48.8K
$17.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.03K+ 9.0% |
$300K - $347K
|
12.4K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 3.21% |
$298K - $346K
|
32.9K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
1.01K+ 0.53% |
$296K - $343K
|
192K
$68.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 1.43% |
$295K - $342K
|
71.7K
$25.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.01K+ 3.26% |
$294K - $340K
|
31.9K
$11.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
972+ 9.46% |
$284K - $329K
|
11.3K
$4.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
968New |
$283K - $327K
|
968
$347K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
963+ 18.74% |
$281K - $326K
|
6.1K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
961New |
$281K - $325K
|
961
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
955+ 1.49% |
$279K - $323K
|
65.1K
$23.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
953New |
$278K - $322K
|
953
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
933+ 20.59% |
$272K - $316K
|
5.47K
$1.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
931+ 9.14% |
$272K - $315K
|
11.1K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
930New |
$272K - $314K
|
930
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
914New |
$267K - $309K
|
914
$327K
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
895New |
$261K - $303K
|
895
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
893+ 92.06% |
$261K - $302K
|
1.86K
$667K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
890+ 13.64% |
$260K - $301K
|
7.42K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
887New |
$259K - $300K
|
887
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
883+ 85.15% |
$258K - $299K
|
1.92K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
880New |
$257K - $298K
|
880
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
865New |
$253K - $293K
|
865
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
862New |
$252K - $291K
|
862
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
861+ 17.07% |
$251K - $291K
|
5.91K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
857New |
$250K - $290K
|
857
$307K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
840+ 46.31% |
$245K - $284K
|
2.65K
$951K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
830+ 3.55% |
$242K - $281K
|
24.2K
$8.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
825+ 24.11% |
$241K - $279K
|
4.25K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
818+ 12.25% |
$239K - $277K
|
7.5K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
812+ 8.12% |
$237K - $275K
|
10.8K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
807+ 0.22% |
$236K - $273K
|
361K
$129M
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
805+ 0.56% |
$235K - $272K
|
146K
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
790+ 9.64% |
$231K - $267K
|
8.99K
$3.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
786+ 85.06% |
$229K - $266K
|
1.71K
$612K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
784New |
$229K - $265K
|
784
$281K
|