Purchases and Sales Made in Q4 2023 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q4 2023. 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 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
322+ 11.83% |
$75.7K - $101K
|
3.04K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
316+ 36.07% |
$74.3K - $99K
|
1.19K
$432K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
310+ 6.6% |
$72.8K - $97.1K
|
5.01K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
308+ 6.65% |
$72.4K - $96.5K
|
4.94K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
305+ 38.27% |
$71.7K - $95.5K
|
1.1K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
300+ 29.59% |
$70.5K - $94K
|
1.31K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.73% |
$70.5K - $94K
|
41.3K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
295+ 16.16% |
$69.3K - $92.4K
|
2.12K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
286+ 3.57% |
$67.2K - $89.6K
|
8.3K
$3.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
282+ 1.21% |
$66.3K - $88.3K
|
23.6K
$8.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
277+ 5.94% |
$65.1K - $86.8K
|
4.94K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
275+ 112.7% |
$64.6K - $86.1K
|
519
$188K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
275+ 11.43% |
$64.6K - $86.1K
|
2.68K
$970K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
271+ 13.94% |
$63.7K - $84.9K
|
2.22K
$802K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
271+ 2.48% |
$63.7K - $84.9K
|
11.2K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
267+ 0.86% |
$62.7K - $83.6K
|
31.5K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
266+ 5.51% |
$62.5K - $83.3K
|
5.1K
$1.84M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
264+ 3.86% |
$62K - $82.7K
|
7.11K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
259New |
$60.9K - $81.1K
|
259
$93.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
253+ 10.11% |
$59.4K - $79.3K
|
2.76K
$997K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
249+ 6.45% |
$58.5K - $78K
|
4.11K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
248+ 10.39% |
$58.3K - $77.7K
|
2.63K
$954K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
243+ 9.19% |
$57.1K - $76.1K
|
2.89K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
243+ 23.43% |
$57.1K - $76.1K
|
1.28K
$463K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
238+ 0.57% |
$55.9K - $74.6K
|
41.7K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
232+ 27.17% |
$54.5K - $72.7K
|
1.09K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
231+ 2.68% |
$54.3K - $72.4K
|
8.85K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
229+ 12.72% |
$53.8K - $71.7K
|
2.03K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
222+ 1.11% |
$52.2K - $69.5K
|
20.3K
$7.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
221+ 3.52% |
$51.9K - $69.2K
|
6.49K
$2.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
210New |
$49.3K - $65.8K
|
210
$76K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
210+ 1.15% |
$49.3K - $65.8K
|
18.4K
$6.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
199+ 22.64% |
$46.8K - $62.3K
|
1.08K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
198+ 0.54% |
$46.5K - $62K
|
36.8K
$13.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
189New |
$44.4K - $59.2K
|
189
$68.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
185+ 1.98% |
$43.5K - $58K
|
9.51K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
182+ 10.62% |
$42.8K - $57K
|
1.9K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
181+ 2.09% |
$42.5K - $56.7K
|
8.84K
$3.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
180+ 391.3% |
$42.3K - $56.4K
|
226
$81.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
177+ 3.34% |
$41.6K - $55.4K
|
5.48K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
177+ 8.03% |
$41.6K - $55.4K
|
2.38K
$862K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
175+ 15.09% |
$41.1K - $54.8K
|
1.34K
$483K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
173+ 11.08% |
$40.7K - $54.2K
|
1.74K
$628K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
173+ 8.09% |
$40.7K - $54.2K
|
2.31K
$837K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
171New |
$40.2K - $53.6K
|
171
$61.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
170+ 3.11% |
$39.9K - $53.3K
|
5.64K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
168+ 18.83% |
$39.5K - $52.6K
|
1.06K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
167+ 9.02% |
$39.2K - $52.3K
|
2.02K
$731K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
166+ 3.11% |
$39K - $52K
|
5.51K
$2M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166New |
$39K - $52K
|
166
$60.1K
|