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 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$295 - $384
|
1
$352
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$295 - $384
|
2.98K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.25% |
$295 - $384
|
400
$141K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 4.76% |
$295 - $384
|
22
$7.73K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 1.85% |
$295 - $384
|
55
$19.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 1.12% |
$295 - $384
|
90
$31.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.12% |
$295 - $384
|
847
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1- 0.28% |
$295 - $384
|
357
$125K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.61% |
$295 - $384
|
163
$57.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 1.83% |
$589 - $768
|
107
$37.6K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 9.52% |
$589 - $768
|
19
$6.68K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2- 0.23% |
$589 - $768
|
855
$301K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$589 - $768
|
3.45K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2- 0.24% |
$589 - $768
|
825
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 16.67% |
$589 - $768
|
10
$3.52K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-3- 0.24% |
$884 - $1.15K
|
1.26K
$444K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-3- 0.37% |
$884 - $1.15K
|
807
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3- 0.15% |
$884 - $1.15K
|
2.02K
$711K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3- 0.19% |
$884 - $1.15K
|
1.61K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3- 0.18% |
$884 - $1.15K
|
1.65K
$580K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.19% |
$1.18K - $1.54K
|
2.15K
$757K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 7.55% |
$1.18K - $1.54K
|
49
$17.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.06% |
$1.18K - $1.54K
|
6.38K
$2.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-5- 0.07% |
$1.47K - $1.92K
|
7.11K
$2.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5- 2.22% |
$1.47K - $1.92K
|
220
$77.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5- 0.56% |
$1.47K - $1.92K
|
882
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-5- 0.59% |
$1.47K - $1.92K
|
841
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 0.72% |
$1.47K - $1.92K
|
690
$243K
|
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-5- 0.12% |
$1.47K - $1.92K
|
4.28K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6- 0.39% |
$1.77K - $2.3K
|
1.52K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.27% |
$1.77K - $2.3K
|
2.23K
$785K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6- 0.32% |
$1.77K - $2.3K
|
1.85K
$650K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-6- 0.06% |
$1.77K - $2.3K
|
9.35K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-6- 0.86% |
$1.77K - $2.3K
|
689
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-6- 0.6% |
$1.77K - $2.3K
|
996
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 2.31% |
$2.06K - $2.69K
|
296
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-7- 0.25% |
$2.06K - $2.69K
|
2.74K
$963K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-7- 5.07% |
$2.06K - $2.69K
|
131
$46.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-7- 0.64% |
$2.06K - $2.69K
|
1.08K
$380K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-8- 0.98% |
$2.36K - $3.07K
|
808
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8- 10.0% |
$2.36K - $3.07K
|
72
$25.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-9- 0.53% |
$2.65K - $3.46K
|
1.68K
$591K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-9- 0.22% |
$2.65K - $3.46K
|
4.11K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9- 0.11% |
$2.65K - $3.46K
|
7.99K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11- 1.22% |
$3.24K - $4.22K
|
892
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-13- 1.91% |
$3.83K - $4.99K
|
668
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.57% |
$3.83K - $4.99K
|
2.28K
$803K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-13- 0.12% |
$3.83K - $4.99K
|
11.1K
$3.9M
|