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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
493+ 5.4% |
$144K - $167K
|
9.62K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
487+ 30.98% |
$142K - $165K
|
2.06K
$737K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
480+ 10.27% |
$140K - $162K
|
5.15K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
469+ 5.35% |
$137K - $159K
|
9.24K
$3.31M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
464+ 1.38% |
$135K - $157K
|
34K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
461+ 12.65% |
$135K - $156K
|
4.11K
$1.47M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
455+ 8.36% |
$133K - $154K
|
5.9K
$2.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
454+ 0.78% |
$133K - $154K
|
58.4K
$20.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
448+ 41.14% |
$131K - $151K
|
1.54K
$550K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
446+ 0.86% |
$130K - $151K
|
52.2K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
437+ 3.8% |
$128K - $148K
|
11.9K
$4.27M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
437+ 3.8% |
$128K - $148K
|
11.9K
$4.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
434+ 50.0% |
$127K - $147K
|
1.3K
$466K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
431+ 17.14% |
$126K - $146K
|
2.95K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
416+ 10.59% |
$121K - $141K
|
4.34K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
416+ 43.84% |
$121K - $141K
|
1.37K
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
400+ 15.56% |
$117K - $135K
|
2.97K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
400+ 30.77% |
$117K - $135K
|
1.7K
$609K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
389+ 10.15% |
$114K - $132K
|
4.22K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
384+ 6.4% |
$112K - $130K
|
6.38K
$2.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
382+ 2.75% |
$112K - $129K
|
14.3K
$5.12M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
381+ 5.43% |
$111K - $129K
|
7.4K
$2.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
375+ 0.97% |
$109K - $127K
|
38.9K
$13.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
375+ 42.28% |
$109K - $127K
|
1.26K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
367+ 27.53% |
$107K - $124K
|
1.7K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
367+ 436.9% |
$107K - $124K
|
451
$162K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
365+ 12.68% |
$107K - $123K
|
3.24K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
361+ 7.77% |
$105K - $122K
|
5.01K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
360+ 11.14% |
$105K - $122K
|
3.59K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
355+ 17.21% |
$104K - $120K
|
2.42K
$866K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
351+ 3.94% |
$102K - $119K
|
9.26K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
350+ 24.95% |
$102K - $118K
|
1.75K
$628K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
348+ 18.04% |
$102K - $118K
|
2.28K
$816K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
340+ 2.45% |
$99.3K - $115K
|
14.2K
$5.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
335+ 3.12% |
$97.8K - $113K
|
11.1K
$3.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
328+ 54.04% |
$95.8K - $111K
|
935
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
327+ 3.62% |
$95.5K - $111K
|
9.36K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
322+ 2.8% |
$94K - $109K
|
11.8K
$4.23M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
317+ 2.03% |
$92.5K - $107K
|
15.9K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
312+ 2.22% |
$91.1K - $106K
|
14.4K
$5.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
310+ 0.17% |
$90.5K - $105K
|
187K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
310+ 19.17% |
$90.5K - $105K
|
1.93K
$690K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
303+ 18.87% |
$88.5K - $102K
|
1.91K
$684K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
303+ 2.4% |
$88.5K - $102K
|
12.9K
$4.63M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
300+ 59.64% |
$87.6K - $101K
|
803
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
296+ 15.2% |
$86.4K - $100K
|
2.24K
$804K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
295+ 4.26% |
$86.1K - $99.8K
|
7.21K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
287+ 8.64% |
$83.8K - $97.1K
|
3.61K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
284+ 20.45% |
$82.9K - $96K
|
1.67K
$599K
|
|
|
Aug 09, 2024
Q2 2024
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
282+ 1.4% |
$82.3K - $95.4K
|
20.5K
$7.34M
|