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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
55+ 2.86% |
$18.6K - $22K
|
1.98K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54New |
$18.3K - $21.6K
|
54
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
52+ 2.84% |
$17.6K - $20.8K
|
1.88K
$607K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
51+ 9.07% |
$17.3K - $20.4K
|
613
$198K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50New |
$16.9K - $20K
|
50
$16.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 6.44% |
$16.9K - $20K
|
827
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 4.83% |
$16.9K - $20K
|
1.09K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49+ 6.9% |
$16.6K - $19.6K
|
759
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
48+ 2.81% |
$16.3K - $19.2K
|
1.76K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
48+ 1.39% |
$16.3K - $19.2K
|
3.5K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
47+ 0.39% |
$15.9K - $18.8K
|
12.2K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
47+ 5.59% |
$15.9K - $18.8K
|
888
$286K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
47New |
$15.9K - $18.8K
|
47
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
46+ 7.38% |
$15.6K - $18.4K
|
669
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46+ 2.09% |
$15.6K - $18.4K
|
2.25K
$725K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
46New |
$15.6K - $18.4K
|
46
$14.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 0.84% |
$15.2K - $18K
|
5.41K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
45New |
$15.2K - $18K
|
45
$14.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
44+ 0.7% |
$14.9K - $17.6K
|
6.36K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
44New |
$14.9K - $17.6K
|
44
$14.2K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
42+ 0.58% |
$14.2K - $16.8K
|
7.33K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
41+ 2.44% |
$13.9K - $16.4K
|
1.72K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
40+ 7.43% |
$13.6K - $16K
|
578
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
39+ 5.59% |
$13.2K - $15.6K
|
737
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
39+ 0.3% |
$13.2K - $15.6K
|
12.9K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
39+ 0.03% |
$13.2K - $15.6K
|
136K
$44M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
38New |
$12.9K - $15.2K
|
38
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
37+ 2.21% |
$12.5K - $14.8K
|
1.71K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
37New |
$12.5K - $14.8K
|
37
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
37+ 0.74% |
$12.5K - $14.8K
|
5.05K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
36+ 0.73% |
$12.2K - $14.4K
|
4.99K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
36New |
$12.2K - $14.4K
|
36
$11.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
36+ 1.41% |
$12.2K - $14.4K
|
2.59K
$834K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
35+ 41.67% |
$11.9K - $14K
|
119
$38.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
35+ 2.36% |
$11.9K - $14K
|
1.52K
$488K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
34+ 2.27% |
$11.5K - $13.6K
|
1.54K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34+ 2.77% |
$11.5K - $13.6K
|
1.26K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
34+ 1.55% |
$11.5K - $13.6K
|
2.23K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 1.79% |
$11.2K - $13.2K
|
1.87K
$604K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
32+ 2.45% |
$10.8K - $12.8K
|
1.34K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31+ 7.62% |
$10.5K - $12.4K
|
438
$141K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
30+ 2.09% |
$10.2K - $12K
|
1.47K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
30+ 0.81% |
$10.2K - $12K
|
3.74K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
30+ 2.39% |
$10.2K - $12K
|
1.29K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30+ 2.69% |
$10.2K - $12K
|
1.15K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
29+ 2.9% |
$9.82K - $11.6K
|
1.03K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28New |
$9.49K - $11.2K
|
28
$9.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.51% |
$9.49K - $11.2K
|
1.89K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
28+ 1.25% |
$9.49K - $11.2K
|
2.26K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
27+ 1.57% |
$9.15K - $10.8K
|
1.74K
$561K
|