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 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
84New |
$19.7K - $26.3K
|
84
$30.4K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
84New |
$19.7K - $26.3K
|
84
$30.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
82+ 6.81% |
$19.3K - $25.7K
|
1.29K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
82+ 4.41% |
$19.3K - $25.7K
|
1.94K
$703K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
82+ 1.72% |
$19.3K - $25.7K
|
4.86K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
81+ 2.23% |
$19K - $25.4K
|
3.72K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
81+ 1.31% |
$19K - $25.4K
|
6.26K
$2.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
80+ 8.23% |
$18.8K - $25.1K
|
1.05K
$381K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
80New |
$18.8K - $25.1K
|
80
$29K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
79+ 2.08% |
$18.6K - $24.7K
|
3.88K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
78+ 8.02% |
$18.3K - $24.4K
|
1.05K
$380K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
76+ 5.61% |
$17.9K - $23.8K
|
1.43K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
76+ 0.4% |
$17.9K - $23.8K
|
19.1K
$6.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
75+ 4.67% |
$17.6K - $23.5K
|
1.68K
$608K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
75+ 3.92% |
$17.6K - $23.5K
|
1.99K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
74+ 0.07% |
$17.4K - $23.2K
|
108K
$39.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
72+ 1.05% |
$16.9K - $22.6K
|
6.94K
$2.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 3.33% |
$16.9K - $22.6K
|
2.23K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
71+ 6.58% |
$16.7K - $22.2K
|
1.15K
$416K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 16.06% |
$16.4K - $21.9K
|
506
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69+ 3.27% |
$16.2K - $21.6K
|
2.18K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
69+ 3.55% |
$16.2K - $21.6K
|
2.01K
$728K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
68+ 0.18% |
$16K - $21.3K
|
37K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
67+ 0.59% |
$15.7K - $21K
|
11.3K
$4.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
65+ 2.45% |
$15.3K - $20.4K
|
2.72K
$984K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
65+ 6.06% |
$15.3K - $20.4K
|
1.14K
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
65+ 158.54% |
$15.3K - $20.4K
|
106
$38.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
63+ 6.06% |
$14.8K - $19.7K
|
1.1K
$399K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
62+ 2.2% |
$14.6K - $19.4K
|
2.87K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
57New |
$13.4K - $17.9K
|
57
$20.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
56+ 2.27% |
$13.2K - $17.5K
|
2.52K
$912K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
54New |
$12.7K - $16.9K
|
54
$19.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
54New |
$12.7K - $16.9K
|
54
$19.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
53+ 6.67% |
$12.5K - $16.6K
|
848
$307K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
53+ 4.9% |
$12.5K - $16.6K
|
1.13K
$411K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
51+ 1.59% |
$12K - $16K
|
3.26K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
51New |
$12K - $16K
|
51
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
51+ 1.59% |
$12K - $16K
|
3.26K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
50+ 3.15% |
$11.7K - $15.7K
|
1.64K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
50New |
$11.7K - $15.7K
|
50
$18.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
50New |
$11.7K - $15.7K
|
50
$18.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
49+ 1.07% |
$11.5K - $15.4K
|
4.64K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 2.94% |
$11.5K - $15.4K
|
1.72K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
49+ 1.69% |
$11.5K - $15.4K
|
2.94K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
47+ 1.6% |
$11K - $14.7K
|
2.98K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
46+ 3.72% |
$10.8K - $14.4K
|
1.28K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46New |
$10.8K - $14.4K
|
46
$16.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 6.63% |
$10.1K - $13.5K
|
692
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
43+ 8.25% |
$10.1K - $13.5K
|
564
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.54% |
$9.4K - $12.5K
|
7.42K
$2.69M
|