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 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.81% |
$3.99K - $5.33K
|
2.11K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
17+ 0.41% |
$3.99K - $5.33K
|
4.15K
$1.61M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
17+ 3.76% |
$3.99K - $5.33K
|
469
$182K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
16New |
$3.76K - $5.01K
|
16
$6.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 1.39% |
$3.76K - $5.01K
|
1.17K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16New |
$3.76K - $5.01K
|
16
$6.21K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 42.11% |
$3.76K - $5.01K
|
54
$21K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
15+ 0.93% |
$3.52K - $4.7K
|
1.63K
$633K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$3.52K - $4.7K
|
15
$5.82K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14+ 0.36% |
$3.29K - $4.39K
|
3.88K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 1.22% |
$3.29K - $4.39K
|
1.17K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14New |
$3.29K - $4.39K
|
14
$5.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
13+ 1.2% |
$3.05K - $4.07K
|
1.1K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.8% |
$2.82K - $3.76K
|
1.51K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 5.29% |
$2.82K - $3.76K
|
239
$92.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12+ 1.12% |
$2.82K - $3.76K
|
1.08K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
12+ 1.34% |
$2.82K - $3.76K
|
909
$353K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
11+ 1.23% |
$2.58K - $3.45K
|
904
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10New |
$2.35K - $3.13K
|
10
$3.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10+ 0.18% |
$2.35K - $3.13K
|
5.6K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
10+ 0.03% |
$2.35K - $3.13K
|
31.6K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10New |
$2.35K - $3.13K
|
10
$3.88K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$2.11K - $2.82K
|
9
$3.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.68% |
$2.11K - $2.82K
|
1.33K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.13% |
$2.11K - $2.82K
|
6.86K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9+ 180.0% |
$2.11K - $2.82K
|
14
$5.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$2.11K - $2.82K
|
9
$3.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
8New |
$1.88K - $2.51K
|
8
$3.11K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7New |
$1.64K - $2.19K
|
7
$2.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
7+ 1.93% |
$1.64K - $2.19K
|
369
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
7+ 0.47% |
$1.64K - $2.19K
|
1.49K
$577K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.22% |
$1.64K - $2.19K
|
3.17K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
7+ 0.1% |
$1.64K - $2.19K
|
6.98K
$2.71M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6New |
$1.41K - $1.88K
|
6
$2.33K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5+ 0.5% |
$1.17K - $1.57K
|
1.01K
$393K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5+ 0.17% |
$1.17K - $1.57K
|
2.9K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.08% |
$1.17K - $1.57K
|
6.56K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.21% |
$1.17K - $1.57K
|
2.4K
$932K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$940 - $1.25K
|
920
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.22% |
$940 - $1.25K
|
1.82K
$708K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.24% |
$940 - $1.25K
|
1.68K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4+ 0.4% |
$940 - $1.25K
|
996
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4+ 5.06% |
$940 - $1.25K
|
83
$32.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.14% |
$705 - $940
|
2.08K
$807K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3+ 0.17% |
$705 - $940
|
1.78K
$691K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.2% |
$705 - $940
|
1.51K
$585K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.08% |
$705 - $940
|
4K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.7% |
$705 - $940
|
431
$167K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.09% |
$470 - $627
|
2.11K
$820K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$470 - $627
|
1.11K
$431K
|