Purchases and Sales Made in Q1 2023 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q1 2023. The information is specifically focused on institutions that hold shares of Block, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
23+ 0.21% |
$1.4K - $2.03K
|
11.1K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
21+ 6.36% |
$1.27K - $1.86K
|
351
$32K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 1.53% |
$1.21K - $1.77K
|
1.32K
$120K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 128.57% |
$1.09K - $1.59K
|
32
$2.91K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18New |
$1.09K - $1.59K
|
18
$1.64K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
16+ 133.33% |
$971 - $1.41K
|
28
$2.55K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
15+ 750.0% |
$910 - $1.33K
|
17
$1.55K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
15New |
$910 - $1.33K
|
15
$1.37K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13New |
$789 - $1.15K
|
13
$1.18K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
13New |
$789 - $1.15K
|
13
$1.18K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13+ 0.32% |
$789 - $1.15K
|
4.09K
$372K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 4.05% |
$728 - $1.06K
|
308
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12+ 0.16% |
$728 - $1.06K
|
7.36K
$670K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$728 - $1.06K
|
12
$1.09K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12New |
$728 - $1.06K
|
12
$1.09K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$607 - $884
|
10
$911
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8New |
$485 - $707
|
8
$729
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8New |
$485 - $707
|
8
$729
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.09% |
$485 - $707
|
742
$67.6K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7+ 3.06% |
$425 - $619
|
236
$21.5K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 11.29% |
$425 - $619
|
69
$6.28K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$364 - $530
|
6
$546
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 12.12% |
$243 - $354
|
37
$3.37K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 13.33% |
$243 - $354
|
34
$3.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 3.08% |
$243 - $354
|
134
$12.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 6.52% |
$182 - $265
|
49
$4.46K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$182 - $265
|
4.5K
$410K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 12.0% |
$182 - $265
|
28
$2.55K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.37% |
$121 - $177
|
536
$48.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$121 - $177
|
9.25K
$842K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1New |
$60.7 - $88.4
|
1
$91.1
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$60.7 - $88.4
|
1.18K
$107K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 0.33% |
$60.7 - $88.4
|
300
$27.3K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 6.67% |
$121 - $177
|
28
$2.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 16.67% |
$182 - $265
|
15
$1.37K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-3- 0.01% |
$182 - $265
|
33.9K
$3.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-4- 0.03% |
$243 - $354
|
13K
$1.18M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 4.76% |
$303 - $442
|
100
$9.11K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 5.88% |
$303 - $442
|
80
$7.29K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-5- 0.48% |
$303 - $442
|
1.03K
$93.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 54.17% |
$789 - $1.15K
|
11
$1K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 9.33% |
$850 - $1.24K
|
136
$12.4K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15- 0.1% |
$910 - $1.33K
|
15.1K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 1.04% |
$1.03K - $1.5K
|
1.62K
$148K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.0% |
$1.21K - $1.77K
|
982
$89.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 51.16% |
$1.33K - $1.95K
|
21
$1.91K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 0.37% |
$1.33K - $1.95K
|
6K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 10.09% |
$1.4K - $2.03K
|
205
$18.7K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-25- 4.66% |
$1.52K - $2.21K
|
512
$46.6K
|