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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
164+ 49.25% |
$38.5K - $51.4K
|
497
$180K
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
164+ 2.8% |
$38.5K - $51.4K
|
6.03K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
161New |
$37.8K - $50.4K
|
161
$58.3K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
157+ 10.3% |
$36.9K - $49.2K
|
1.68K
$609K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
154+ 15.59% |
$36.2K - $48.2K
|
1.14K
$413K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
150+ 2.18% |
$35.2K - $47K
|
7.02K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
150+ 306.12% |
$35.2K - $47K
|
199
$72K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
149+ 2.42% |
$35K - $46.7K
|
6.3K
$2.28M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
149+ 0.45% |
$35K - $46.7K
|
33.6K
$12.2M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
147New |
$34.5K - $46.1K
|
147
$53.2K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
145+ 1.86% |
$34.1K - $45.4K
|
7.95K
$2.88M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
144+ 16.42% |
$33.8K - $45.1K
|
1.02K
$370K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
142+ 1.2% |
$33.4K - $44.5K
|
12K
$4.34M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
141+ 6.8% |
$33.1K - $44.2K
|
2.22K
$802K
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
137+ 10.07% |
$32.2K - $42.9K
|
1.5K
$542K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
136+ 13.96% |
$32K - $42.6K
|
1.11K
$402K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
135+ 13.62% |
$31.7K - $42.3K
|
1.13K
$408K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
135New |
$31.7K - $42.3K
|
135
$48.9K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
134+ 4.17% |
$31.5K - $42K
|
3.35K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
133+ 4.22% |
$31.3K - $41.7K
|
3.28K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
131New |
$30.8K - $41K
|
131
$47.4K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
129+ 2.48% |
$30.3K - $40.4K
|
5.34K
$1.93M
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
122+ 15.06% |
$28.7K - $38.2K
|
932
$337K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
120+ 7.12% |
$28.2K - $37.6K
|
1.81K
$654K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120+ 1.97% |
$28.2K - $37.6K
|
6.22K
$2.25M
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
117+ 9.92% |
$27.5K - $36.7K
|
1.3K
$470K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 43.45% |
$27.3K - $36.3K
|
383
$139K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
114New |
$26.8K - $35.7K
|
114
$41.3K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
114New |
$26.8K - $35.7K
|
114
$41.3K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
114+ 4.7% |
$26.8K - $35.7K
|
2.54K
$919K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
111+ 20.98% |
$26.1K - $34.8K
|
640
$232K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
108+ 0.6% |
$25.4K - $33.8K
|
18.3K
$6.61M
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
108+ 0.86% |
$25.4K - $33.8K
|
12.7K
$4.59M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
107+ 4.36% |
$25.1K - $33.5K
|
2.56K
$927K
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
106+ 2.12% |
$24.9K - $33.2K
|
5.11K
$1.85M
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
103+ 12.72% |
$24.2K - $32.3K
|
913
$331K
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
103+ 5.68% |
$24.2K - $32.3K
|
1.92K
$693K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
102+ 5.56% |
$24K - $32K
|
1.94K
$700K
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
100+ 2.96% |
$23.5K - $31.3K
|
3.48K
$1.26M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
99New |
$23.3K - $31K
|
99
$35.8K
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
99+ 0.6% |
$23.3K - $31K
|
16.7K
$6.03M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
98+ 0.32% |
$23K - $30.7K
|
30.3K
$11M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
96+ 0.28% |
$22.6K - $30.1K
|
34.1K
$12.4M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 2.58% |
$22.3K - $29.8K
|
3.77K
$1.37M
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
93+ 10.33% |
$21.9K - $29.1K
|
993
$359K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
93+ 7.06% |
$21.9K - $29.1K
|
1.41K
$510K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
91+ 0.19% |
$21.4K - $28.5K
|
48.6K
$17.6M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
90+ 0.48% |
$21.1K - $28.2K
|
18.7K
$6.78M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90+ 0.26% |
$21.1K - $28.2K
|
34.7K
$12.6M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
89+ 0.5% |
$20.9K - $27.9K
|
18K
$6.51M
|