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 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
42+ 1.17% |
$12.4K - $16.1K
|
3.62K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
41+ 0.82% |
$12.1K - $15.7K
|
5.05K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
41+ 5.44% |
$12.1K - $15.7K
|
795
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
41+ 4.05% |
$12.1K - $15.7K
|
1.05K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
41+ 4.92% |
$12.1K - $15.7K
|
875
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
41+ 5.42% |
$12.1K - $15.7K
|
798
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.02% |
$11.8K - $15.4K
|
203K
$77.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
39+ 46.99% |
$11.5K - $15K
|
122
$46.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
39+ 4.29% |
$11.5K - $15K
|
949
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 4.09% |
$11.5K - $15K
|
992
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
38+ 0.15% |
$11.2K - $14.6K
|
26.1K
$9.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
37+ 3.83% |
$10.9K - $14.2K
|
1K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
37+ 2.38% |
$10.9K - $14.2K
|
1.59K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 1.97% |
$10.6K - $13.8K
|
1.86K
$713K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
35+ 31.82% |
$10.3K - $13.4K
|
145
$55.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
35+ 0.97% |
$10.3K - $13.4K
|
3.63K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
34+ 4.84% |
$10K - $13.1K
|
737
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
34+ 3.86% |
$10K - $13.1K
|
914
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
33New |
$9.72K - $12.7K
|
33
$12.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
33+ 0.51% |
$9.72K - $12.7K
|
6.57K
$2.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
32+ 3.72% |
$9.43K - $12.3K
|
893
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
32+ 0.55% |
$9.43K - $12.3K
|
5.82K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
32+ 88.89% |
$9.43K - $12.3K
|
68
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
31+ 0.42% |
$9.13K - $11.9K
|
7.43K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
31+ 3.45% |
$9.13K - $11.9K
|
929
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
29+ 4.2% |
$8.54K - $11.1K
|
720
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
29+ 3.41% |
$8.54K - $11.1K
|
880
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 1.83% |
$8.25K - $10.8K
|
1.56K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 47.46% |
$8.25K - $10.8K
|
87
$33.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 2.39% |
$8.25K - $10.8K
|
1.2K
$460K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
28+ 1.95% |
$8.25K - $10.8K
|
1.47K
$562K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
27+ 0.77% |
$7.96K - $10.4K
|
3.51K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
26+ 0.28% |
$7.66K - $9.98K
|
9.3K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
26+ 0.66% |
$7.66K - $9.98K
|
3.96K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26+ 216.67% |
$7.66K - $9.98K
|
38
$14.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25+ 0.64% |
$7.37K - $9.6K
|
3.9K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 26.67% |
$7.07K - $9.22K
|
114
$43.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23+ 0.75% |
$6.78K - $8.83K
|
3.08K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 2.22% |
$6.78K - $8.83K
|
1.06K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 12.3% |
$6.78K - $8.83K
|
210
$80.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
23+ 1.93% |
$6.78K - $8.83K
|
1.21K
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
22New |
$6.48K - $8.45K
|
22
$8.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
22+ 2.42% |
$6.48K - $8.45K
|
930
$356K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$6.19K - $8.06K
|
21
$8.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
21+ 1.27% |
$6.19K - $8.06K
|
1.67K
$641K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20New |
$5.89K - $7.68K
|
20
$7.67K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 1.08% |
$5.6K - $7.3K
|
1.77K
$680K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 360.0% |
$5.3K - $6.91K
|
23
$8.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.36% |
$5.3K - $6.91K
|
4.99K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
17+ 1.04% |
$5.01K - $6.53K
|
1.65K
$631K
|