Purchases and Sales Made in Q2 2023 in Snap On Inc (SNA)
This table provides information about the institutional ownership of Snap On Inc (SNA) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 4.4% |
$12.6K - $15.9K
|
1.3K
$444K
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
51+ 5.45% |
$11.7K - $14.7K
|
986
$336K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 55.43% |
$11.7K - $14.7K
|
143
$48.7K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
50+ 7.35% |
$11.4K - $14.4K
|
730
$249K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
47+ 0.64% |
$10.7K - $13.5K
|
7.41K
$2.52M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
46+ 1.54% |
$10.5K - $13.3K
|
3.04K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
43+ 4.47% |
$9.83K - $12.4K
|
1K
$342K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
43+ 0.47% |
$9.83K - $12.4K
|
9.16K
$3.12M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41+ 16.6% |
$9.38K - $11.8K
|
288
$98.1K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
41+ 4.79% |
$9.38K - $11.8K
|
897
$306K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
39+ 3.7% |
$8.92K - $11.2K
|
1.09K
$372K
|
|
Jul 25, 2023
Q2 2023
|
Shaker Investments LLC
|
BUY
|
- |
39+ 0.64% |
$8.92K - $11.2K
|
6.15K
$2.1M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
35+ 0.23% |
$8K - $10.1K
|
15.4K
$5.26M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
35+ 2.25% |
$8K - $10.1K
|
1.59K
$541K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
35+ 3.18% |
$8K - $10.1K
|
1.14K
$387K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
30+ 0.27% |
$6.86K - $8.65K
|
11.1K
$3.78M
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
29+ 1.97% |
$6.63K - $8.36K
|
1.5K
$512K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
28New |
$6.4K - $8.07K
|
28
$9.54K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28+ 3.36% |
$6.4K - $8.07K
|
861
$293K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
27+ 6.41% |
$6.18K - $7.78K
|
448
$153K
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
27+ 2.63% |
$6.18K - $7.78K
|
1.05K
$359K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 15.17% |
$6.18K - $7.78K
|
205
$69.8K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 1.61% |
$5.72K - $7.2K
|
1.57K
$536K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
24+ 0.54% |
$5.49K - $6.92K
|
4.44K
$1.51M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
24+ 0.17% |
$5.49K - $6.92K
|
14.5K
$4.94M
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 0.63% |
$5.03K - $6.34K
|
3.49K
$1.19M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
22+ 0.46% |
$5.03K - $6.34K
|
4.76K
$1.62M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 5.5% |
$4.8K - $6.05K
|
403
$137K
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
19+ 0.35% |
$4.35K - $5.48K
|
5.39K
$1.83M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.66% |
$4.12K - $5.19K
|
2.74K
$934K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 19.32% |
$3.89K - $4.9K
|
105
$35.8K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
17New |
$3.89K - $4.9K
|
17
$5.79K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 15.53% |
$3.66K - $4.61K
|
119
$40.5K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16New |
$3.66K - $4.61K
|
16
$5.45K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 3.42% |
$3.43K - $4.32K
|
453
$154K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 60.0% |
$3.43K - $4.32K
|
40
$13.6K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 3.42% |
$3.43K - $4.32K
|
453
$154K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15+ 1.32% |
$3.43K - $4.32K
|
1.15K
$392K
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
14+ 0.35% |
$3.2K - $4.03K
|
4.01K
$1.37M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 48.15% |
$2.97K - $3.75K
|
40
$13.6K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13+ 0.64% |
$2.97K - $3.75K
|
2.06K
$701K
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
13+ 0.52% |
$2.97K - $3.75K
|
2.53K
$863K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 65.0% |
$2.97K - $3.75K
|
33
$11.2K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.57% |
$2.74K - $3.46K
|
2.1K
$717K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
12New |
$2.74K - $3.46K
|
12
$4.09K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
12New |
$2.74K - $3.46K
|
12
$4.09K
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
11+ 0.13% |
$2.52K - $3.17K
|
8.47K
$2.88M
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
11+ 0.61% |
$2.52K - $3.17K
|
1.82K
$620K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 12.5% |
$2.52K - $3.17K
|
99
$33.7K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10+ 0.53% |
$2.29K - $2.88K
|
1.9K
$647K
|