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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
171+ 11.84% |
$57.9K - $68.4K
|
1.62K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
170+ 15.23% |
$57.6K - $68K
|
1.29K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
169+ 4.32% |
$57.2K - $67.6K
|
4.08K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
168+ 13.22% |
$56.9K - $67.2K
|
1.44K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
167+ 0.08% |
$56.6K - $66.8K
|
201K
$72.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
167+ 7.55% |
$56.6K - $66.8K
|
2.38K
$858K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
159+ 0.15% |
$53.9K - $63.6K
|
103K
$37.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
159+ 3.75% |
$53.9K - $63.6K
|
4.4K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
159+ 4.3% |
$53.9K - $63.6K
|
3.85K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
158+ 0.91% |
$53.5K - $63.2K
|
17.5K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
158+ 1.04% |
$53.5K - $63.2K
|
15.3K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
158+ 5.96% |
$53.5K - $63.2K
|
2.81K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
156+ 5.44% |
$52.8K - $62.4K
|
3.02K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
155+ 3.9% |
$52.5K - $62K
|
4.13K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
153+ 0.72% |
$51.8K - $61.2K
|
21.5K
$7.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
147+ 1.57% |
$49.8K - $58.8K
|
9.5K
$3.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
140+ 6.25% |
$47.4K - $56K
|
2.38K
$859K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
138+ 3.81% |
$46.7K - $55.2K
|
3.76K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
137New |
$46.4K - $54.8K
|
137
$49.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
137New |
$46.4K - $54.8K
|
137
$49.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
137+ 3.51% |
$46.4K - $54.8K
|
4.04K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
135+ 14.32% |
$45.7K - $54K
|
1.08K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
133+ 8.94% |
$45.1K - $53.2K
|
1.62K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 0.58% |
$43.4K - $51.2K
|
22.4K
$8.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
128+ 6.38% |
$43.4K - $51.2K
|
2.13K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
127+ 23.61% |
$43K - $50.8K
|
665
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
127+ 22.68% |
$43K - $50.8K
|
687
$248K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
125+ 2.55% |
$42.3K - $50K
|
5.03K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
123+ 12.25% |
$41.7K - $49.2K
|
1.13K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
123+ 7.93% |
$41.7K - $49.2K
|
1.68K
$604K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
122+ 1.14% |
$41.3K - $48.8K
|
10.8K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
122+ 2.24% |
$41.3K - $48.8K
|
5.57K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
120New |
$40.7K - $48K
|
120
$43.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
112+ 8.4% |
$37.9K - $44.8K
|
1.45K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
111+ 0.32% |
$37.6K - $44.4K
|
34.6K
$12.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 10.7% |
$37.3K - $44K
|
1.14K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
108+ 5.58% |
$36.6K - $43.2K
|
2.04K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
107+ 11.15% |
$36.2K - $42.8K
|
1.07K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
105New |
$35.6K - $42K
|
105
$37.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
104+ 7.37% |
$35.2K - $41.6K
|
1.52K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
100+ 0.15% |
$33.9K - $40K
|
68.1K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
97+ 1.2% |
$32.9K - $38.8K
|
8.16K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
94+ 0.56% |
$31.8K - $37.6K
|
16.9K
$6.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
84+ 0.75% |
$28.5K - $33.6K
|
11.3K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
84+ 5.73% |
$28.5K - $33.6K
|
1.55K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
79+ 0.3% |
$26.8K - $31.6K
|
26.1K
$9.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
79+ 5.93% |
$26.8K - $31.6K
|
1.41K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
78+ 11.82% |
$26.4K - $31.2K
|
738
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
77+ 2.23% |
$26.1K - $30.8K
|
3.53K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
77New |
$26.1K - $30.8K
|
77
$27.8K
|