Purchases and Sales Made in Q3 2022 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q3 2022. 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 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
10+ 0.83% |
$2.05K - $2.59K
|
1.22K
$429K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10New |
$2.05K - $2.59K
|
10
$3.52K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10+ 6.45% |
$2.05K - $2.59K
|
165
$58K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
10+ 0.11% |
$2.05K - $2.59K
|
8.73K
$3.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
9+ 9.09% |
$1.84K - $2.33K
|
108
$38K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 30.0% |
$1.84K - $2.33K
|
39
$13.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Fidato Wealth LLC
|
BUY
|
- |
8+ 0.24% |
$1.64K - $2.07K
|
3.31K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.16% |
$1.64K - $2.07K
|
4.87K
$1.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8+ 0.11% |
$1.64K - $2.07K
|
7.56K
$2.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$1.64K - $2.07K
|
44.3K
$15.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.26% |
$1.64K - $2.07K
|
3.14K
$1.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
7+ 0.06% |
$1.43K - $1.81K
|
11.8K
$4.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6+ 0.15% |
$1.23K - $1.55K
|
4.04K
$1.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Homestead Advisers Corp
|
BUY
|
- |
6+ 2.34% |
$1.23K - $1.55K
|
262
$92.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
6+ 0.09% |
$1.23K - $1.55K
|
6.4K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6+ 200.0% |
$1.23K - $1.55K
|
9
$3.16K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
5+ 0.45% |
$1.02K - $1.3K
|
1.12K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$1.02K - $1.3K
|
5
$1.76K
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$819 - $1.04K
|
1.76K
$619K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
4+ 0.16% |
$819 - $1.04K
|
2.48K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4New |
$819 - $1.04K
|
4
$1.41K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 3.45% |
$819 - $1.04K
|
120
$42.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Albert D Mason Inc
|
BUY
|
- |
3+ 0.05% |
$614 - $777
|
6.66K
$2.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
3+ 0.64% |
$614 - $777
|
474
$167K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.24% |
$614 - $777
|
1.24K
$435K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$614 - $777
|
1.95K
$687K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 100.0% |
$614 - $777
|
6
$2.11K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3New |
$614 - $777
|
3
$1.05K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 3.0% |
$614 - $777
|
103
$36.2K
|
|
|
Nov 16, 2022
Q3 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
3+ 0.06% |
$614 - $777
|
5.07K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2+ 0.32% |
$410 - $518
|
618
$217K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2New |
$410 - $518
|
2
$703
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.64% |
$410 - $518
|
313
$110K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 9.09% |
$410 - $518
|
24
$8.44K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.15% |
$410 - $518
|
1.29K
$455K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1New |
$205 - $259
|
1
$352
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.05% |
$205 - $259
|
2.14K
$751K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
1+ 3.13% |
$205 - $259
|
33
$11.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$205 - $259
|
454
$160K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$205 - $259
|
1.33K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$205 - $259
|
1.1K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 1.45% |
$205 - $259
|
70
$24.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$205 - $259
|
1
$352
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.01% |
$205 - $259
|
13.9K
$4.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1- 0.06% |
$205 - $259
|
1.64K
$576K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1- 0.01% |
$205 - $259
|
7.19K
$2.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.08% |
$205 - $259
|
1.23K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$205 - $259
|
1.26K
$443K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 40.0% |
$410 - $518
|
3
$1.05K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2- 0.1% |
$410 - $518
|
1.93K
$678K
|