Latest Institutional Transactions on Sherwin Williams CO (SHW)
This table provides information on the latest institutional transactions involving Sherwin Williams CO (SHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
392+ 22.44% |
$133K - $157K
|
2.14K
$775K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
30+ 2.39% |
$10.2K - $12K
|
1.29K
$466K
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-117- 9.88% |
$39.6K - $46.8K
|
1.07K
$387K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$5.42K - $6.4K
|
16
$5.8K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-105- 11.27% |
$35.6K - $42K
|
827
$300K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-553K- 79.89% |
$187M - $221M
|
139K
$50.5M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 6.44% |
$16.9K - $20K
|
827
$300K
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
322+ 17.09% |
$109K - $129K
|
2.21K
$799K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
213K+ 682.74% |
$72.2M - $85.2M
|
244K
$88.5M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
278K+ 47.46% |
$94.3M - $111M
|
865K
$313M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-259- 1.94% |
$87.7K - $104K
|
13.1K
$4.74M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 1.51% |
$1.02K - $1.2K
|
196
$71K
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
168+ 13.22% |
$56.9K - $67.2K
|
1.44K
$521K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
137New |
$46.4K - $54.8K
|
137
$49.6K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
705+ 2.09% |
$239K - $282K
|
34.5K
$12.5M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
7+ 0.37% |
$2.37K - $2.8K
|
1.88K
$682K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
897New |
$304K - $359K
|
897
$325K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-80- 4.32% |
$27.1K - $32K
|
1.77K
$641K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
2+ 0.08% |
$678 - $799
|
2.41K
$874K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
107+ 11.15% |
$36.2K - $42.8K
|
1.07K
$387K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
732+ 19.55% |
$248K - $293K
|
4.48K
$1.62M
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10K+ 6.82% |
$3.39M - $4M
|
157K
$56.9M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.6% |
$339 - $400
|
167
$60.5K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-898- 5.36% |
$304K - $359K
|
15.8K
$5.74M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-101- 1.23% |
$34.2K - $40.4K
|
8.08K
$2.93M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
371+ 7.08% |
$126K - $148K
|
5.61K
$2.03M
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-17- 0.05% |
$5.76K - $6.8K
|
35.7K
$12.9M
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-68.6K- 20.06% |
$23.2M - $27.4M
|
273K
$99M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-300- 1.29% |
$102K - $120K
|
22.9K
$8.3M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
24+ 2.74% |
$8.13K - $9.59K
|
899
$326K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9+ 0.83% |
$3.05K - $3.6K
|
1.09K
$395K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
48+ 1.39% |
$16.3K - $19.2K
|
3.5K
$1.27M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.86K+ 21.95% |
$631K - $745K
|
10.4K
$3.75M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-99- 0.68% |
$33.5K - $39.6K
|
14.5K
$5.24M
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
122+ 2.24% |
$41.3K - $48.8K
|
5.57K
$2.02M
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-112- 1.01% |
$37.9K - $44.8K
|
11K
$3.98M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2New |
$678 - $799
|
2
$725
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
27New |
$9.15K - $10.8K
|
27
$9.78K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
47+ 0.39% |
$15.9K - $18.8K
|
12.2K
$4.41M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25+ 1.12% |
$8.47K - $9.99K
|
2.26K
$820K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-60- 1.98% |
$20.3K - $24K
|
2.97K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49+ 6.9% |
$16.6K - $19.6K
|
759
$275K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
24New |
$8.13K - $9.59K
|
24
$8.7K
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
4.3KNew |
$1.46M - $1.72M
|
4.3K
$1.56M
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-100- 2.49% |
$33.9K - $40K
|
3.92K
$1.42M
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
950+ 9.6% |
$322K - $380K
|
10.9K
$3.93M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
708+ 32.88% |
$240K - $283K
|
2.86K
$1.04M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.83K- 17.63% |
$2.31M - $2.73M
|
31.9K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.6K- 2.99% |
$543K - $641K
|
52K
$18.8M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-418- 0.18% |
$142K - $167K
|
226K
$82M
|