Purchases and Sales Made in Q4 2023 in Snap On Inc (SNA)
This table provides information about the institutional ownership of Snap On Inc (SNA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
90+ 13.7% |
$22.5K - $26.1K
|
747
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
90+ 9.0% |
$22.5K - $26.1K
|
1.09K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
89+ 8.63% |
$22.3K - $25.8K
|
1.12K
$381K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
87+ 4.84% |
$21.8K - $25.2K
|
1.88K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
86+ 1.4% |
$21.5K - $25K
|
6.24K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
85+ 1.62% |
$21.3K - $24.7K
|
5.34K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
81+ 17.69% |
$20.3K - $23.5K
|
539
$184K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
75+ 0.89% |
$18.8K - $21.8K
|
8.48K
$2.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
74+ 0.42% |
$18.5K - $21.5K
|
17.7K
$6.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
70+ 7.32% |
$17.5K - $20.3K
|
1.03K
$349K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
67+ 2.8% |
$16.8K - $19.4K
|
2.46K
$837K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
64New |
$16K - $18.6K
|
64
$21.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
63+ 1.47% |
$15.8K - $18.3K
|
4.34K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
50+ 1.09% |
$12.5K - $14.5K
|
4.62K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
50+ 1.6% |
$12.5K - $14.5K
|
3.18K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
49+ 4.13% |
$12.3K - $14.2K
|
1.24K
$421K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
48+ 1.95% |
$12K - $13.9K
|
2.51K
$856K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 5.33% |
$12K - $13.9K
|
948
$323K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
48+ 2.49% |
$12K - $13.9K
|
1.97K
$672K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
47+ 0.55% |
$11.8K - $13.6K
|
8.66K
$2.95M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
46+ 29.87% |
$11.5K - $13.3K
|
200
$68.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 15.61% |
$10.5K - $12.2K
|
311
$106K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40+ 17.24% |
$10K - $11.6K
|
272
$92.6K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
39+ 11.54% |
$9.76K - $11.3K
|
377
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
37New |
$9.26K - $10.7K
|
37
$12.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
36+ 2.01% |
$9.01K - $10.4K
|
1.83K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35+ 0.45% |
$8.76K - $10.2K
|
7.8K
$2.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
34+ 0.56% |
$8.51K - $9.87K
|
6.08K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
33+ 0.15% |
$8.26K - $9.58K
|
21.9K
$7.47M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
32New |
$8.01K - $9.29K
|
32
$10.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 28.57% |
$8.01K - $9.29K
|
144
$49K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.39% |
$7.51K - $8.71K
|
7.78K
$2.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30New |
$7.51K - $8.71K
|
30
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30+ 0.71% |
$7.51K - $8.71K
|
4.25K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
28New |
$7.01K - $8.13K
|
28
$9.54K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
27+ 0.3% |
$6.76K - $7.84K
|
9.18K
$3.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
BUY
|
- |
27+ 0.3% |
$6.76K - $7.84K
|
9.18K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26+ 0.19% |
$6.51K - $7.54K
|
13.5K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 96.0% |
$6K - $6.96K
|
49
$16.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
24+ 0.93% |
$6K - $6.96K
|
2.61K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$6K - $6.96K
|
24
$8.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
22+ 1.26% |
$5.5K - $6.38K
|
1.77K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 36.07% |
$5.5K - $6.38K
|
83
$28.3K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
22+ 36.07% |
$5.5K - $6.38K
|
83
$28.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
19+ 0.93% |
$4.75K - $5.51K
|
2.05K
$700K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
18New |
$4.5K - $5.22K
|
18
$6.13K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
18+ 360.0% |
$4.5K - $5.22K
|
23
$7.83K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
18+ 0.62% |
$4.5K - $5.22K
|
2.94K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 5.33% |
$4.5K - $5.22K
|
356
$121K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.67% |
$4.5K - $5.22K
|
2.72K
$925K
|