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 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1+ 0.04% |
$314 - $364
|
2.38K
$849K
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1+ 0.62% |
$314 - $364
|
162
$57.8K
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$314 - $364
|
10.1K
$3.6M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$314 - $364
|
1.08K
$384K
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1New |
$314 - $364
|
1
$357
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.02% |
$314 - $364
|
5.78K
$2.06M
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$314 - $364
|
6.72K
$2.4M
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.01% |
$314 - $364
|
6.9K
$2.46M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1- 1.3% |
$314 - $364
|
76
$27.1K
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-1- 0.07% |
$314 - $364
|
1.48K
$529K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.6% |
$314 - $364
|
166
$59.3K
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1- 2.33% |
$314 - $364
|
42
$15K
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 14.29% |
$314 - $364
|
6
$2.14K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.1% |
$314 - $364
|
960
$343K
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1- 0.13% |
$314 - $364
|
772
$276K
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1- 0.02% |
$314 - $364
|
4.29K
$1.53M
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 2.27% |
$314 - $364
|
43
$15.4K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 11.11% |
$314 - $364
|
8
$2.86K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.14% |
$314 - $364
|
694
$248K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.12% |
$627 - $727
|
1.72K
$616K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.06% |
$627 - $727
|
3.26K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2- 0.22% |
$627 - $727
|
890
$318K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 8.7% |
$627 - $727
|
21
$7.5K
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$627 - $727
|
1.82K
$648K
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 1.28% |
$627 - $727
|
154
$55K
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-3- 0.37% |
$941 - $1.09K
|
799
$285K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3- 0.48% |
$941 - $1.09K
|
621
$222K
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3- 0.18% |
$941 - $1.09K
|
1.66K
$594K
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-3- 3.49% |
$941 - $1.09K
|
83
$29.6K
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-3- 0.49% |
$941 - $1.09K
|
610
$218K
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.61% |
$1.25K - $1.45K
|
652
$233K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.25K - $1.45K
|
2.11K
$754K
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-4- 0.58% |
$1.25K - $1.45K
|
683
$244K
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4- 0.17% |
$1.25K - $1.45K
|
2.34K
$834K
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 11.43% |
$1.25K - $1.45K
|
31
$11.1K
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4- 0.25% |
$1.25K - $1.45K
|
1.57K
$562K
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-4- 0.6% |
$1.25K - $1.45K
|
663
$237K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 0.34% |
$1.25K - $1.45K
|
1.18K
$421K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-5- 0.15% |
$1.57K - $1.82K
|
3.24K
$1.16M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 20.0% |
$1.57K - $1.82K
|
20
$7.14K
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-5- 0.68% |
$1.57K - $1.82K
|
731
$261K
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-5- 0.21% |
$1.57K - $1.82K
|
2.39K
$854K
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 0.9% |
$1.57K - $1.82K
|
548
$196K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5- 19.23% |
$1.57K - $1.82K
|
21
$7.5K
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5- 0.32% |
$1.57K - $1.82K
|
1.57K
$561K
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5- 0.17% |
$1.57K - $1.82K
|
2.98K
$1.06M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5- 0.42% |
$1.57K - $1.82K
|
1.18K
$423K
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5- 0.5% |
$1.57K - $1.82K
|
1K
$357K
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-5Closed |
$1.57K - $1.82K
|
0
$0
|