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 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$4.39K - $5.09K
|
2.02K
$720K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
14+ 127.27% |
$4.39K - $5.09K
|
25
$8.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14+ 0.43% |
$4.39K - $5.09K
|
3.31K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
14+ 350.0% |
$4.39K - $5.09K
|
18
$6.43K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
13+ 0.78% |
$4.08K - $4.73K
|
1.68K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
13+ 0.1% |
$4.08K - $4.73K
|
12.8K
$4.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
13+ 0.02% |
$4.08K - $4.73K
|
73.9K
$26.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13+ 1.19% |
$4.08K - $4.73K
|
1.1K
$394K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13+ 12.26% |
$4.08K - $4.73K
|
119
$42.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 11.61% |
$4.08K - $4.73K
|
125
$44.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
13+ 1.24% |
$4.08K - $4.73K
|
1.06K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13+ 3.43% |
$4.08K - $4.73K
|
392
$140K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
12+ 0.92% |
$3.76K - $4.36K
|
1.32K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12+ 0.03% |
$3.76K - $4.36K
|
45.1K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
12+ 11.54% |
$3.76K - $4.36K
|
116
$41.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$3.76K - $4.36K
|
12
$4.28K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
12+ 150.0% |
$3.76K - $4.36K
|
20
$7.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Fidato Wealth LLC
|
BUY
|
- |
12+ 0.21% |
$3.76K - $4.36K
|
5.59K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
12+ 2.57% |
$3.76K - $4.36K
|
479
$171K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11+ 1.47% |
$3.45K - $4K
|
761
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
11New |
$3.45K - $4K
|
11
$3.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10+ 0.28% |
$3.14K - $3.64K
|
3.53K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
10+ 13.16% |
$3.14K - $3.64K
|
86
$30.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10+ 0.48% |
$3.14K - $3.64K
|
2.08K
$744K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9New |
$2.82K - $3.27K
|
9
$3.21K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.21% |
$2.82K - $3.27K
|
4.28K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
BUY
|
- |
9+ 0.5% |
$2.82K - $3.27K
|
1.8K
$643K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 30.0% |
$2.82K - $3.27K
|
39
$13.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
8+ 3.31% |
$2.51K - $2.91K
|
250
$89.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
8+ 0.61% |
$2.51K - $2.91K
|
1.33K
$474K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.76% |
$2.51K - $2.91K
|
1.05K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8+ 12.9% |
$2.51K - $2.91K
|
70
$25K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8+ 0.16% |
$2.51K - $2.91K
|
5.08K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8New |
$2.51K - $2.91K
|
8
$2.86K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8New |
$2.51K - $2.91K
|
8
$2.86K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8+ 0.03% |
$2.51K - $2.91K
|
23.4K
$8.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 10.77% |
$2.19K - $2.54K
|
72
$25.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7+ 0.23% |
$2.19K - $2.54K
|
3.01K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 350.0% |
$2.19K - $2.54K
|
9
$3.21K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.59% |
$2.19K - $2.54K
|
1.19K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7+ 0.64% |
$2.19K - $2.54K
|
1.1K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.36% |
$2.19K - $2.54K
|
1.93K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7+ 0.47% |
$2.19K - $2.54K
|
1.51K
$539K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6+ 0.68% |
$1.88K - $2.18K
|
885
$316K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
6New |
$1.88K - $2.18K
|
6
$2.14K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$1.88K - $2.18K
|
6
$2.14K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$1.88K - $2.18K
|
4.7K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6New |
$1.88K - $2.18K
|
6
$2.14K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 6.98% |
$1.88K - $2.18K
|
92
$32.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.57% |
$1.88K - $2.18K
|
1.05K
$376K
|