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 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-44- 5.31% |
$10.3K - $13.8K
|
785
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-44- 56.41% |
$10.3K - $13.8K
|
34
$12.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-45- 54.22% |
$10.6K - $14.1K
|
38
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 5.34% |
$10.6K - $14.1K
|
797
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-46- 0.71% |
$10.8K - $14.4K
|
6.47K
$2.34M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-47- 1.33% |
$11K - $14.7K
|
3.48K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-47- 1.43% |
$11K - $14.7K
|
3.24K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-48- 1.19% |
$11.3K - $15K
|
3.99K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49- 1.56% |
$11.5K - $15.4K
|
3.1K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-49- 3.05% |
$11.5K - $15.4K
|
1.56K
$563K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-49- 3.18% |
$11.5K - $15.4K
|
1.49K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 0.33% |
$11.5K - $15.4K
|
14.9K
$5.41M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-49- 0.68% |
$11.5K - $15.4K
|
7.14K
$2.58M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-50- 2.05% |
$11.7K - $15.7K
|
2.39K
$864K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-50- 5.17% |
$11.7K - $15.7K
|
917
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 6.25% |
$11.7K - $15.7K
|
750
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-50- 1.27% |
$11.7K - $15.7K
|
3.88K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-52- 3.84% |
$12.2K - $16.3K
|
1.3K
$471K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-53- 4.97% |
$12.5K - $16.6K
|
1.01K
$367K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 60.92% |
$12.5K - $16.6K
|
34
$12.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-55- 3.05% |
$12.9K - $17.2K
|
1.75K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-55- 1.72% |
$12.9K - $17.2K
|
3.15K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-55- 1.02% |
$12.9K - $17.2K
|
5.32K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 3.53% |
$13.4K - $17.9K
|
1.56K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-58- 7.18% |
$13.6K - $18.2K
|
750
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-59- 4.23% |
$13.9K - $18.5K
|
1.34K
$484K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-59- 1.19% |
$13.9K - $18.5K
|
4.91K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-59- 4.06% |
$13.9K - $18.5K
|
1.39K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-63- 75.0% |
$14.8K - $19.7K
|
21
$7.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-64- 0.6% |
$15K - $20K
|
10.6K
$3.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-65- 7.58% |
$15.3K - $20.4K
|
792
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-65- 5.08% |
$15.3K - $20.4K
|
1.21K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-65- 5.28% |
$15.3K - $20.4K
|
1.17K
$422K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 61.32% |
$15.3K - $20.4K
|
41
$14.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-66- 0.16% |
$15.5K - $20.7K
|
41.5K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-66- 0.41% |
$15.5K - $20.7K
|
16.2K
$5.86M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-68- 3.24% |
$16K - $21.3K
|
2.03K
$736K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-69- 1.39% |
$16.2K - $21.6K
|
4.88K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-69- 7.29% |
$16.2K - $21.6K
|
878
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-70- 6.99% |
$16.4K - $21.9K
|
932
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-70- 5.23% |
$16.4K - $21.9K
|
1.27K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-70- 30.43% |
$16.4K - $21.9K
|
160
$57.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-73- 5.61% |
$17.2K - $22.9K
|
1.23K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-75- 1.72% |
$17.6K - $23.5K
|
4.29K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-75- 0.71% |
$17.6K - $23.5K
|
10.5K
$3.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-76- 3.51% |
$17.9K - $23.8K
|
2.09K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-77- 0.95% |
$18.1K - $24.1K
|
8.02K
$2.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-77- 4.05% |
$18.1K - $24.1K
|
1.83K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-78- 0.63% |
$18.3K - $24.4K
|
12.4K
$4.48M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-80- 2.13% |
$18.8K - $25.1K
|
3.68K
$1.33M
|