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 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 6.63% |
$10.1K - $13.5K
|
692
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
43+ 8.25% |
$10.1K - $13.5K
|
564
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
40+ 0.54% |
$9.4K - $12.5K
|
7.42K
$2.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39+ 1.93% |
$9.16K - $12.2K
|
2.06K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
39+ 1.65% |
$9.16K - $12.2K
|
2.4K
$933K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
39+ 0.21% |
$9.16K - $12.2K
|
18.3K
$7.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
38+ 4.69% |
$8.93K - $11.9K
|
848
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
38+ 3.56% |
$8.93K - $11.9K
|
1.11K
$429K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 66.67% |
$8.93K - $11.9K
|
95
$36.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 3.49% |
$8.69K - $11.6K
|
1.1K
$426K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
37+ 3.49% |
$8.69K - $11.6K
|
1.1K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
36+ 0.88% |
$8.46K - $11.3K
|
4.11K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 5.55% |
$8.22K - $11K
|
666
$259K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
34+ 0.45% |
$7.99K - $10.7K
|
7.56K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
34+ 4.72% |
$7.99K - $10.7K
|
754
$293K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34+ 0.02% |
$7.99K - $10.7K
|
152K
$59.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
33New |
$7.75K - $10.3K
|
33
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
32New |
$7.52K - $10K
|
32
$12.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
31+ 0.83% |
$7.28K - $9.71K
|
3.74K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
31+ 9.23% |
$7.28K - $9.71K
|
367
$143K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
30+ 2.29% |
$7.05K - $9.4K
|
1.34K
$520K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.3% |
$7.05K - $9.4K
|
10.1K
$3.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 3.19% |
$7.05K - $9.4K
|
970
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
28+ 2.89% |
$6.58K - $8.77K
|
997
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
26+ 1.9% |
$6.11K - $8.15K
|
1.39K
$541K
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
BUY
|
- |
25+ 0.04% |
$5.87K - $7.83K
|
59.9K
$23.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
24+ 2.86% |
$5.64K - $7.52K
|
862
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24New |
$5.64K - $7.52K
|
24
$9.32K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
24+ 2.61% |
$5.64K - $7.52K
|
943
$366K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
24+ 14.04% |
$5.64K - $7.52K
|
195
$75.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
23New |
$5.4K - $7.21K
|
23
$8.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 13.07% |
$5.4K - $7.21K
|
199
$77.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
23+ 0.91% |
$5.4K - $7.21K
|
2.54K
$987K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 2.3% |
$5.4K - $7.21K
|
1.02K
$398K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
22+ 0.13% |
$5.17K - $6.89K
|
16.7K
$6.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 1.96% |
$5.17K - $6.89K
|
1.15K
$445K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.42% |
$5.17K - $6.89K
|
5.23K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
22+ 0.82% |
$5.17K - $6.89K
|
2.72K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 15.28% |
$5.17K - $6.89K
|
166
$64.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
21+ 0.68% |
$4.93K - $6.58K
|
3.09K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21New |
$4.93K - $6.58K
|
21
$8.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 0.86% |
$4.7K - $6.27K
|
2.34K
$909K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
20New |
$4.7K - $6.27K
|
20
$7.77K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
20New |
$4.7K - $6.27K
|
20
$7.77K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$4.23K - $5.64K
|
18
$6.99K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
18+ 4.11% |
$4.23K - $5.64K
|
456
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18+ 69.23% |
$4.23K - $5.64K
|
44
$17.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18+ 0.79% |
$4.23K - $5.64K
|
2.29K
$888K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 3.76% |
$3.99K - $5.33K
|
469
$182K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
17New |
$3.99K - $5.33K
|
17
$6.6K
|