Purchases and Sales Made in Q4 2022 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
26+ 15.38% |
$5.23K - $6.73K
|
195
$75.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
26+ 1.48% |
$5.23K - $6.73K
|
1.78K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
26+ 0.57% |
$5.23K - $6.73K
|
4.62K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
25New |
$5.03K - $6.47K
|
25
$9.71K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
24New |
$4.83K - $6.21K
|
24
$9.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
24New |
$4.83K - $6.21K
|
24
$9.32K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.74% |
$4.63K - $5.95K
|
3.13K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.21% |
$4.43K - $5.69K
|
10.6K
$4.1M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
21New |
$4.23K - $5.43K
|
21
$8.15K
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
20+ 1.12% |
$4.02K - $5.18K
|
1.81K
$701K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20+ 0.34% |
$4.02K - $5.18K
|
5.84K
$2.27M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 0.89% |
$3.82K - $4.92K
|
2.15K
$835K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
18New |
$3.62K - $4.66K
|
18
$6.99K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 4.01% |
$3.62K - $4.66K
|
467
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
18+ 0.75% |
$3.62K - $4.66K
|
2.41K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18New |
$3.62K - $4.66K
|
18
$6.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18+ 1.81% |
$3.62K - $4.66K
|
1.01K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
18+ 0.76% |
$3.62K - $4.66K
|
2.39K
$926K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 7.89% |
$3.62K - $4.66K
|
246
$95.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
16+ 1.57% |
$3.22K - $4.14K
|
1.03K
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
16+ 88.89% |
$3.22K - $4.14K
|
34
$13.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
15New |
$3.02K - $3.88K
|
15
$5.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 0.11% |
$3.02K - $3.88K
|
13.4K
$5.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.59% |
$2.82K - $3.62K
|
2.39K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13+ 0.38% |
$2.62K - $3.36K
|
3.47K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$2.41K - $3.11K
|
12
$4.66K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12+ 7.89% |
$2.41K - $3.11K
|
164
$63.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
12+ 5.24% |
$2.41K - $3.11K
|
241
$93.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$2.41K - $3.11K
|
12
$4.66K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 200.0% |
$2.41K - $3.11K
|
18
$6.99K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
11+ 0.25% |
$2.21K - $2.85K
|
4.37K
$1.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 5.47% |
$2.21K - $2.85K
|
212
$82.3K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
11+ 0.54% |
$2.21K - $2.85K
|
2.03K
$790K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.78% |
$2.01K - $2.59K
|
1.28K
$499K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
10+ 0.73% |
$2.01K - $2.59K
|
1.37K
$533K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 5.26% |
$2.01K - $2.59K
|
200
$77.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$2.01K - $2.59K
|
10
$3.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.13% |
$2.01K - $2.59K
|
7.84K
$3.04M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9New |
$1.81K - $2.33K
|
9
$3.49K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9+ 0.11% |
$1.81K - $2.33K
|
8.28K
$3.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
9+ 0.75% |
$1.81K - $2.33K
|
1.21K
$469K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.12% |
$1.81K - $2.33K
|
7.78K
$3.02M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 26.47% |
$1.81K - $2.33K
|
43
$16.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
BUY
|
- |
9+ 3.44% |
$1.81K - $2.33K
|
271
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9+ 0.66% |
$1.81K - $2.33K
|
1.37K
$530K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.26% |
$1.61K - $2.07K
|
3.14K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8+ 0.33% |
$1.61K - $2.07K
|
2.43K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
Fidato Wealth LLC
|
BUY
|
- |
7+ 0.21% |
$1.41K - $1.81K
|
3.32K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 10.0% |
$1.41K - $1.81K
|
77
$29.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
6New |
$1.21K - $1.55K
|
6
$2.33K
|