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 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.63% |
$2.26K - $2.53K
|
1.43K
$556K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
9New |
$2.26K - $2.53K
|
9
$3.49K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 225.0% |
$2.26K - $2.53K
|
13
$5.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 44.44% |
$2K - $2.25K
|
26
$10.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8New |
$2K - $2.25K
|
8
$3.11K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 114.29% |
$2K - $2.25K
|
15
$5.82K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$1.75K - $1.97K
|
7
$2.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7+ 0.16% |
$1.75K - $1.97K
|
4.37K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.63% |
$1.75K - $1.97K
|
1.12K
$434K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.42% |
$1.5K - $1.69K
|
1.43K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.05% |
$1.5K - $1.69K
|
12.4K
$4.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 83.33% |
$1.25K - $1.4K
|
11
$4.27K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5New |
$1.25K - $1.4K
|
5
$1.94K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
5+ 0.12% |
$1.25K - $1.4K
|
4.06K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
5+ 0.56% |
$1.25K - $1.4K
|
901
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$1.25K - $1.4K
|
5
$1.94K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.17% |
$1K - $1.12K
|
2.39K
$926K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
4+ 0.24% |
$1K - $1.12K
|
1.68K
$654K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4+ 0.11% |
$1K - $1.12K
|
3.52K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 28.57% |
$1K - $1.12K
|
18
$6.99K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.5% |
$1K - $1.12K
|
804
$312K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$1K - $1.12K
|
1.78K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 0.67% |
$1K - $1.12K
|
604
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 7.55% |
$1K - $1.12K
|
57
$22.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.41% |
$752 - $843
|
731
$284K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$752 - $843
|
1.15K
$447K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.04% |
$752 - $843
|
6.87K
$2.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.48% |
$752 - $843
|
631
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$752 - $843
|
3
$1.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3+ 0.23% |
$752 - $843
|
1.3K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.2% |
$752 - $843
|
1.51K
$587K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$752 - $843
|
6.15K
$2.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 2.99% |
$501 - $562
|
69
$26.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$501 - $562
|
893
$347K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$501 - $562
|
2.12K
$822K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 2.44% |
$501 - $562
|
84
$32.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.41% |
$501 - $562
|
144
$55.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.1% |
$501 - $562
|
2.07K
$805K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.05% |
$251 - $281
|
1.86K
$720K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
1+ 0.12% |
$251 - $281
|
838
$325K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.07% |
$251 - $281
|
1.49K
$577K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$251 - $281
|
1.31K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 1.22% |
$251 - $281
|
83
$32.2K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.01% |
$251 - $281
|
13.9K
$5.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.09% |
$251 - $281
|
1.1K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$251 - $281
|
1.95K
$757K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 2.38% |
$251 - $281
|
41
$15.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1- 0.15% |
$251 - $281
|
650
$252K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 1.72% |
$251 - $281
|
57
$22.1K
|