Purchases and Sales Made in Q2 2025 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q2 2025. 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 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
118+ 14.03% |
$37K - $42.9K
|
959
$342K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
118+ 2.19% |
$37K - $42.9K
|
5.5K
$1.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
114+ 0.9% |
$35.7K - $41.4K
|
12.7K
$4.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
112+ 2.1% |
$35.1K - $40.7K
|
5.45K
$1.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
112+ 1.25% |
$35.1K - $40.7K
|
9.11K
$3.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
111+ 7.18% |
$34.8K - $40.3K
|
1.66K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
110+ 3.98% |
$34.5K - $40K
|
2.87K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
105+ 7.9% |
$32.9K - $38.2K
|
1.43K
$512K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
105New |
$32.9K - $38.2K
|
105
$37.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
104+ 3.78% |
$32.6K - $37.8K
|
2.85K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
104+ 1.19% |
$32.6K - $37.8K
|
8.84K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
103+ 4.18% |
$32.3K - $37.4K
|
2.57K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
103+ 0.85% |
$32.3K - $37.4K
|
12.3K
$4.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
101+ 6.01% |
$31.7K - $36.7K
|
1.78K
$636K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
99+ 6.88% |
$31K - $36K
|
1.54K
$549K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
98+ 0.79% |
$30.7K - $35.6K
|
12.5K
$4.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
96+ 12.36% |
$30.1K - $34.9K
|
873
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
96+ 0.43% |
$30.1K - $34.9K
|
22.2K
$7.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
95+ 11.23% |
$29.8K - $34.5K
|
941
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
93+ 8.04% |
$29.2K - $33.8K
|
1.25K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
92+ 1.65% |
$28.8K - $33.4K
|
5.65K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
91+ 2.97% |
$28.5K - $33.1K
|
3.16K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
91+ 11.9% |
$28.5K - $33.1K
|
856
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
90+ 0.84% |
$28.2K - $32.7K
|
10.9K
$3.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
88+ 1.01% |
$27.6K - $32K
|
8.78K
$3.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
88+ 1.69% |
$27.6K - $32K
|
5.28K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
87New |
$27.3K - $31.6K
|
87
$31.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
87+ 3.79% |
$27.3K - $31.6K
|
2.38K
$850K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
86+ 2.64% |
$27K - $31.3K
|
3.35K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
83+ 8.48% |
$26K - $30.2K
|
1.06K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
82+ 4.78% |
$25.7K - $29.8K
|
1.8K
$642K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
81+ 3.47% |
$25.4K - $29.4K
|
2.41K
$862K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79+ 6.95% |
$24.8K - $28.7K
|
1.22K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
78+ 8.41% |
$24.5K - $28.4K
|
1.01K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78+ 87.64% |
$24.5K - $28.4K
|
167
$59.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
78+ 4.22% |
$24.5K - $28.4K
|
1.93K
$688K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
77+ 1.9% |
$24.1K - $28K
|
4.12K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
75New |
$23.5K - $27.3K
|
75
$26.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
75+ 13.25% |
$23.5K - $27.3K
|
641
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
72New |
$22.6K - $26.2K
|
72
$25.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
72+ 1.6% |
$22.6K - $26.2K
|
4.56K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
71+ 4.4% |
$22.3K - $25.8K
|
1.68K
$601K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
70+ 5.59% |
$21.9K - $25.4K
|
1.32K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70+ 50.72% |
$21.9K - $25.4K
|
208
$74.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
69+ 25.94% |
$21.6K - $25.1K
|
335
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
69New |
$21.6K - $25.1K
|
69
$24.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
68+ 5.31% |
$21.3K - $24.7K
|
1.35K
$481K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
67+ 7.63% |
$21K - $24.4K
|
945
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
67+ 9.14% |
$21K - $24.4K
|
800
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
67+ 2.86% |
$21K - $24.4K
|
2.41K
$860K
|