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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 0.79% |
$8.47K - $9.99K
|
3.18K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
25+ 0.41% |
$8.47K - $9.99K
|
6.08K
$2.04M
|
|
|
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
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25+ 1.12% |
$8.47K - $9.99K
|
2.26K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
25+ 0.93% |
$8.47K - $9.99K
|
2.71K
$909K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
24+ 0.44% |
$8.13K - $9.59K
|
5.44K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
24+ 2.65% |
$8.13K - $9.59K
|
928
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
24+ 2.74% |
$8.13K - $9.59K
|
899
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
24New |
$8.13K - $9.59K
|
24
$8.06K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 2.0% |
$8.13K - $9.59K
|
1.23K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
24+ 0.12% |
$8.13K - $9.59K
|
19.9K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
24+ 2.21% |
$8.13K - $9.59K
|
1.11K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23+ 1.94% |
$7.79K - $9.19K
|
1.21K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
23+ 230.0% |
$7.79K - $9.19K
|
33
$11.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 4.45% |
$7.45K - $8.79K
|
516
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
22New |
$7.45K - $8.79K
|
22
$7.39K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
21+ 9.95% |
$7.11K - $8.39K
|
232
$78K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21+ 3.22% |
$7.11K - $8.39K
|
673
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
20+ 0.23% |
$6.78K - $7.99K
|
8.56K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20New |
$6.78K - $7.99K
|
20
$6.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
20+ 3.43% |
$6.78K - $7.99K
|
603
$203K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 2.21% |
$6.78K - $7.99K
|
924
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 15.63% |
$6.78K - $7.99K
|
148
$49.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
20New |
$6.78K - $7.99K
|
20
$6.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
19+ 0.47% |
$6.44K - $7.59K
|
4.06K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 8.64% |
$6.44K - $7.59K
|
239
$80.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
18+ 1.77% |
$6.1K - $7.19K
|
1.04K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$6.1K - $7.19K
|
18
$6.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18+ 0.01% |
$6.1K - $7.19K
|
268K
$90M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
17+ 1.03% |
$5.76K - $6.8K
|
1.67K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 3.87% |
$5.76K - $6.8K
|
456
$153K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.79% |
$5.42K - $6.4K
|
2.03K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16+ 1.51% |
$5.42K - $6.4K
|
1.07K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$5.42K - $6.4K
|
16
$5.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$5.42K - $6.4K
|
16
$5.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.26% |
$5.42K - $6.4K
|
6.22K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
15New |
$5.08K - $6K
|
15
$5.04K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$5.08K - $6K
|
4.02K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
15+ 0.06% |
$5.08K - $6K
|
23.5K
$7.9M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.65% |
$5.08K - $6K
|
2.34K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15+ 0.62% |
$5.08K - $6K
|
2.44K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
14+ 1.59% |
$4.74K - $5.6K
|
894
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
14+ 0.85% |
$4.74K - $5.6K
|
1.66K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.77% |
$4.74K - $5.6K
|
1.84K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.5% |
$4.74K - $5.6K
|
2.82K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.45% |
$4.4K - $5.2K
|
912
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13New |
$4.4K - $5.2K
|
13
$4.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.64% |
$4.4K - $5.2K
|
2.04K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13+ 1.42% |
$4.4K - $5.2K
|
927
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13+ 0.07% |
$4.4K - $5.2K
|
19K
$6.38M
|