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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.61% |
$295 - $384
|
163
$58.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 1.83% |
$589 - $768
|
107
$38.2K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 9.52% |
$589 - $768
|
19
$6.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.23% |
$589 - $768
|
855
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$589 - $768
|
3.45K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2- 0.24% |
$589 - $768
|
825
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 16.67% |
$589 - $768
|
10
$3.57K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3- 0.24% |
$884 - $1.15K
|
1.26K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3- 0.37% |
$884 - $1.15K
|
807
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.15% |
$884 - $1.15K
|
2.02K
$722K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3- 0.19% |
$884 - $1.15K
|
1.61K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3- 0.18% |
$884 - $1.15K
|
1.65K
$589K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$1.18K - $1.54K
|
2.15K
$768K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 7.55% |
$1.18K - $1.54K
|
49
$17.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.06% |
$1.18K - $1.54K
|
6.38K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-5- 0.07% |
$1.47K - $1.92K
|
7.11K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5- 2.22% |
$1.47K - $1.92K
|
220
$78.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5- 0.56% |
$1.47K - $1.92K
|
882
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-5- 0.59% |
$1.47K - $1.92K
|
841
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 0.72% |
$1.47K - $1.92K
|
690
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6- 0.39% |
$1.77K - $2.3K
|
1.52K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.27% |
$1.77K - $2.3K
|
2.23K
$797K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6- 0.32% |
$1.77K - $2.3K
|
1.85K
$660K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-6- 0.06% |
$1.77K - $2.3K
|
9.35K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-6- 0.86% |
$1.77K - $2.3K
|
689
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6- 0.6% |
$1.77K - $2.3K
|
996
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 2.31% |
$2.06K - $2.69K
|
296
$106K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-7- 0.25% |
$2.06K - $2.69K
|
2.74K
$978K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-7- 5.07% |
$2.06K - $2.69K
|
131
$46.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.64% |
$2.06K - $2.69K
|
1.08K
$386K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-8- 0.98% |
$2.36K - $3.07K
|
808
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8- 10.0% |
$2.36K - $3.07K
|
72
$25.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9- 0.53% |
$2.65K - $3.46K
|
1.68K
$600K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 0.22% |
$2.65K - $3.46K
|
4.11K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9- 0.11% |
$2.65K - $3.46K
|
7.99K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11- 1.22% |
$3.24K - $4.22K
|
892
$318K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 1.91% |
$3.83K - $4.99K
|
668
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.57% |
$3.83K - $4.99K
|
2.28K
$815K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-13- 0.12% |
$3.83K - $4.99K
|
11.1K
$3.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-13- 6.02% |
$3.83K - $4.99K
|
203
$72.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13- 0.07% |
$3.83K - $4.99K
|
17.9K
$6.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-14- 6.73% |
$4.13K - $5.38K
|
194
$69.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-14- 1.12% |
$4.13K - $5.38K
|
1.24K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-14- 0.97% |
$4.13K - $5.38K
|
1.43K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-14- 0.1% |
$4.13K - $5.38K
|
13.4K
$4.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-15- 0.79% |
$4.42K - $5.76K
|
1.88K
$669K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.29% |
$4.42K - $5.76K
|
5.17K
$1.85M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15- 0.27% |
$4.42K - $5.76K
|
5.45K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-16- 0.86% |
$4.71K - $6.14K
|
1.84K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-16- 0.85% |
$4.71K - $6.14K
|
1.88K
$669K
|