Purchases and Sales Made in Q3 2024 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q3 2024. 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 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
161+ 2.73% |
$47.4K - $61.8K
|
6.06K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
160+ 21.14% |
$47.1K - $61.4K
|
917
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
159New |
$46.8K - $61.1K
|
159
$61.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
159+ 1.98% |
$46.8K - $61.1K
|
8.18K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
158+ 7.69% |
$46.6K - $60.7K
|
2.21K
$859K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
158+ 21.61% |
$46.6K - $60.7K
|
889
$345K
|
|
|
Oct 18, 2024
Q3 2024
|
Clio Asset Management LLC
Charlottesville, VA |
BUY
|
- |
156+ 0.44% |
$46K - $59.9K
|
35.9K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
154New |
$45.4K - $59.1K
|
154
$59.8K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
150+ 18.75% |
$44.2K - $57.6K
|
950
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
147+ 2.44% |
$43.3K - $56.4K
|
6.16K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
147+ 1.0% |
$43.3K - $56.4K
|
14.9K
$5.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
145+ 1.31% |
$42.7K - $55.7K
|
11.2K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
145+ 15.38% |
$42.7K - $55.7K
|
1.09K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
145New |
$42.7K - $55.7K
|
145
$56.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 8.49% |
$42.4K - $55.3K
|
1.84K
$715K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
137+ 135.64% |
$40.4K - $52.6K
|
238
$92.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
136+ 5.53% |
$40.1K - $52.2K
|
2.6K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
136New |
$40.1K - $52.2K
|
136
$52.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
136+ 2.56% |
$40.1K - $52.2K
|
5.45K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
135+ 0.28% |
$39.8K - $51.8K
|
48.4K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
135+ 3.95% |
$39.8K - $51.8K
|
3.55K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
131New |
$38.6K - $50.3K
|
131
$50.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
128+ 7.29% |
$37.7K - $49.2K
|
1.88K
$731K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
124+ 2.21% |
$36.5K - $47.6K
|
5.73K
$2.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
119+ 2.6% |
$35.1K - $45.7K
|
4.7K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
119+ 14.44% |
$35.1K - $45.7K
|
943
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
115+ 2.66% |
$33.9K - $44.2K
|
4.44K
$1.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
114+ 11.78% |
$33.6K - $43.8K
|
1.08K
$420K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
111+ 29.21% |
$32.7K - $42.6K
|
491
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
111New |
$32.7K - $42.6K
|
111
$43.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
111+ 0.94% |
$32.7K - $42.6K
|
11.9K
$4.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110+ 6.56% |
$32.4K - $42.2K
|
1.79K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
110+ 3.05% |
$32.4K - $42.2K
|
3.72K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
109+ 0.38% |
$32.1K - $41.9K
|
29.1K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
106+ 2.89% |
$31.2K - $40.7K
|
3.77K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
100New |
$29.5K - $38.4K
|
100
$38.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
96+ 0.86% |
$28.3K - $36.9K
|
11.2K
$4.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
96+ 2.85% |
$28.3K - $36.9K
|
3.47K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
91+ 0.84% |
$26.8K - $34.9K
|
10.9K
$4.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
90+ 2.94% |
$26.5K - $34.6K
|
3.15K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
90+ 2.47% |
$26.5K - $34.6K
|
3.73K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
90+ 1000.0% |
$26.5K - $34.6K
|
99
$38.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
88+ 0.22% |
$25.9K - $33.8K
|
40.2K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
88+ 0.03% |
$25.9K - $33.8K
|
268K
$104M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86+ 6.17% |
$25.3K - $33K
|
1.48K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
86+ 4.13% |
$25.3K - $33K
|
2.17K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
86+ 7.21% |
$25.3K - $33K
|
1.28K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84+ 3.17% |
$24.8K - $32.3K
|
2.74K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
83+ 0.7% |
$24.5K - $31.9K
|
12K
$4.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
82+ 8.77% |
$24.2K - $31.5K
|
1.02K
$395K
|