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 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 68.0% |
$10.7K - $12.4K
|
84
$30K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
33+ 5.07% |
$10.3K - $12K
|
684
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33+ 1.88% |
$10.3K - $12K
|
1.79K
$640K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
33+ 5.4% |
$10.3K - $12K
|
644
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
32+ 1.39% |
$10K - $11.6K
|
2.34K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32+ 1.94% |
$10K - $11.6K
|
1.68K
$600K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
31+ 2.42% |
$9.72K - $11.3K
|
1.31K
$468K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
31+ 3.33% |
$9.72K - $11.3K
|
963
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30+ 1.62% |
$9.41K - $10.9K
|
1.89K
$673K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
30New |
$9.41K - $10.9K
|
30
$10.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
29+ 3.08% |
$9.09K - $10.5K
|
970
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 2.88% |
$8.78K - $10.2K
|
1K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
27+ 0.72% |
$8.46K - $9.81K
|
3.77K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
26+ 3.52% |
$8.15K - $9.45K
|
764
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
25+ 0.53% |
$7.84K - $9.09K
|
4.75K
$1.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
25+ 3.58% |
$7.84K - $9.09K
|
724
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.44% |
$7.84K - $9.09K
|
5.72K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
25+ 0.61% |
$7.84K - $9.09K
|
4.14K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
25+ 0.44% |
$7.84K - $9.09K
|
5.66K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.08% |
$7.84K - $9.09K
|
30.1K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
24+ 3.36% |
$7.52K - $8.72K
|
739
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
24+ 14.55% |
$7.52K - $8.72K
|
189
$67.5K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
24+ 104.35% |
$7.52K - $8.72K
|
47
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
24+ 0.16% |
$7.52K - $8.72K
|
14.7K
$5.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
23New |
$7.21K - $8.36K
|
23
$8.21K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
23+ 3.72% |
$7.21K - $8.36K
|
642
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
23+ 0.96% |
$7.21K - $8.36K
|
2.42K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
23New |
$7.21K - $8.36K
|
23
$8.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
22New |
$6.9K - $8K
|
22
$7.86K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
21+ 0.75% |
$6.58K - $7.63K
|
2.81K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
21+ 0.67% |
$6.58K - $7.63K
|
3.14K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
20+ 0.81% |
$6.27K - $7.27K
|
2.5K
$894K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
20+ 1.04% |
$6.27K - $7.27K
|
1.95K
$696K
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
19+ 0.13% |
$5.96K - $6.91K
|
14.3K
$5.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 1.58% |
$5.96K - $6.91K
|
1.22K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19+ 0.21% |
$5.96K - $6.91K
|
9.2K
$3.29M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18+ 1.08% |
$5.64K - $6.54K
|
1.69K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$5.64K - $6.54K
|
18
$6.43K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17+ 30.91% |
$5.33K - $6.18K
|
72
$25.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
17New |
$5.33K - $6.18K
|
17
$6.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
17+ 11.72% |
$5.33K - $6.18K
|
162
$57.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
17+ 1.65% |
$5.33K - $6.18K
|
1.05K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 45.71% |
$5.02K - $5.82K
|
51
$18.2K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
16+ 15.53% |
$5.02K - $5.82K
|
119
$42.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16+ 0.27% |
$5.02K - $5.82K
|
5.89K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15+ 2.57% |
$4.7K - $5.45K
|
598
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 1.5% |
$4.7K - $5.45K
|
1.01K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.29% |
$4.7K - $5.45K
|
5.17K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15+ 0.04% |
$4.7K - $5.45K
|
37K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
15+ 0.27% |
$4.7K - $5.45K
|
5.47K
$1.95M
|