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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 0.37% |
$1.33K - $1.95K
|
6K
$343K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 51.16% |
$1.33K - $1.95K
|
21
$1.2K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 10.09% |
$1.4K - $2.03K
|
205
$11.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 20.0% |
$1.52K - $2.21K
|
100
$5.72K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-25- 4.66% |
$1.52K - $2.21K
|
512
$29.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-26- 0.12% |
$1.58K - $2.3K
|
22.5K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29- 15.03% |
$1.76K - $2.56K
|
164
$9.38K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-30- 13.95% |
$1.82K - $2.65K
|
185
$10.6K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 11.85% |
$1.94K - $2.83K
|
238
$13.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-33- 0.26% |
$2K - $2.92K
|
12.7K
$725K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-33- 0.31% |
$2K - $2.92K
|
10.6K
$607K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-34- 14.98% |
$2.06K - $3.01K
|
193
$11K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 28.17% |
$2.43K - $3.54K
|
102
$5.84K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-43- 0.5% |
$2.61K - $3.8K
|
8.55K
$489K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.28% |
$3.03K - $4.42K
|
17.6K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 13.08% |
$3.09K - $4.51K
|
339
$19.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-55- 39.57% |
$3.34K - $4.86K
|
84
$4.81K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-56- 1.52% |
$3.4K - $4.95K
|
3.62K
$207K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 16.71% |
$3.58K - $5.22K
|
294
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59- 20.85% |
$3.58K - $5.22K
|
224
$12.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-61- 0.23% |
$3.7K - $5.39K
|
25.9K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-61- 0.58% |
$3.7K - $5.39K
|
10.5K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-65- 0.52% |
$3.94K - $5.75K
|
12.5K
$715K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-67- 10.2% |
$4.07K - $5.92K
|
590
$33.8K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-71- 15.81% |
$4.31K - $6.28K
|
378
$21.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-79- 1.97% |
$4.79K - $6.98K
|
3.94K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-80- 1.0% |
$4.85K - $7.07K
|
7.9K
$452K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-81- 4.08% |
$4.92K - $7.16K
|
1.9K
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-82- 1.35% |
$4.98K - $7.25K
|
5.98K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-84- 1.44% |
$5.1K - $7.43K
|
5.77K
$330K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-87- 2.73% |
$5.28K - $7.69K
|
3.1K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-93- 2.44% |
$5.64K - $8.22K
|
3.72K
$213K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-94- 8.75% |
$5.7K - $8.31K
|
980
$56.1K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-95- 16.52% |
$5.76K - $8.4K
|
480
$27.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98- 5.77% |
$5.95K - $8.66K
|
1.6K
$91.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-99- 5.44% |
$6.01K - $8.75K
|
1.72K
$98.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-100- 1.79% |
$6.07K - $8.84K
|
5.49K
$314K
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-100- 0.19% |
$6.07K - $8.84K
|
51.6K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 33.33% |
$6.07K - $8.84K
|
200
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-100- 99.01% |
$6.07K - $8.84K
|
1
$57.2
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 14.29% |
$6.07K - $8.84K
|
600
$34.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-103- 2.07% |
$6.25K - $9.11K
|
4.87K
$279K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-104- 22.66% |
$6.31K - $9.19K
|
355
$20.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-111- 18.26% |
$6.74K - $9.81K
|
497
$28.4K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-116- 5.41% |
$7.04K - $10.3K
|
2.03K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-116- 0.34% |
$7.04K - $10.3K
|
33.9K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-119- 0.81% |
$7.22K - $10.5K
|
14.6K
$838K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-125- 0.31% |
$7.59K - $11.1K
|
40K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-129- 0.78% |
$7.83K - $11.4K
|
16.4K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-141- 1.7% |
$8.56K - $12.5K
|
8.14K
$466K
|