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 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
15+ 0.06% |
$5.08K - $6K
|
23.5K
$8.44M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
15+ 0.65% |
$5.08K - $6K
|
2.34K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15+ 0.62% |
$5.08K - $6K
|
2.44K
$874K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
14+ 1.59% |
$4.74K - $5.6K
|
894
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
14+ 0.85% |
$4.74K - $5.6K
|
1.66K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.77% |
$4.74K - $5.6K
|
1.84K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.5% |
$4.74K - $5.6K
|
2.82K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.45% |
$4.4K - $5.2K
|
912
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13New |
$4.4K - $5.2K
|
13
$4.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.64% |
$4.4K - $5.2K
|
2.04K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13+ 1.42% |
$4.4K - $5.2K
|
927
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13+ 0.07% |
$4.4K - $5.2K
|
19K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
12+ 1.74% |
$4.07K - $4.8K
|
701
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
12+ 0.51% |
$4.07K - $4.8K
|
2.38K
$853K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 1.02% |
$4.07K - $4.8K
|
1.19K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
12New |
$4.07K - $4.8K
|
12
$4.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
12New |
$4.07K - $4.8K
|
12
$4.31K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
12New |
$4.07K - $4.8K
|
12
$4.31K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
12+ 0.74% |
$4.07K - $4.8K
|
1.63K
$586K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
12New |
$4.07K - $4.8K
|
12
$4.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 0.7% |
$3.73K - $4.4K
|
1.59K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
11New |
$3.73K - $4.4K
|
11
$3.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
10+ 13.89% |
$3.39K - $4K
|
82
$29.4K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
10New |
$3.39K - $4K
|
10
$3.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10+ 0.27% |
$3.39K - $4K
|
3.72K
$1.34M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
10+ 0.23% |
$3.39K - $4K
|
4.29K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9+ 25.0% |
$3.05K - $3.6K
|
45
$16.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9+ 0.83% |
$3.05K - $3.6K
|
1.09K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 5.52% |
$3.05K - $3.6K
|
172
$61.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
8+ 0.19% |
$2.71K - $3.2K
|
4.27K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8+ 0.42% |
$2.71K - $3.2K
|
1.92K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
8New |
$2.71K - $3.2K
|
8
$2.87K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$2.37K - $2.8K
|
7
$2.51K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7New |
$2.37K - $2.8K
|
7
$2.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 100.0% |
$2.37K - $2.8K
|
14
$5.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 7.78% |
$2.37K - $2.8K
|
97
$34.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
7+ 0.37% |
$2.37K - $2.8K
|
1.88K
$675K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7New |
$2.37K - $2.8K
|
7
$2.51K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
7+ 0.87% |
$2.37K - $2.8K
|
810
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
7+ 0.78% |
$2.37K - $2.8K
|
899
$323K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7New |
$2.37K - $2.8K
|
7
$2.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
6+ 0.81% |
$2.03K - $2.4K
|
751
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6+ 0.57% |
$2.03K - $2.4K
|
1.06K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6New |
$2.03K - $2.4K
|
6
$2.15K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 27.78% |
$1.69K - $2K
|
23
$8.25K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 4.1% |
$1.69K - $2K
|
127
$45.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.24% |
$1.69K - $2K
|
2.12K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$1.69K - $2K
|
5
$1.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5+ 0.25% |
$1.69K - $2K
|
2.01K
$721K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 4.39% |
$1.69K - $2K
|
119
$42.7K
|