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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6+ 2.54% |
$1.88K - $2.18K
|
242
$86.4K
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
6+ 0.06% |
$1.88K - $2.18K
|
10.6K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 22.73% |
$1.57K - $1.82K
|
27
$9.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.5% |
$1.57K - $1.82K
|
1.01K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
5+ 0.05% |
$1.57K - $1.82K
|
10.6K
$3.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.1% |
$1.57K - $1.82K
|
4.88K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 8.2% |
$1.57K - $1.82K
|
66
$23.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.21% |
$1.57K - $1.82K
|
2.43K
$867K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.22% |
$1.25K - $1.45K
|
1.83K
$653K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.35% |
$1.25K - $1.45K
|
1.16K
$414K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4+ 0.44% |
$1.25K - $1.45K
|
916
$327K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.25% |
$1.25K - $1.45K
|
1.59K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$1.25K - $1.45K
|
9
$3.21K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.22% |
$1.25K - $1.45K
|
1.8K
$643K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4+ 0.02% |
$1.25K - $1.45K
|
16.9K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4+ 0.11% |
$1.25K - $1.45K
|
3.49K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 2.31% |
$1.25K - $1.45K
|
177
$63.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4+ 0.23% |
$1.25K - $1.45K
|
1.73K
$616K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.57% |
$1.25K - $1.45K
|
700
$250K
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
4+ 0.3% |
$1.25K - $1.45K
|
1.34K
$477K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3+ 0.2% |
$941 - $1.09K
|
1.5K
$537K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
3+ 0.28% |
$941 - $1.09K
|
1.08K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$941 - $1.09K
|
3
$1.07K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3+ 0.17% |
$941 - $1.09K
|
1.77K
$632K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.1% |
$941 - $1.09K
|
2.99K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 150.0% |
$941 - $1.09K
|
5
$1.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
3+ 0.1% |
$941 - $1.09K
|
3.01K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.08% |
$941 - $1.09K
|
3.7K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.25% |
$941 - $1.09K
|
1.22K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 75.0% |
$941 - $1.09K
|
7
$2.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 0.09% |
$941 - $1.09K
|
3.31K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.29% |
$627 - $727
|
694
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 2.67% |
$627 - $727
|
77
$27.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 66.67% |
$627 - $727
|
5
$1.79K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2+ 0.18% |
$627 - $727
|
1.09K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
2New |
$627 - $727
|
2
$714
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.22% |
$627 - $727
|
905
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 5.71% |
$627 - $727
|
37
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.03% |
$627 - $727
|
7.49K
$2.68M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$627 - $727
|
2
$714
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 11.11% |
$314 - $364
|
10
$3.57K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.13% |
$314 - $364
|
756
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1+ 0.12% |
$314 - $364
|
828
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1+ 0.12% |
$314 - $364
|
828
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 1.45% |
$314 - $364
|
70
$25K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$314 - $364
|
3.08K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.13% |
$314 - $364
|
790
$282K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.14% |
$314 - $364
|
709
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.15% |
$314 - $364
|
88
$31.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1+ 0.01% |
$314 - $364
|
18.3K
$6.55M
|