Purchases and Sales Made in Q3 2023 in Snap On Inc (SNA)
This table provides information about the institutional ownership of Snap On Inc (SNA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 1.18% |
$8.85K - $10.3K
|
3.01K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 7.28% |
$8.35K - $9.74K
|
486
$166K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 7.28% |
$8.35K - $9.74K
|
486
$166K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32New |
$8.09K - $9.44K
|
32
$10.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
31+ 1.7% |
$7.84K - $9.15K
|
1.85K
$630K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
31New |
$7.84K - $9.15K
|
31
$10.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 9.67% |
$7.34K - $8.56K
|
329
$112K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 29.29% |
$7.34K - $8.56K
|
128
$43.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 4.44% |
$6.83K - $7.97K
|
635
$216K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26+ 52.0% |
$6.58K - $7.67K
|
76
$25.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 62.5% |
$6.32K - $7.38K
|
65
$22.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
24+ 1.51% |
$6.07K - $7.08K
|
1.61K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 11.71% |
$6.07K - $7.08K
|
229
$78K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
24+ 15.38% |
$6.07K - $7.08K
|
180
$61.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24+ 2.79% |
$6.07K - $7.08K
|
883
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 2.92% |
$5.82K - $6.79K
|
812
$277K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21+ 0.6% |
$5.31K - $6.2K
|
3.51K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 316.67% |
$4.81K - $5.61K
|
25
$8.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 37.25% |
$4.81K - $5.61K
|
70
$23.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18+ 2.2% |
$4.55K - $5.31K
|
838
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 32.61% |
$3.79K - $4.43K
|
61
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
15+ 0.9% |
$3.79K - $4.43K
|
1.68K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 4.64% |
$3.79K - $4.43K
|
338
$115K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
15+ 32.61% |
$3.79K - $4.43K
|
61
$20.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.62% |
$3.29K - $3.84K
|
2.12K
$721K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
13+ 72.22% |
$3.29K - $3.84K
|
31
$10.6K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11+ 4.23% |
$2.78K - $3.25K
|
271
$92.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11+ 4.23% |
$2.78K - $3.25K
|
271
$92.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
11+ 0.38% |
$2.78K - $3.25K
|
2.92K
$995K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 1.7% |
$2.78K - $3.25K
|
657
$224K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 1000.0% |
$2.53K - $2.95K
|
11
$3.75K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.99% |
$2.53K - $2.95K
|
1.02K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.56% |
$2.53K - $2.95K
|
1.8K
$613K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
9+ 1.14% |
$2.28K - $2.66K
|
801
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 90.0% |
$2.28K - $2.66K
|
19
$6.47K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 69.23% |
$2.28K - $2.66K
|
22
$7.49K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
9+ 10.0% |
$2.28K - $2.66K
|
99
$33.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$2.28K - $2.66K
|
2.97K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8+ 0.08% |
$2.02K - $2.36K
|
9.47K
$3.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8New |
$2.02K - $2.36K
|
8
$2.72K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
7+ 0.15% |
$1.77K - $2.07K
|
4.69K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.73% |
$1.77K - $2.07K
|
969
$330K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6+ 0.0% |
$1.52K - $1.77K
|
123K
$42M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6+ 75.0% |
$1.52K - $1.77K
|
14
$4.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.33% |
$1.52K - $1.77K
|
458
$156K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$1.26K - $1.48K
|
5
$1.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 0.56% |
$1.26K - $1.48K
|
892
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$1.01K - $1.18K
|
1.11K
$377K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 2.8% |
$1.01K - $1.18K
|
147
$50.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4New |
$1.01K - $1.18K
|
4
$1.36K
|