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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
BUY
|
- |
1.18K+ 3.73% |
$277K - $369K
|
32.8K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 8.09% |
$275K - $367K
|
15.6K
$6.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.15KNew |
$271K - $362K
|
1.15K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.15K+ 2564.44% |
$271K - $362K
|
1.2K
$466K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.11K+ 852.31% |
$260K - $347K
|
1.24K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.11KNew |
$260K - $347K
|
1.11K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 21.16% |
$260K - $346K
|
6.33K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.1KNew |
$259K - $346K
|
1.1K
$428K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.1KNew |
$259K - $346K
|
1.1K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.08KNew |
$254K - $339K
|
1.08K
$420K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.08K+ 38.49% |
$253K - $337K
|
3.88K
$1.5M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.06KNew |
$249K - $332K
|
1.06K
$412K
|
|
|
Feb 02, 2024
Q4 2023
|
Eos Management, L.P.
|
BUY
|
- |
1.05KNew |
$247K - $330K
|
1.05K
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 4.35% |
$244K - $325K
|
24.9K
$9.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.02K+ 33.69% |
$239K - $318K
|
4.03K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.01K+ 45.06% |
$238K - $317K
|
3.26K
$1.27M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1K+ 26.78% |
$236K - $314K
|
4.75K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
977New |
$230K - $306K
|
977
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
974+ 0.58% |
$229K - $305K
|
170K
$66.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
974New |
$229K - $305K
|
974
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
972New |
$228K - $304K
|
972
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
966+ 19.48% |
$227K - $303K
|
5.92K
$2.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
BUY
|
- |
944+ 28.47% |
$222K - $296K
|
4.26K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
939+ 7.09% |
$221K - $294K
|
14.2K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
938New |
$220K - $294K
|
938
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
938New |
$220K - $294K
|
938
$364K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
931New |
$219K - $292K
|
931
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
931New |
$219K - $292K
|
931
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
925New |
$217K - $290K
|
925
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
912New |
$214K - $286K
|
912
$354K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
908New |
$213K - $284K
|
908
$353K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
904New |
$212K - $283K
|
904
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
900New |
$211K - $282K
|
900
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
891New |
$209K - $279K
|
891
$346K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
891New |
$209K - $279K
|
891
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
881+ 10.45% |
$207K - $276K
|
9.31K
$3.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
880New |
$207K - $276K
|
880
$342K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
859+ 2.97% |
$202K - $269K
|
29.8K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
850New |
$200K - $266K
|
850
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
849New |
$199K - $266K
|
849
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
844+ 55.31% |
$198K - $264K
|
2.37K
$920K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
838New |
$197K - $263K
|
838
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
829+ 8.74% |
$195K - $260K
|
10.3K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
826+ 4.03% |
$194K - $259K
|
21.3K
$8.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
824New |
$194K - $258K
|
824
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
821New |
$193K - $257K
|
821
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
821+ 72.65% |
$193K - $257K
|
1.95K
$758K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
820New |
$193K - $257K
|
820
$318K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
818New |
$192K - $256K
|
818
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
817New |
$192K - $256K
|
817
$317K
|