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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 0.61% |
$470 - $627
|
331
$120K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2New |
$470 - $627
|
2
$724
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.28% |
$470 - $627
|
708
$256K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$235 - $313
|
1.36K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.08% |
$235 - $313
|
1.23K
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.28% |
$235 - $313
|
357
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.56% |
$235 - $313
|
181
$65.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1+ 0.01% |
$235 - $313
|
16.7K
$6.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1+ 0.37% |
$235 - $313
|
271
$98.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.33% |
$235 - $313
|
303
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.09% |
$235 - $313
|
1.12K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$235 - $313
|
1
$362
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.03% |
$235 - $313
|
3.45K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.72% |
$235 - $313
|
59
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1+ 0.01% |
$235 - $313
|
11.3K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.05% |
$235 - $313
|
2.06K
$747K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1- 0.13% |
$235 - $313
|
787
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$235 - $313
|
1.95K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.07% |
$235 - $313
|
1.48K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1- 0.09% |
$235 - $313
|
1.06K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-1- 0.96% |
$235 - $313
|
103
$37.3K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 6.25% |
$235 - $313
|
15
$5.43K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 28.57% |
$470 - $627
|
5
$1.81K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.27% |
$470 - $627
|
729
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2- 0.11% |
$470 - $627
|
1.82K
$657K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2- 0.6% |
$470 - $627
|
329
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2- 0.12% |
$470 - $627
|
1.65K
$596K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3Closed |
$705 - $940
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 11.9% |
$1.17K - $1.57K
|
37
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-5- 0.33% |
$1.17K - $1.57K
|
1.53K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-6- 0.5% |
$1.41K - $1.88K
|
1.21K
$437K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6- 0.73% |
$1.41K - $1.88K
|
820
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6- 0.16% |
$1.41K - $1.88K
|
3.72K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 23.08% |
$1.41K - $1.88K
|
20
$7.24K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6- 0.06% |
$1.41K - $1.88K
|
9.23K
$3.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-7- 0.81% |
$1.64K - $2.19K
|
861
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7- 0.66% |
$1.64K - $2.19K
|
1.05K
$380K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 0.05% |
$1.64K - $2.19K
|
12.8K
$4.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-9- 0.79% |
$2.11K - $2.82K
|
1.13K
$409K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 7.81% |
$2.35K - $3.13K
|
118
$42.7K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-10- 0.95% |
$2.35K - $3.13K
|
1.04K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-12- 1.22% |
$2.82K - $3.76K
|
972
$352K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13- 0.91% |
$3.05K - $4.07K
|
1.42K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-13- 11.5% |
$3.05K - $4.07K
|
100
$36.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-13- 0.17% |
$3.05K - $4.07K
|
7.45K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 1.31% |
$3.29K - $4.39K
|
1.06K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-15- 0.58% |
$3.52K - $4.7K
|
2.57K
$932K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 1.11% |
$3.76K - $5.01K
|
1.43K
$516K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-16- 1.17% |
$3.76K - $5.01K
|
1.36K
$491K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 41.03% |
$3.76K - $5.01K
|
23
$8.33K
|