Purchases and Sales Made in Q1 2022 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.78KNew |
$415K - $603K
|
1.78K
$634K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.76KNew |
$411K - $597K
|
1.76K
$628K
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.76K+ 5.12% |
$411K - $597K
|
36.1K
$12.9M
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.75KNew |
$409K - $594K
|
1.75K
$625K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.75K+ 1.17% |
$409K - $593K
|
152K
$54M
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.75K+ 82.72% |
$408K - $592K
|
3.86K
$1.38M
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.73K+ 8.93% |
$405K - $587K
|
21.1K
$7.54M
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.7K+ 20.81% |
$396K - $575K
|
9.84K
$3.51M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.35% |
$396K - $575K
|
128K
$45.5M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.69K+ 8.0% |
$396K - $574K
|
22.9K
$8.16M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.63K+ 3.92% |
$380K - $552K
|
43.1K
$15.4M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.62KNew |
$378K - $549K
|
1.62K
$577K
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
1.6KNew |
$374K - $543K
|
1.6K
$571K
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$363K - $527K
|
1.55K
$554K
|
|
May 23, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.55K+ 0.3% |
$362K - $526K
|
511K
$182M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 0.46% |
$358K - $519K
|
335K
$119M
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
1.51K+ 9.33% |
$353K - $512K
|
17.7K
$6.32M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.48K+ 113.46% |
$345K - $500K
|
2.78K
$990K
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.47KNew |
$343K - $497K
|
1.47K
$523K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.46K+ 15.85% |
$342K - $496K
|
10.7K
$3.81M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.44KNew |
$336K - $488K
|
1.44K
$513K
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
1.43KNew |
$333K - $484K
|
1.43K
$509K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.4K+ 8.37% |
$327K - $475K
|
18.2K
$6.48M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
1.39K+ 69.84% |
$325K - $472K
|
3.39K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.37K+ 66.18% |
$321K - $466K
|
3.45K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 4.91% |
$317K - $460K
|
29K
$10.3M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.3K+ 96.45% |
$305K - $442K
|
2.66K
$947K
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.27KNew |
$298K - $432K
|
1.27K
$454K
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26KNew |
$294K - $427K
|
1.26K
$449K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1.26K+ 79.71% |
$294K - $426K
|
2.83K
$1.01M
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.25K+ 4.79% |
$292K - $424K
|
27.3K
$9.75M
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.23K+ 5.84% |
$288K - $418K
|
22.3K
$7.97M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 20.49% |
$282K - $409K
|
7.1K
$2.53M
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.21K+ 114.86% |
$282K - $409K
|
2.26K
$805K
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.2K+ 13.54% |
$280K - $407K
|
10.1K
$3.59M
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.19K+ 1.55% |
$279K - $405K
|
78.3K
$27.9M
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$277K - $402K
|
1.19K
$423K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.17K+ 38.91% |
$273K - $397K
|
4.18K
$1.49M
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$270K - $392K
|
1.16K
$413K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.15K+ 427.04% |
$269K - $391K
|
1.42K
$508K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.14K+ 0.41% |
$267K - $388K
|
277K
$98.8M
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.12KNew |
$260K - $378K
|
1.12K
$398K
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.11K+ 24.62% |
$259K - $376K
|
5.61K
$2M
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.1KNew |
$257K - $373K
|
1.1K
$392K
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.07KNew |
$249K - $362K
|
1.07K
$381K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1.06KNew |
$247K - $358K
|
1.06K
$377K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.05KNew |
$246K - $357K
|
1.05K
$375K
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.04K+ 65.72% |
$243K - $353K
|
2.63K
$936K
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
1.03K+ 163.74% |
$239K - $348K
|
1.65K
$589K
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
1.02KNew |
$238K - $346K
|
1.02K
$364K
|