Purchases and Sales Made in Q4 2024 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q4 2024. 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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28New |
$9.49K - $11.2K
|
28
$9.93K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.51% |
$9.49K - $11.2K
|
1.89K
$669K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 1.25% |
$9.49K - $11.2K
|
2.26K
$802K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 1.57% |
$9.15K - $10.8K
|
1.74K
$618K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27New |
$9.15K - $10.8K
|
27
$9.58K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
27+ 6.52% |
$9.15K - $10.8K
|
441
$156K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27+ 0.46% |
$9.15K - $10.8K
|
5.87K
$2.08M
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
27+ 0.65% |
$9.15K - $10.8K
|
4.16K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
26+ 0.55% |
$8.81K - $10.4K
|
4.73K
$1.68M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26+ 1.2% |
$8.81K - $10.4K
|
2.2K
$779K
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 0.79% |
$8.47K - $9.99K
|
3.18K
$1.13M
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
25+ 0.41% |
$8.47K - $9.99K
|
6.08K
$2.16M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25+ 0.71% |
$8.47K - $9.99K
|
3.57K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25+ 1.12% |
$8.47K - $9.99K
|
2.26K
$803K
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
25+ 0.93% |
$8.47K - $9.99K
|
2.71K
$960K
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
24+ 0.44% |
$8.13K - $9.59K
|
5.44K
$1.93M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
24+ 2.65% |
$8.13K - $9.59K
|
928
$329K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
24+ 2.74% |
$8.13K - $9.59K
|
899
$319K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
24New |
$8.13K - $9.59K
|
24
$8.51K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 2.0% |
$8.13K - $9.59K
|
1.23K
$435K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
24+ 0.12% |
$8.13K - $9.59K
|
19.9K
$7.05M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
24+ 2.21% |
$8.13K - $9.59K
|
1.11K
$394K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 1.94% |
$7.79K - $9.19K
|
1.21K
$429K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23+ 230.0% |
$7.79K - $9.19K
|
33
$11.7K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
23New |
$7.79K - $9.19K
|
23
$8.16K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 4.45% |
$7.45K - $8.79K
|
516
$183K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
22New |
$7.45K - $8.79K
|
22
$7.8K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
21+ 9.95% |
$7.11K - $8.39K
|
232
$82.3K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21+ 3.22% |
$7.11K - $8.39K
|
673
$239K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
20+ 0.23% |
$6.78K - $7.99K
|
8.56K
$3.04M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20New |
$6.78K - $7.99K
|
20
$7.09K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
20+ 3.43% |
$6.78K - $7.99K
|
603
$214K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.21% |
$6.78K - $7.99K
|
924
$328K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 15.63% |
$6.78K - $7.99K
|
148
$52.5K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$6.78K - $7.99K
|
20
$7.09K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$6.78K - $7.99K
|
20
$7.09K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
19+ 0.47% |
$6.44K - $7.59K
|
4.06K
$1.44M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 8.64% |
$6.44K - $7.59K
|
239
$84.8K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
18+ 1.77% |
$6.1K - $7.19K
|
1.04K
$367K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$6.1K - $7.19K
|
18
$6.39K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18+ 0.01% |
$6.1K - $7.19K
|
268K
$95M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
17+ 1.03% |
$5.76K - $6.8K
|
1.67K
$594K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 3.87% |
$5.76K - $6.8K
|
456
$162K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.79% |
$5.42K - $6.4K
|
2.03K
$722K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16+ 1.51% |
$5.42K - $6.4K
|
1.07K
$381K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$5.42K - $6.4K
|
16
$5.68K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$5.42K - $6.4K
|
16
$5.68K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.26% |
$5.42K - $6.4K
|
6.22K
$2.21M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
15New |
$5.08K - $6K
|
15
$5.32K
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$5.08K - $6K
|
4.02K
$1.43M
|