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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 9.32% |
$7.52K - $8.43K
|
352
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
30New |
$7.52K - $8.43K
|
30
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
30+ 1.14% |
$7.52K - $8.43K
|
2.67K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29+ 1.15% |
$7.27K - $8.15K
|
2.55K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29+ 0.08% |
$7.27K - $8.15K
|
36.9K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 3.01% |
$7.27K - $8.15K
|
991
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
29+ 0.22% |
$7.27K - $8.15K
|
13K
$5.13M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
29New |
$7.27K - $8.15K
|
29
$11.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28+ 1.35% |
$7.02K - $7.87K
|
2.1K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
28+ 7.07% |
$7.02K - $7.87K
|
424
$168K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.35% |
$6.77K - $7.58K
|
2.03K
$804K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
27+ 3.55% |
$6.77K - $7.58K
|
788
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
27+ 0.01% |
$6.77K - $7.58K
|
383K
$152M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
26+ 0.4% |
$6.52K - $7.3K
|
6.51K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.26% |
$5.76K - $6.46K
|
8.75K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
23+ 2.08% |
$5.76K - $6.46K
|
1.13K
$448K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
23+ 52.27% |
$5.76K - $6.46K
|
67
$26.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
22+ 0.1% |
$5.51K - $6.18K
|
22.6K
$8.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
22+ 0.26% |
$5.51K - $6.18K
|
8.62K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 1.46% |
$5.51K - $6.18K
|
1.53K
$604K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
21+ 0.15% |
$5.26K - $5.9K
|
13.6K
$5.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 1.3% |
$5.01K - $5.62K
|
1.56K
$619K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 250.0% |
$5.01K - $5.62K
|
28
$11.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 0.6% |
$4.76K - $5.34K
|
3.2K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19+ 0.41% |
$4.76K - $5.34K
|
4.63K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19+ 0.05% |
$4.76K - $5.34K
|
34.6K
$13.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
18+ 17.14% |
$4.51K - $5.06K
|
123
$48.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 62.07% |
$4.51K - $5.06K
|
47
$18.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
17+ 1.93% |
$4.26K - $4.78K
|
897
$355K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
16+ 0.61% |
$4.01K - $4.49K
|
2.65K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
16+ 0.77% |
$4.01K - $4.49K
|
2.1K
$831K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
16+ 9.76% |
$4.01K - $4.49K
|
180
$71.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16+ 0.48% |
$4.01K - $4.49K
|
3.33K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
15+ 0.12% |
$3.76K - $4.21K
|
12.5K
$4.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15+ 3.59% |
$3.76K - $4.21K
|
433
$172K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 65.22% |
$3.76K - $4.21K
|
38
$15.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 56.0% |
$3.51K - $3.93K
|
39
$15.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 1.34% |
$3.51K - $3.93K
|
1.06K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
14+ 0.62% |
$3.51K - $3.93K
|
2.27K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14New |
$3.51K - $3.93K
|
14
$5.55K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
13+ 13.0% |
$3.26K - $3.65K
|
113
$44.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
13+ 0.49% |
$3.26K - $3.65K
|
2.65K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 0.99% |
$3.26K - $3.65K
|
1.32K
$524K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$3.01K - $3.37K
|
12
$4.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11+ 0.38% |
$2.76K - $3.09K
|
2.9K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.91% |
$2.76K - $3.09K
|
1.22K
$483K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11+ 0.61% |
$2.76K - $3.09K
|
1.82K
$721K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.07% |
$2.76K - $3.09K
|
15K
$5.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
10+ 0.89% |
$2.51K - $2.81K
|
1.14K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10New |
$2.51K - $2.81K
|
10
$3.96K
|