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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16+ 1.3% |
$4K - $4.64K
|
1.25K
$424K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
16+ 11.43% |
$4K - $4.64K
|
156
$53.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 4.86% |
$4K - $4.64K
|
345
$118K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
16+ 1.82% |
$4K - $4.64K
|
894
$305K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 1.92% |
$3.75K - $4.35K
|
795
$271K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15New |
$3.75K - $4.35K
|
15
$5.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15+ 0.27% |
$3.75K - $4.35K
|
5.64K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
15+ 0.6% |
$3.75K - $4.35K
|
2.52K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14+ 1.04% |
$3.5K - $4.06K
|
1.36K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.66% |
$3.5K - $4.06K
|
2.13K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 2.18% |
$3.25K - $3.77K
|
608
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13New |
$3.25K - $3.77K
|
13
$4.43K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 17.39% |
$3K - $3.48K
|
81
$27.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
12+ 0.39% |
$3K - $3.48K
|
3.09K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
11+ 0.52% |
$2.75K - $3.19K
|
2.11K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10+ 0.87% |
$2.5K - $2.9K
|
1.16K
$396K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10New |
$2.5K - $2.9K
|
10
$3.41K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
10New |
$2.5K - $2.9K
|
10
$3.41K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10New |
$2.5K - $2.9K
|
10
$3.41K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
9New |
$2.25K - $2.61K
|
9
$3.07K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 2.06% |
$2.25K - $2.61K
|
445
$152K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
9+ 0.37% |
$2.25K - $2.61K
|
2.43K
$828K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9New |
$2.25K - $2.61K
|
9
$3.07K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 0.66% |
$2.25K - $2.61K
|
1.38K
$471K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$2K - $2.32K
|
8
$2.72K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.75K - $2.03K
|
7
$2.38K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7New |
$1.75K - $2.03K
|
7
$2.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7+ 7.22% |
$1.75K - $2.03K
|
104
$35.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6+ 0.37% |
$1.5K - $1.74K
|
1.62K
$551K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
6+ 0.63% |
$1.5K - $1.74K
|
963
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$1.5K - $1.74K
|
2.98K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.58% |
$1.25K - $1.45K
|
874
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5New |
$1.25K - $1.45K
|
5
$1.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
4+ 0.31% |
$1K - $1.16K
|
1.31K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4+ 0.41% |
$1K - $1.16K
|
973
$331K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3+ 0.12% |
$751 - $871
|
2.46K
$837K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3New |
$751 - $871
|
3
$1.02K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.98% |
$751 - $871
|
46
$15.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 100.0% |
$500 - $580
|
4
$1.36K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.06% |
$250 - $290
|
1.63K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 5.26% |
$250 - $290
|
20
$6.81K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 3.23% |
$250 - $290
|
32
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$250 - $290
|
1
$341
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.32% |
$250 - $290
|
316
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 7.14% |
$250 - $290
|
15
$5.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 1.3% |
$250 - $290
|
78
$26.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.14% |
$250 - $290
|
15
$5.11K
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1New |
$250 - $290
|
1
$341
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.08% |
$250 - $290
|
1.25K
$424K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 10.0% |
$250 - $290
|
9
$3.07K
|