Purchases and Sales Made in Q3 2021 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
41+ 1.02% |
$11.2K - $12.7K
|
4.05K
$1.45M
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
41+ 0.48% |
$11.2K - $12.7K
|
8.52K
$3.04M
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
39+ 134.48% |
$10.7K - $12K
|
68
$24.3K
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 3.89% |
$10.7K - $12K
|
1.04K
$371K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
37+ 3.01% |
$10.1K - $11.4K
|
1.27K
$452K
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
36+ 1.09% |
$9.83K - $11.1K
|
3.35K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 1.43% |
$9.83K - $11.1K
|
2.56K
$914K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
35New |
$9.56K - $10.8K
|
35
$12.5K
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
34New |
$9.29K - $10.5K
|
34
$12.1K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34+ 73.91% |
$9.29K - $10.5K
|
80
$28.5K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
33+ 1.74% |
$9.01K - $10.2K
|
1.94K
$691K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
33+ 5.08% |
$9.01K - $10.2K
|
682
$243K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
31+ 0.8% |
$8.47K - $9.57K
|
3.93K
$1.4M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.59% |
$8.19K - $9.26K
|
5.08K
$1.81M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
29+ 93.55% |
$7.92K - $8.95K
|
60
$21.4K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29New |
$7.92K - $8.95K
|
29
$10.3K
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
29+ 3.65% |
$7.92K - $8.95K
|
823
$294K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
29+ 2.3% |
$7.92K - $8.95K
|
1.29K
$461K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 0.75% |
$7.65K - $8.64K
|
3.74K
$1.33M
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
27+ 0.25% |
$7.37K - $8.33K
|
10.6K
$3.79M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.28% |
$7.37K - $8.33K
|
9.76K
$3.48M
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
25+ 1.73% |
$6.83K - $7.72K
|
1.47K
$525K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 56.82% |
$6.83K - $7.72K
|
69
$24.6K
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
25+ 1.38% |
$6.83K - $7.72K
|
1.83K
$654K
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
25+ 0.12% |
$6.83K - $7.72K
|
20.6K
$7.34M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24+ 0.37% |
$6.55K - $7.41K
|
6.5K
$2.32M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 2.08% |
$6.28K - $7.1K
|
1.13K
$403K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.95% |
$6.28K - $7.1K
|
1.2K
$430K
|
|
Oct 13, 2021
Q3 2021
|
Albert D Mason Inc
|
BUY
|
- |
22+ 0.3% |
$6.01K - $6.79K
|
7.39K
$2.64M
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
22+ 1.12% |
$6.01K - $6.79K
|
1.99K
$711K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.19% |
$6.01K - $6.79K
|
11.6K
$4.15M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
22+ 2.0% |
$6.01K - $6.79K
|
1.12K
$400K
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
22+ 1.11% |
$6.01K - $6.79K
|
2.01K
$717K
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
21+ 5.85% |
$5.73K - $6.48K
|
380
$136K
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
21+ 0.04% |
$5.73K - $6.48K
|
51.7K
$18.5M
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
21+ 0.56% |
$5.73K - $6.48K
|
3.8K
$1.36M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20+ 1.7% |
$5.46K - $6.17K
|
1.2K
$427K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
19+ 6.96% |
$5.19K - $5.87K
|
292
$104K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
18New |
$4.92K - $5.56K
|
18
$6.42K
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
18New |
$4.92K - $5.56K
|
18
$6.42K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 6.39% |
$4.64K - $5.25K
|
283
$101K
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
17+ 0.1% |
$4.64K - $5.25K
|
17.1K
$6.12M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.19% |
$4.64K - $5.25K
|
8.92K
$3.18M
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
16New |
$4.37K - $4.94K
|
16
$5.71K
|
|
Nov 12, 2021
Q3 2021
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
16+ 0.12% |
$4.37K - $4.94K
|
13K
$4.64M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16+ 2.02% |
$4.37K - $4.94K
|
808
$288K
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
15+ 3.11% |
$4.1K - $4.63K
|
498
$178K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$4.1K - $4.63K
|
15
$5.35K
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
15+ 0.87% |
$4.1K - $4.63K
|
1.74K
$621K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 33.33% |
$4.1K - $4.63K
|
60
$21.4K
|