Purchases and Sales Made in Q1 2025 in Snap On Inc (SNA)
This table provides information about the institutional ownership of Snap On Inc (SNA) during Q1 2025. The information is specifically focused on institutions that hold shares of Snap-on Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
71+ 3.69% |
$23K - $25.5K
|
2K
$635K
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
69+ 1.57% |
$22.4K - $24.7K
|
4.47K
$1.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
67+ 12.55% |
$21.7K - $24K
|
601
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
66+ 7.11% |
$21.4K - $23.7K
|
994
$316K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66+ 7.1% |
$21.4K - $23.7K
|
996
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65+ 7.49% |
$21.1K - $23.3K
|
933
$297K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
64+ 8.31% |
$20.7K - $23K
|
834
$265K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
63+ 5.35% |
$20.4K - $22.6K
|
1.24K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 6.03% |
$20.1K - $22.2K
|
1.09K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
56+ 3.95% |
$18.1K - $20.1K
|
1.48K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
53New |
$17.2K - $19K
|
53
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
52+ 4.3% |
$16.9K - $18.6K
|
1.26K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
52+ 8.77% |
$16.9K - $18.6K
|
645
$205K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
50+ 34.01% |
$16.2K - $17.9K
|
197
$62.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
50+ 7.01% |
$16.2K - $17.9K
|
763
$243K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
50+ 1.4% |
$16.2K - $17.9K
|
3.63K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48New |
$15.6K - $17.2K
|
48
$15.3K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
47+ 0.24% |
$15.2K - $16.9K
|
19.8K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45+ 2.37% |
$14.6K - $16.1K
|
1.95K
$619K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42New |
$13.6K - $15.1K
|
42
$13.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
37+ 5.45% |
$12K - $13.3K
|
716
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36+ 124.14% |
$11.7K - $12.9K
|
65
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
34+ 5.15% |
$11K - $12.2K
|
694
$221K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 11.89% |
$11K - $12.2K
|
320
$102K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
32+ 5.26% |
$10.4K - $11.5K
|
640
$204K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 640.0% |
$10.4K - $11.5K
|
37
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.7% |
$10.4K - $11.5K
|
4.61K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32+ 4.31% |
$10.4K - $11.5K
|
775
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
29+ 3.37% |
$9.4K - $10.4K
|
889
$283K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
28+ 2.17% |
$9.07K - $10K
|
1.32K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
27+ 3.79% |
$8.75K - $9.68K
|
739
$235K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
26+ 0.14% |
$8.43K - $9.32K
|
19.1K
$6.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
24+ 4.97% |
$7.78K - $8.61K
|
507
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
24+ 2.87% |
$7.78K - $8.61K
|
859
$273K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
24+ 2.81% |
$7.78K - $8.61K
|
877
$279K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
21New |
$6.81K - $7.53K
|
21
$6.68K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 5.71% |
$6.48K - $7.17K
|
370
$118K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
20+ 3.36% |
$6.48K - $7.17K
|
616
$196K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
20+ 1.65% |
$6.48K - $7.17K
|
1.23K
$392K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
19+ 0.94% |
$6.16K - $6.81K
|
2.04K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
19+ 211.11% |
$6.16K - $6.81K
|
28
$8.91K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
19+ 2.77% |
$6.16K - $6.81K
|
704
$224K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$5.83K - $6.46K
|
18
$5.73K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
17+ 15.18% |
$5.51K - $6.1K
|
129
$41K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
16+ 0.42% |
$5.19K - $5.74K
|
3.79K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
15New |
$4.86K - $5.38K
|
15
$4.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 28.3% |
$4.86K - $5.38K
|
68
$21.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 1.94% |
$4.54K - $5.02K
|
737
$234K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.59% |
$4.21K - $4.66K
|
2.2K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
12New |
$3.89K - $4.3K
|
12
$3.82K
|