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 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
33New |
$9.72K - $12.7K
|
33
$11.9K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
32+ 3.72% |
$9.43K - $12.3K
|
893
$323K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
32+ 0.55% |
$9.43K - $12.3K
|
5.82K
$2.11M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
32+ 88.89% |
$9.43K - $12.3K
|
68
$24.6K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 1.83% |
$8.25K - $10.8K
|
1.56K
$565K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 47.46% |
$8.25K - $10.8K
|
87
$31.5K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 2.39% |
$8.25K - $10.8K
|
1.2K
$435K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
28+ 1.95% |
$8.25K - $10.8K
|
1.47K
$531K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
26+ 0.28% |
$7.66K - $9.98K
|
9.3K
$3.37M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25+ 0.64% |
$7.37K - $9.6K
|
3.9K
$1.41M
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
23+ 12.3% |
$6.78K - $8.83K
|
210
$76K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23+ 2.22% |
$6.78K - $8.83K
|
1.06K
$383K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
23+ 0.75% |
$6.78K - $8.83K
|
3.08K
$1.12M
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
22New |
$6.48K - $8.45K
|
22
$7.96K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
21New |
$6.19K - $8.06K
|
21
$7.6K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
19+ 1.08% |
$5.6K - $7.3K
|
1.77K
$642K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 360.0% |
$5.3K - $6.91K
|
23
$8.33K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
17+ 2.81% |
$5.01K - $6.53K
|
623
$226K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
17+ 1.04% |
$5.01K - $6.53K
|
1.65K
$596K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16+ 1.15% |
$4.71K - $6.14K
|
1.41K
$509K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
15+ 0.62% |
$4.42K - $5.76K
|
2.44K
$883K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14+ 14.29% |
$4.13K - $5.38K
|
112
$40.5K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
14+ 0.38% |
$4.13K - $5.38K
|
3.68K
$1.33M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 1.28% |
$3.83K - $4.99K
|
1.03K
$372K
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.42% |
$3.83K - $4.99K
|
3.14K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
12+ 1.72% |
$3.54K - $4.61K
|
710
$257K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12+ 133.33% |
$3.54K - $4.61K
|
21
$7.6K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.84% |
$3.54K - $4.61K
|
1.44K
$519K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 2.49% |
$3.54K - $4.61K
|
494
$179K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
11+ 1.24% |
$3.24K - $4.22K
|
897
$325K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
10New |
$2.95K - $3.84K
|
10
$3.62K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
10+ 1.08% |
$2.95K - $3.84K
|
932
$337K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.28% |
$2.65K - $3.46K
|
3.25K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
9+ 0.61% |
$2.65K - $3.46K
|
1.49K
$540K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 1.26% |
$2.65K - $3.46K
|
724
$262K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
8+ 7.27% |
$2.36K - $3.07K
|
118
$42.7K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 14.04% |
$2.36K - $3.07K
|
65
$23.5K
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
7+ 0.55% |
$2.06K - $2.69K
|
1.27K
$459K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.38% |
$2.06K - $2.69K
|
1.87K
$677K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
6+ 7.69% |
$1.77K - $2.3K
|
84
$30.4K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6+ 16.67% |
$1.77K - $2.3K
|
42
$15.2K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 0.28% |
$1.77K - $2.3K
|
2.11K
$765K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.12% |
$1.77K - $2.3K
|
5.19K
$1.88M
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
6+ 2.5% |
$1.77K - $2.3K
|
246
$89.1K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 0.21% |
$1.47K - $1.92K
|
2.43K
$879K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
5+ 0.21% |
$1.47K - $1.92K
|
2.4K
$868K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5+ 0.01% |
$1.47K - $1.92K
|
36.5K
$13.2M
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4+ 0.23% |
$1.18K - $1.54K
|
1.76K
$637K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4New |
$1.18K - $1.54K
|
4
$1.45K
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$1.18K - $1.54K
|
1.26K
$458K
|