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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-888- 4.01% |
$53.9K - $78.5K
|
21.2K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-924- 15.07% |
$56.1K - $81.7K
|
5.21K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-940- 20.62% |
$57K - $83.1K
|
3.62K
$207K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-962- 74.69% |
$58.4K - $85.1K
|
326
$18.7K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-998- 7.49% |
$60.6K - $88.2K
|
12.3K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.01K- 0.43% |
$61K - $88.9K
|
232K
$13.2M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.02K- 99.9% |
$61.6K - $89.7K
|
1
$57.2
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.06K- 22.63% |
$64K - $93.3K
|
3.61K
$206K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 10.74% |
$64.4K - $93.9K
|
8.82K
$505K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.09K- 34.16% |
$66K - $96.2K
|
2.1K
$120K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-1.1K- 1.96% |
$67K - $97.6K
|
55.2K
$3.16M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.11K- 24.3% |
$67.2K - $97.9K
|
3.45K
$197K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.13K- 8.85% |
$68.6K - $100K
|
11.6K
$666K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 15.92% |
$69.4K - $101K
|
6.04K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.15K- 70.55% |
$69.8K - $102K
|
480
$27.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.16K- 3.26% |
$70.5K - $103K
|
34.5K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.22K- 2.03% |
$73.7K - $107K
|
58.7K
$3.36M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.22K- 5.92% |
$74K - $108K
|
19.4K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.23K- 12.15% |
$74.8K - $109K
|
8.91K
$510K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.26K- 17.13% |
$76.2K - $111K
|
6.08K
$348K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.26K- 0.89% |
$76.5K - $111K
|
141K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.31K- 21.4% |
$79.2K - $115K
|
4.8K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.33K- 27.37% |
$80.9K - $118K
|
3.54K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.35K- 1.9% |
$81.9K - $119K
|
69.8K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.36K- 4.25% |
$82.5K - $120K
|
30.6K
$1.75M
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-1.36K- 9.44% |
$82.5K - $120K
|
13K
$746K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.39K- 8.45% |
$84.2K - $123K
|
15K
$860K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.41K- 90.7% |
$85.8K - $125K
|
145
$8.3K
|
|
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.47K- 13.27% |
$89.2K - $130K
|
9.61K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.48K- 11.82% |
$89.5K - $130K
|
11K
$630K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.48K- 5.15% |
$89.7K - $131K
|
27.2K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.5K- 9.09% |
$91K - $133K
|
15K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 3.26% |
$91K - $133K
|
44.6K
$2.55M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.51K- 10.32% |
$91.6K - $133K
|
13.1K
$751K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 8.74% |
$93.8K - $137K
|
16.1K
$923K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.55K- 13.37% |
$93.8K - $137K
|
10K
$573K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.56K- 4.64% |
$94.7K - $138K
|
32.1K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.63K- 81.7% |
$98.9K - $144K
|
365
$20.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.64K- 29.94% |
$99.8K - $145K
|
3.85K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.71K- 14.1% |
$104K - $151K
|
10.4K
$596K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.71K- 91.21% |
$104K - $151K
|
165
$9.44K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.76K- 7.6% |
$107K - $155K
|
21.3K
$1.22M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 33.21% |
$107K - $156K
|
3.54K
$203K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.8K- 16.77% |
$109K - $159K
|
8.95K
$512K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.83K- 3.9% |
$111K - $162K
|
45.1K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 6.83% |
$112K - $163K
|
25.1K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.87K- 13.95% |
$113K - $165K
|
11.5K
$659K
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.87K- 16.98% |
$113K - $165K
|
9.14K
$523K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.95K- 26.61% |
$119K - $173K
|
5.39K
$308K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2K- 22.81% |
$121K - $177K
|
6.77K
$387K
|