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 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
820New |
$193K - $257K
|
820
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
818New |
$192K - $256K
|
818
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
817New |
$192K - $256K
|
817
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
816+ 2.85% |
$192K - $256K
|
29.4K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
803New |
$189K - $252K
|
803
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
787+ 4.28% |
$185K - $247K
|
19.2K
$6.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
786+ 0.08% |
$185K - $246K
|
987K
$352M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
785+ 13.31% |
$184K - $246K
|
6.69K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
779New |
$183K - $244K
|
779
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
777New |
$183K - $243K
|
777
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
773+ 0.46% |
$182K - $242K
|
169K
$60.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
771New |
$181K - $242K
|
771
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
771New |
$181K - $242K
|
771
$275K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
770New |
$181K - $241K
|
770
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
764New |
$180K - $239K
|
764
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
754New |
$177K - $236K
|
754
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
753New |
$177K - $236K
|
753
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
752New |
$177K - $236K
|
752
$268K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
742New |
$174K - $232K
|
742
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
738+ 10.64% |
$173K - $231K
|
7.67K
$2.74M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
738New |
$173K - $231K
|
738
$263K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
725New |
$170K - $227K
|
725
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
723New |
$170K - $226K
|
723
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
717New |
$168K - $225K
|
717
$256K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
714+ 2.37% |
$168K - $224K
|
30.9K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
710+ 0.5% |
$167K - $222K
|
142K
$50.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
706New |
$166K - $221K
|
706
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
706+ 7.4% |
$166K - $221K
|
10.2K
$3.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
BUY
|
- |
705New |
$166K - $221K
|
705
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
702New |
$165K - $220K
|
702
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
701New |
$165K - $220K
|
701
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
698New |
$164K - $219K
|
698
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
698New |
$164K - $219K
|
698
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
693New |
$163K - $217K
|
693
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
690New |
$162K - $216K
|
690
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
689New |
$162K - $216K
|
689
$246K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
688+ 63.94% |
$162K - $216K
|
1.76K
$630K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
688New |
$162K - $216K
|
688
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
684New |
$161K - $214K
|
684
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
679New |
$160K - $213K
|
679
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
677+ 7.74% |
$159K - $212K
|
9.43K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
676+ 192.05% |
$159K - $212K
|
1.03K
$367K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
675New |
$159K - $211K
|
675
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
675New |
$159K - $211K
|
675
$241K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
674New |
$158K - $211K
|
674
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
669New |
$157K - $210K
|
669
$239K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
668+ 7.98% |
$157K - $209K
|
9.04K
$3.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
664New |
$156K - $208K
|
664
$237K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
663+ 16.98% |
$156K - $208K
|
4.57K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
660New |
$155K - $207K
|
660
$236K
|