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 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
656New |
$154K - $206K
|
656
$255K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
655New |
$154K - $205K
|
655
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
654New |
$154K - $205K
|
654
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
654New |
$154K - $205K
|
654
$254K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
654New |
$154K - $205K
|
654
$254K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
652New |
$153K - $204K
|
652
$253K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
649+ 6.7% |
$153K - $203K
|
10.3K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
649New |
$153K - $203K
|
649
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
648New |
$152K - $203K
|
648
$252K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
648New |
$152K - $203K
|
648
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
645+ 21.5% |
$152K - $202K
|
3.65K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
633+ 5.09% |
$149K - $198K
|
13.1K
$5.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
625+ 868.06% |
$147K - $196K
|
697
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
618+ 0.91% |
$145K - $194K
|
68.6K
$26.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
614+ 5.3% |
$144K - $192K
|
12.2K
$4.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
609+ 10.7% |
$143K - $191K
|
6.3K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
600New |
$141K - $188K
|
600
$233K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
591+ 0.15% |
$139K - $185K
|
389K
$151M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
578+ 68.89% |
$136K - $181K
|
1.42K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
566+ 7.46% |
$133K - $177K
|
8.15K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
557+ 6.99% |
$131K - $174K
|
8.53K
$3.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
547+ 9.55% |
$129K - $171K
|
6.28K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
542+ 56.46% |
$127K - $170K
|
1.5K
$583K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532+ 22.56% |
$125K - $167K
|
2.89K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
531+ 42.48% |
$125K - $166K
|
1.78K
$692K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
518+ 38.6% |
$122K - $162K
|
1.86K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$117K - $157K
|
500
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
482+ 5.37% |
$113K - $151K
|
9.45K
$3.67M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
480New |
$113K - $150K
|
480
$186K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
471+ 2.3% |
$111K - $148K
|
21K
$8.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
460+ 2.03% |
$108K - $144K
|
23.1K
$8.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
455+ 39.46% |
$107K - $143K
|
1.61K
$624K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
451+ 140.06% |
$106K - $141K
|
773
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
450+ 44.25% |
$106K - $141K
|
1.47K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
444+ 9.17% |
$104K - $139K
|
5.28K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
426+ 2.68% |
$100K - $133K
|
16.3K
$6.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
405New |
$95.2K - $127K
|
405
$157K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
405+ 3.39% |
$95.2K - $127K
|
12.4K
$4.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
399+ 10.37% |
$93.8K - $125K
|
4.25K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
398+ 3.73% |
$93.5K - $125K
|
11.1K
$4.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
392+ 28.89% |
$92.1K - $123K
|
1.75K
$679K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
391+ 90.3% |
$91.9K - $122K
|
824
$320K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
391+ 0.32% |
$91.9K - $122K
|
121K
$47.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
390+ 12.64% |
$91.6K - $122K
|
3.48K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
385+ 47.89% |
$90.5K - $121K
|
1.19K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
382New |
$89.8K - $120K
|
382
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
380+ 2.16% |
$89.3K - $119K
|
18K
$6.99M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
353+ 5.01% |
$82.9K - $111K
|
7.4K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
346+ 1.9% |
$81.3K - $108K
|
18.5K
$7.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
345+ 4.64% |
$81.1K - $108K
|
7.78K
$3.02M
|