Purchases and Sales Made in Q2 2023 in Sherwin Williams CO (SHW)
This table provides information about the institutional ownership of Sherwin Williams CO (SHW) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
972+ 44.94% |
$216K - $258K
|
3.14K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
964New |
$214K - $256K
|
964
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
956+ 8.47% |
$212K - $254K
|
12.2K
$4.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
953+ 237.66% |
$212K - $253K
|
1.35K
$485K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
952+ 2.38% |
$212K - $253K
|
40.9K
$14.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
928New |
$206K - $246K
|
928
$332K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
927+ 12.93% |
$206K - $246K
|
8.1K
$2.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
909New |
$202K - $241K
|
909
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
908New |
$202K - $241K
|
908
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
906+ 29.37% |
$201K - $241K
|
3.99K
$1.43M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
897+ 5.98% |
$199K - $238K
|
15.9K
$5.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
896New |
$199K - $238K
|
896
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
894New |
$199K - $237K
|
894
$320K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
891New |
$198K - $237K
|
891
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
891New |
$198K - $237K
|
891
$319K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
888New |
$197K - $236K
|
888
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
887+ 3.43% |
$197K - $236K
|
26.8K
$9.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
885New |
$197K - $235K
|
885
$317K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
880New |
$196K - $234K
|
880
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
878New |
$195K - $233K
|
878
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
876New |
$195K - $233K
|
876
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
868New |
$193K - $230K
|
868
$311K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
859New |
$191K - $228K
|
859
$308K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
858New |
$191K - $228K
|
858
$307K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
855New |
$190K - $227K
|
855
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
845New |
$188K - $224K
|
845
$303K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
842New |
$187K - $224K
|
842
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
838New |
$186K - $223K
|
838
$300K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
832New |
$185K - $221K
|
832
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
832New |
$185K - $221K
|
832
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
832New |
$185K - $221K
|
832
$298K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
827New |
$184K - $220K
|
827
$296K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
822+ 12.23% |
$183K - $218K
|
7.54K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
821New |
$182K - $218K
|
821
$294K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
820New |
$182K - $218K
|
820
$294K
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
815New |
$181K - $216K
|
815
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
810+ 8.61% |
$180K - $215K
|
10.2K
$3.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
808+ 1.76% |
$180K - $215K
|
46.7K
$16.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
805New |
$179K - $214K
|
805
$288K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
802New |
$178K - $213K
|
802
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
802+ 8.27% |
$178K - $213K
|
10.5K
$3.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
800New |
$178K - $212K
|
800
$287K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
799New |
$178K - $212K
|
799
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
794+ 24.33% |
$176K - $211K
|
4.06K
$1.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
789New |
$175K - $209K
|
789
$283K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
789New |
$175K - $209K
|
789
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
789New |
$175K - $209K
|
789
$283K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
786+ 1.3% |
$175K - $209K
|
61.4K
$22M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
784+ 21.63% |
$174K - $208K
|
4.41K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
782New |
$174K - $208K
|
782
$280K
|