Purchases and Sales Made in Q3 2023 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q3 2023. 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 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
70+ 18.32% |
$17.5K - $19.7K
|
452
$176K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
70New |
$17.5K - $19.7K
|
70
$27.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
70+ 0.41% |
$17.5K - $19.7K
|
17.2K
$6.66M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
70+ 18.32% |
$17.5K - $19.7K
|
452
$176K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
68+ 6.8% |
$17K - $19.1K
|
1.07K
$415K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
64+ 6.29% |
$16K - $18K
|
1.08K
$420K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
64+ 0.51% |
$16K - $18K
|
12.6K
$4.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.86% |
$16K - $18K
|
7.47K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 16.49% |
$15.5K - $17.4K
|
438
$170K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
58+ 0.55% |
$14.5K - $16.3K
|
10.6K
$4.13M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 4.39% |
$14.3K - $16K
|
1.35K
$526K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
57+ 4.41% |
$14.3K - $16K
|
1.35K
$524K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
57+ 2.17% |
$14.3K - $16K
|
2.69K
$1.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
55+ 4.49% |
$13.8K - $15.4K
|
1.28K
$497K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
54+ 6.63% |
$13.5K - $15.2K
|
868
$337K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
53+ 1.35% |
$13.3K - $14.9K
|
3.99K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 1.88% |
$12.8K - $14.3K
|
2.76K
$1.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
49+ 1.26% |
$12.3K - $13.8K
|
3.93K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 11.79% |
$11.5K - $12.9K
|
436
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
46+ 4.96% |
$11.5K - $12.9K
|
974
$378K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43+ 0.83% |
$10.8K - $12.1K
|
5.23K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
43+ 4.64% |
$10.8K - $12.1K
|
969
$376K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43+ 2.08% |
$10.8K - $12.1K
|
2.11K
$818K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
42+ 1.58% |
$10.5K - $11.8K
|
2.7K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
42New |
$10.5K - $11.8K
|
42
$16.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
41+ 2.5% |
$10.3K - $11.5K
|
1.68K
$652K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
41+ 31.78% |
$10.3K - $11.5K
|
170
$66K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
41+ 1.69% |
$10.3K - $11.5K
|
2.46K
$956K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
40+ 1.6% |
$10K - $11.2K
|
2.54K
$986K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
40+ 0.43% |
$10K - $11.2K
|
9.26K
$3.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
40+ 3.16% |
$10K - $11.2K
|
1.3K
$506K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
40+ 2.24% |
$10K - $11.2K
|
1.83K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
40+ 5.21% |
$10K - $11.2K
|
808
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39+ 1.62% |
$9.77K - $11K
|
2.45K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
39New |
$9.77K - $11K
|
39
$15.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
37+ 0.75% |
$9.27K - $10.4K
|
4.97K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
36+ 3.31% |
$9.02K - $10.1K
|
1.13K
$437K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
36+ 3.59% |
$9.02K - $10.1K
|
1.04K
$404K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
35+ 0.53% |
$8.77K - $9.83K
|
6.66K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
35+ 2.23% |
$8.77K - $9.83K
|
1.6K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 8.52% |
$8.77K - $9.83K
|
446
$173K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
34+ 1.12% |
$8.52K - $9.55K
|
3.07K
$1.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.73% |
$8.52K - $9.55K
|
4.66K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
33+ 4.02% |
$8.27K - $9.27K
|
854
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33+ 44.59% |
$8.27K - $9.27K
|
107
$41.5K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
32+ 0.02% |
$8.02K - $8.99K
|
169K
$65.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 0.41% |
$8.02K - $8.99K
|
7.8K
$3.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
30+ 0.48% |
$7.52K - $8.43K
|
6.24K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
30+ 3.75% |
$7.52K - $8.43K
|
829
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 9.32% |
$7.52K - $8.43K
|
352
$137K
|