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 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-62- 1.18% |
$15.5K - $17.4K
|
5.21K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-63- 2.06% |
$15.8K - $17.7K
|
3K
$1.19M
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-65- 2.45% |
$16.3K - $18.3K
|
2.59K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 5.4% |
$16.3K - $18.3K
|
1.14K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-66- 0.54% |
$16.5K - $18.5K
|
12.2K
$4.83M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-69- 0.61% |
$17.3K - $19.4K
|
11.3K
$4.47M
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-70- 0.22% |
$17.5K - $19.7K
|
31.4K
$12.4M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-70- 1.01% |
$17.5K - $19.7K
|
6.87K
$2.72M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-73- 2.18% |
$18.3K - $20.5K
|
3.28K
$1.3M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-74- 7.79% |
$18.5K - $20.8K
|
876
$347K
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-77- 6.21% |
$19.3K - $21.6K
|
1.16K
$461K
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-78- 11.19% |
$19.5K - $21.9K
|
619
$245K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-79- 5.22% |
$19.8K - $22.2K
|
1.43K
$568K
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-80- 0.84% |
$20K - $22.5K
|
9.44K
$3.74M
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-80- 1.9% |
$20K - $22.5K
|
4.12K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-80- 0.86% |
$20K - $22.5K
|
9.17K
$3.63M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-86- 4.35% |
$21.6K - $24.2K
|
1.89K
$749K
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-86- 1.23% |
$21.6K - $24.2K
|
6.93K
$2.74M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-87- 2.58% |
$21.8K - $24.4K
|
3.29K
$1.3M
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-89- 0.76% |
$22.3K - $25K
|
11.6K
$4.59M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-94- 8.82% |
$23.6K - $26.4K
|
972
$385K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-94- 10.55% |
$23.6K - $26.4K
|
797
$316K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-94- 9.94% |
$23.6K - $26.4K
|
852
$338K
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-96- 1.28% |
$24.1K - $27K
|
7.43K
$2.94M
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-96- 20.0% |
$24.1K - $27K
|
384
$152K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 1.13% |
$24.1K - $27K
|
8.37K
$3.31M
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-99- 4.01% |
$24.8K - $27.8K
|
2.37K
$938K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-99- 18.79% |
$24.8K - $27.8K
|
428
$170K
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-99- 0.87% |
$24.8K - $27.8K
|
11.3K
$4.46M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-101- 1.61% |
$25.3K - $28.4K
|
6.18K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-101- 1.4% |
$25.3K - $28.4K
|
7.12K
$2.82M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-101- 4.79% |
$25.3K - $28.4K
|
2.01K
$795K
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-106- 2.42% |
$26.6K - $29.8K
|
4.27K
$1.69M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-108- 3.32% |
$27.1K - $30.3K
|
3.15K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-108- 1.9% |
$27.1K - $30.3K
|
5.59K
$2.21M
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-111- 3.05% |
$27.8K - $31.2K
|
3.53K
$1.4M
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-112- 8.46% |
$28.1K - $31.5K
|
1.21K
$480K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-114- 4.49% |
$28.6K - $32K
|
2.42K
$960K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-115- 61.5% |
$28.8K - $32.3K
|
72
$28.5K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-115- 4.65% |
$28.8K - $32.3K
|
2.36K
$934K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-118- 1.48% |
$29.6K - $33.1K
|
7.83K
$3.1M
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-118- 0.4% |
$29.6K - $33.1K
|
29.8K
$11.8M
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-118- 12.85% |
$29.6K - $33.1K
|
800
$317K
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-120- 0.25% |
$30.1K - $33.7K
|
48.8K
$19.4M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.7% |
$31.3K - $35.1K
|
17.8K
$7.05M
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-126- 1.17% |
$31.6K - $35.4K
|
10.7K
$4.22M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-126- 3.46% |
$31.6K - $35.4K
|
3.52K
$1.39M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-127- 4.47% |
$31.8K - $35.7K
|
2.71K
$1.07M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-128- 1.58% |
$32.1K - $36K
|
7.97K
$3.16M
|
|
Oct 10, 2023
Q3 2023
|
Albert D Mason Inc
|
SELL
|
- |
-129- 1.99% |
$32.3K - $36.2K
|
6.36K
$2.52M
|