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 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-5.96K- 6.45% |
$361K - $527K
|
86.4K
$7.87M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.07K- 82.34% |
$369K - $537K
|
1.3K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.14K- 16.85% |
$373K - $543K
|
30.3K
$2.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.22K- 63.17% |
$378K - $550K
|
3.63K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-6.27K- 94.0% |
$380K - $554K
|
400
$36.4K
|
|
|
May 05, 2023
Q1 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-6.45K- 22.56% |
$391K - $570K
|
22.1K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6.97K- 42.58% |
$423K - $616K
|
9.4K
$856K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7K- 70.0% |
$425K - $619K
|
3K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.22K- 28.84% |
$438K - $638K
|
17.8K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-7.35K- 9.12% |
$446K - $649K
|
73.2K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.62K- 4.79% |
$462K - $674K
|
151K
$13.8M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-7.78K- 19.48% |
$472K - $688K
|
32.2K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-7.81K- 1.72% |
$474K - $690K
|
446K
$40.6M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-8.04K- 25.34% |
$488K - $711K
|
23.7K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.05K- 37.83% |
$488K - $711K
|
13.2K
$1.2M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-8.14K- 73.13% |
$494K - $720K
|
2.99K
$273K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-8.3K- 20.52% |
$504K - $734K
|
32.2K
$2.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.35K- 15.04% |
$506K - $738K
|
47.1K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.35K- 43.03% |
$507K - $738K
|
11.1K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.58K- 51.01% |
$521K - $759K
|
8.24K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.68K- 25.33% |
$527K - $767K
|
25.6K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-9.11K- 42.16% |
$553K - $806K
|
12.5K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.65K- 13.3% |
$585K - $853K
|
62.9K
$5.73M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
SELL
|
- |
-10K- 12.5% |
$607K - $884K
|
70K
$6.38M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.1K- 33.3% |
$614K - $894K
|
20.3K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.3K- 86.65% |
$626K - $913K
|
1.59K
$145K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.9K- 3.02% |
$664K - $968K
|
352K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11K- 14.47% |
$667K - $972K
|
65K
$5.92M
|
|
|
May 01, 2023
Q1 2023
|
Lane Generational LLC
|
SELL
|
- |
-11.5K- 18.39% |
$698K - $1.02M
|
51.1K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 5.09% |
$715K - $1.04M
|
220K
$20M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-12.4K- 71.42% |
$750K - $1.09M
|
4.95K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-12.7K- 59.13% |
$769K - $1.12M
|
8.76K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-12.9K- 53.69% |
$782K - $1.14M
|
11.1K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Hamilton Lane Advisors LLC
|
SELL
|
- |
-13K- 75.0% |
$786K - $1.14M
|
4.32K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
SELL
|
- |
-13.1K- 40.47% |
$794K - $1.16M
|
19.2K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-13.2K- 1.57% |
$803K - $1.17M
|
829K
$75.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-13.9K- 10.66% |
$843K - $1.23M
|
117K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14K- 74.07% |
$850K - $1.24M
|
4.9K
$446K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.9K- 12.52% |
$902K - $1.31M
|
104K
$9.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15.7K- 86.26% |
$955K - $1.39M
|
2.51K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Steadview Capital Management LLC
London, X0 |
SELL
|
- |
-15.8K- 2.68% |
$959K - $1.4M
|
574K
$52.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-16.2K- 83.8% |
$982K - $1.43M
|
3.13K
$285K
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-16.8K- 19.18% |
$1.02M - $1.48M
|
70.7K
$6.44M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-17.3K- 25.77% |
$1.05M - $1.53M
|
50K
$4.55M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-17.4K- 23.1% |
$1.06M - $1.54M
|
57.9K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-17.7K- 77.99% |
$1.07M - $1.56M
|
5K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-18.1K- 3.1% |
$1.1M - $1.6M
|
564K
$51.4M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-18.2K- 83.93% |
$1.1M - $1.61M
|
3.48K
$317K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18.6K- 0.16% |
$1.13M - $1.64M
|
11.3M
$1.03B
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-19.4K- 0.9% |
$1.18M - $1.72M
|
2.13M
$194M
|