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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5- 0.3% |
$1.01K - $1.29K
|
1.68K
$600K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 1.36% |
$1.01K - $1.29K
|
364
$130K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-8- 24.24% |
$1.61K - $2.07K
|
25
$8.92K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-8- 0.11% |
$1.61K - $2.07K
|
7.42K
$2.65M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-8- 0.21% |
$1.61K - $2.07K
|
3.75K
$1.34M
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9- 0.63% |
$1.81K - $2.33K
|
1.43K
$511K
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9- 0.31% |
$1.81K - $2.33K
|
2.92K
$1.04M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9- 0.07% |
$1.81K - $2.33K
|
12K
$4.3M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.03% |
$2.01K - $2.59K
|
37.6K
$13.4M
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-10- 0.97% |
$2.01K - $2.59K
|
1.02K
$363K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10- 0.01% |
$2.01K - $2.59K
|
124K
$44.1M
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10- 0.99% |
$2.01K - $2.59K
|
1K
$358K
|
|
Mar 11, 2024
Q4 2022
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-10- 0.92% |
$2.01K - $2.59K
|
1.07K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-11- 0.12% |
$2.21K - $2.85K
|
8.82K
$3.15M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-11- 15.49% |
$2.21K - $2.85K
|
60
$21.4K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-12- 0.8% |
$2.41K - $3.11K
|
1.5K
$534K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14- 13.59% |
$2.82K - $3.62K
|
89
$31.8K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.56% |
$3.02K - $3.88K
|
2.64K
$942K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 3.5% |
$3.02K - $3.88K
|
414
$148K
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-16- 0.54% |
$3.22K - $4.14K
|
2.94K
$1.05M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-17- 3.72% |
$3.42K - $4.4K
|
440
$157K
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-17- 0.34% |
$3.42K - $4.4K
|
4.92K
$1.75M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20- 28.57% |
$4.02K - $5.18K
|
50
$17.8K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-20- 1.65% |
$4.02K - $5.18K
|
1.19K
$425K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.61% |
$4.02K - $5.18K
|
3.26K
$1.16M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 4.6% |
$4.02K - $5.18K
|
415
$148K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-21- 0.01% |
$4.23K - $5.43K
|
264K
$94.2M
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-22- 0.72% |
$4.43K - $5.69K
|
3.05K
$1.09M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-22- 20.56% |
$4.43K - $5.69K
|
85
$30.3K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24- 80.0% |
$4.83K - $6.21K
|
6
$2.14K
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-24- 0.81% |
$4.83K - $6.21K
|
2.96K
$1.05M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 0.17% |
$5.03K - $6.47K
|
14.4K
$5.13M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 86.67% |
$5.23K - $6.73K
|
4
$1.43K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-28- 10.04% |
$5.63K - $7.25K
|
251
$89.6K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-31- 0.37% |
$6.24K - $8.02K
|
8.38K
$2.99M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-34- 0.99% |
$6.84K - $8.8K
|
3.4K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-34- 2.42% |
$6.84K - $8.8K
|
1.37K
$489K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 2.69% |
$7.04K - $9.06K
|
1.26K
$451K
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-36- 2.03% |
$7.24K - $9.32K
|
1.74K
$620K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-36- 1.07% |
$7.24K - $9.32K
|
3.34K
$1.19M
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 8.19% |
$7.45K - $9.58K
|
415
$148K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-38- 0.1% |
$7.65K - $9.83K
|
37.3K
$13.3M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-39- 0.98% |
$7.85K - $10.1K
|
3.94K
$1.41M
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-39- 0.13% |
$7.85K - $10.1K
|
29.9K
$10.7M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-40- 8.91% |
$8.05K - $10.4K
|
409
$146K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-40- 5.26% |
$8.05K - $10.4K
|
720
$257K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-40- 6.03% |
$8.05K - $10.4K
|
623
$222K
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-42- 3.8% |
$8.45K - $10.9K
|
1.06K
$379K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-42- 3.28% |
$8.45K - $10.9K
|
1.24K
$443K
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-43- 0.46% |
$8.65K - $11.1K
|
9.22K
$3.29M
|