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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2+ 2.99% |
$501 - $562
|
69
$24.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-217- 8.76% |
$54.4K - $61K
|
2.26K
$806K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
3.17KNew |
$795K - $891K
|
3.17K
$1.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 250.0% |
$5.01K - $5.62K
|
28
$9.99K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.15K- 6.19% |
$288K - $323K
|
17.4K
$6.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5New |
$1.25K - $1.4K
|
5
$1.78K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
16+ 0.61% |
$4.01K - $4.49K
|
2.65K
$944K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
420New |
$105K - $118K
|
420
$150K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
348New |
$87.2K - $97.8K
|
348
$124K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.45K- 37.26% |
$1.88M - $2.24M
|
14.2K
$5.08M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 1130.89% |
$3.43M - $4.1M
|
16.8K
$6M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3New |
$667 - $797
|
3
$1.07K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-35.1K- 97.44% |
$7.8M - $9.31M
|
920
$328K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
138New |
$30.7K - $36.6K
|
138
$49.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
121KNew |
$26.9M - $32.1M
|
121K
$43.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
1.85K+ 15.08% |
$412K - $492K
|
14.1K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
6.83KNew |
$1.52M - $1.81M
|
6.83K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18New |
$4K - $4.78K
|
18
$6.42K
|
|
|
Aug 14, 2023
Q2 2023
|
1060 Capital, LLC
Denver, CO |
BUY
|
- |
30KNew |
$6.67M - $7.97M
|
30K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
30New |
$6.67K - $7.97K
|
30
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-9- 0.72% |
$2K - $2.39K
|
1.23K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.31KNew |
$736K - $879K
|
3.31K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
4K+ 20.0% |
$889K - $1.06M
|
24K
$8.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.66KNew |
$2.15M - $2.56M
|
9.66K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-1K- 20.0% |
$222K - $266K
|
4K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
75+ 7.14% |
$16.7K - $19.9K
|
1.13K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.42KNew |
$316K - $378K
|
1.42K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
50.4KNew |
$11.2M - $13.4M
|
50.4K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.69KNew |
$597K - $713K
|
2.69K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4.3K- 79.67% |
$956K - $1.14M
|
1.1K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-125- 12.2% |
$27.8K - $33.2K
|
900
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.24% |
$222 - $266
|
417
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
263+ 16.39% |
$58.4K - $69.8K
|
1.87K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
838New |
$186K - $223K
|
838
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.9KNew |
$422K - $504K
|
1.9K
$678K
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
1KNew |
$222K - $266K
|
1K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
15.1KNew |
$3.36M - $4.01M
|
15.1K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.59K+ 79.17% |
$352K - $421K
|
3.59K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Rivulet Capital, LLC
Summit, NJ |
BUY
|
- |
325KNew |
$72.2M - $86.3M
|
325K
$116M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
CALL |
-10.5K- 87.5% |
$2.33M - $2.79M
|
1.5K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.7K+ 2.31% |
$600K - $717K
|
120K
$42.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
107+ 1.32% |
$23.8K - $28.4K
|
8.18K
$2.92M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.9KNew |
$422K - $504K
|
1.9K
$677K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.09K+ 2.11% |
$464K - $555K
|
101K
$36.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1.46K- 0.19% |
$325K - $388K
|
780K
$278M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3New |
$667 - $797
|
3
$1.07K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-145- 6.01% |
$32.2K - $38.5K
|
2.27K
$809K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
805New |
$179K - $214K
|
805
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.33KNew |
$962K - $1.15M
|
4.33K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
845New |
$188K - $224K
|
845
$301K
|
|