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 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4+ 0.28% |
$1.01K - $1.18K
|
1.46K
$496K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
3+ 0.15% |
$759 - $885
|
2.01K
$685K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 3.19% |
$759 - $885
|
97
$33K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 2.86% |
$759 - $885
|
108
$36.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3+ 0.33% |
$759 - $885
|
900
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3+ 0.16% |
$759 - $885
|
1.93K
$656K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2New |
$506 - $590
|
2
$681
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$506 - $590
|
6.04K
$2.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 16.67% |
$506 - $590
|
14
$4.77K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.5% |
$506 - $590
|
405
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.08% |
$253 - $295
|
1.24K
$424K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.08% |
$253 - $295
|
1.23K
$417K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 20.0% |
$253 - $295
|
6
$2.04K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.18% |
$253 - $295
|
86
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.06% |
$253 - $295
|
1.67K
$569K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.83% |
$253 - $295
|
120
$40.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
SELL
|
- |
-2- 4.08% |
$506 - $590
|
47
$16K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.16% |
$506 - $590
|
1.23K
$419K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2- 0.14% |
$506 - $590
|
1.42K
$484K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 1.75% |
$506 - $590
|
112
$38.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.15% |
$506 - $590
|
1.37K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 0.11% |
$759 - $885
|
2.71K
$921K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-5- 0.31% |
$1.26K - $1.48K
|
1.61K
$549K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5- 4.07% |
$1.26K - $1.48K
|
118
$40.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$1.52K - $1.77K
|
5.06K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8- 0.45% |
$2.02K - $2.36K
|
1.77K
$603K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-8- 0.81% |
$2.02K - $2.36K
|
978
$333K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9- 0.1% |
$2.28K - $2.66K
|
9.15K
$3.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 22.5% |
$2.28K - $2.66K
|
31
$10.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-9- 0.13% |
$2.28K - $2.66K
|
6.79K
$2.31M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 1.65% |
$2.53K - $2.95K
|
595
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 2.68% |
$3.04K - $3.54K
|
436
$149K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-12- 16.9% |
$3.04K - $3.54K
|
59
$20.1K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-13- 40.63% |
$3.29K - $3.84K
|
19
$6.47K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-14- 0.35% |
$3.54K - $4.13K
|
4K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-14- 1.36% |
$3.54K - $4.13K
|
1.02K
$346K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17- 9.94% |
$4.3K - $5.02K
|
154
$52.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-19- 5.37% |
$4.81K - $5.61K
|
335
$114K
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-19- 0.38% |
$4.81K - $5.61K
|
4.97K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19- 0.22% |
$4.81K - $5.61K
|
8.6K
$2.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-19- 0.58% |
$4.81K - $5.61K
|
3.27K
$1.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20- 1.42% |
$5.06K - $5.9K
|
1.39K
$472K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-20- 0.94% |
$5.06K - $5.9K
|
2.1K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-21- 0.68% |
$5.31K - $6.2K
|
3.07K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-22- 14.19% |
$5.57K - $6.49K
|
133
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 3.33% |
$5.82K - $6.79K
|
667
$227K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-25- 0.23% |
$6.32K - $7.38K
|
11K
$3.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-26- 2.83% |
$6.58K - $7.67K
|
892
$304K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-27- 2.22% |
$6.83K - $7.97K
|
1.19K
$405K
|