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
May 12, 2023 Q1 2023	Gsa Capital Partners LLP London, X0	BUY	-	8.71K New	$529K - $770K	8.71K $794K
May 10, 2023 Q1 2023	Atria Investments LLC Charlotte, NC	BUY	-	8.55K + 34.01%	$519K - $756K	33.7K $3.07M
May 02, 2023 Q1 2023	Arkadios Wealth Advisors	BUY	-	8.17K + 34.27%	$496K - $722K	32K $2.91M
May 15, 2023 Q1 2023	Lido Advisors, LLC Los Angeles, CA	BUY	-	8.1K New	$492K - $716K	8.1K $738K
Apr 26, 2023 Q1 2023	Mn Services Vermogensbeheer B.V.	BUY	-	7.9K + 3.19%	$479K - $698K	255K $23.3M
May 15, 2023 Q1 2023	Ci Private Wealth, LLC Miami, FL	BUY	-	7.87K + 25.71%	$477K - $695K	38.5K $3.5M
May 11, 2023 Q1 2023	Commonwealth Equity Services, LLC	BUY	-	7.85K + 2.95%	$476K - $694K	274K $24.9M
May 08, 2023 Q1 2023	Metis Global Partners, LLC	BUY	-	7.85K + 204.08%	$476K - $694K	11.7K $1.07M
May 12, 2023 Q1 2023	Prudential Financial Inc Newark, NJ	BUY	-	7.78K + 32.82%	$472K - $687K	31.5K $2.87M
May 12, 2023 Q1 2023	Independent Advisor Alliance	BUY	-	7.48K New	$454K - $661K	7.48K $681K
May 15, 2023 Q1 2023	Fairfield, Bush & Co. Darien, CT	BUY	-	7.32K + 113.91%	$444K - $647K	13.7K $1.25M
May 03, 2023 Q1 2023	Integrated Wealth Concepts LLC	BUY	-	6.78K + 85.61%	$411K - $599K	14.7K $1.34M
Apr 28, 2023 Q1 2023	Handelsbanken Fonder Ab	BUY	-	6.78K + 6.53%	$411K - $599K	111K $10.1M
May 08, 2023 Q1 2023	Avidian Wealth Solutions, LLC	BUY	-	6.68K New	$405K - $590K	6.68K $608K
May 11, 2023 Q1 2023	Ifm Investors Pty LTD	BUY	-	6.44K + 6.81%	$391K - $569K	101K $9.19M
May 10, 2023 Q1 2023	Nilsine Partners, LLC Greenwood Village, CO	BUY	-	6.43K New	$390K - $569K	6.43K $586K
May 12, 2023 Q1 2023	Uss Investment Management LTD	BUY	-	6.08K + 7.48%	$369K - $537K	87.3K $7.96M
May 05, 2023 Q1 2023	Good Life Advisors, LLC	BUY	-	5.99K New	$363K - $529K	5.99K $545K
May 15, 2023 Q1 2023	Gould Capital, LLC	BUY	-	5.97K + 93.4%	$362K - $528K	12.4K $1.13M
Apr 26, 2023 Q1 2023	Chicago Partners Investment Group LLC	BUY	-	5.88K New	$357K - $520K	5.88K $535K
May 15, 2023 Q1 2023	Engineers Gate Manager LP New York, NY	BUY	-	5.62K New	$341K - $497K	5.62K $512K
May 15, 2023 Q1 2023	Lombard Odier Asset Management (Europe) LTD London, X0	BUY	-	5.5K + 7.91%	$334K - $486K	75K $6.83M
Apr 27, 2023 Q1 2023	Bensler, LLC Bellevue, WA	BUY	-	5.37K + 15.78%	$326K - $474K	39.4K $3.59M
May 15, 2023 Q1 2023	Ionic Capital Management LLC New York, NY	BUY	-	5.29K New	$321K - $467K	5.29K $482K
May 15, 2023 Q1 2023	Stephens Inc	BUY	-	5.13K + 12.89%	$311K - $454K	44.9K $4.09M
Apr 25, 2023 Q1 2023	Ferguson Shapiro LLC	BUY	-	5.01K New	$304K - $443K	5.01K $456K
Apr 20, 2023 Q1 2023	Trellus Management Company, LLC	BUY	-	5K + 100.0%	$303K - $442K	10K $911K
May 12, 2023 Q1 2023	Invesco Ltd. Atlanta, GA	BUY	-	4.93K + 0.86%	$299K - $436K	581K $52.9M
Apr 24, 2023 Q1 2023	Db Fitzpatrick & Co, Inc	BUY	-	4.92K + 79.06%	$299K - $435K	11.1K $1.02M
May 15, 2023 Q1 2023	Edgestream Partners, L.P. Princeton, NJ	BUY	-	4.88K New	$296K - $432K	4.88K $445K
Apr 26, 2023 Q1 2023	Acorn Financial Advisory Services Inc	BUY	-	4.79K + 23.85%	$290K - $423K	24.9K $2.26M
May 11, 2023 Q1 2023	Jaffetilchin Investment Partners, LLC Tampa, FL	BUY	-	4.75K New	$288K - $420K	4.75K $433K
Apr 14, 2023 Q1 2023	Stonnington Group, LLC	BUY	-	4.73K New	$287K - $418K	4.73K $431K
Apr 10, 2023 Q1 2023	Wd Rutherford LLC	BUY	-	4.71K + 109.93%	$285K - $416K	8.99K $818K
May 25, 2023 Q1 2023	Empower Advisory Group, LLC Greenwood Village, CO	BUY	-	4.58K New	$278K - $405K	4.58K $417K
May 02, 2023 Q1 2023	Great Valley Advisor Group, Inc.	BUY	-	4.58K + 6.12%	$278K - $404K	79.3K $7.22M
May 02, 2023 Q1 2023	Savant Capital, LLC	BUY	-	4.51K New	$273K - $398K	4.51K $410K
Apr 24, 2023 Q1 2023	Machina Capital S.A.S. Paris, I0	BUY	-	4.5K New	$273K - $398K	4.5K $410K
May 12, 2023 Q1 2023	Xtx Topco LTD London, X0	BUY	-	4.48K New	$272K - $396K	4.48K $408K
May 02, 2023 Q1 2023	Loup Funds, LLC Minneapolis, MN	BUY	-	4.44K + 2.96%	$269K - $393K	154K $14M
May 08, 2023 Q1 2023	Ground Swell Capital, LLC Folly Beach, SC	BUY	-	4.38K New	$266K - $388K	4.38K $399K
May 28, 2024 Q1 2023	Hamilton Lane Advisors LLC	BUY	-	4.32K New	$262K - $382K	4.32K $393K
May 12, 2023 Q1 2023	Sowell Financial Services LLC North Little Rock, AR	BUY	-	4.3K New	$261K - $380K	4.3K $392K
May 12, 2023 Q1 2023	Ostrum Asset Management Paris, I0	BUY	-	4.28K New	$260K - $378K	4.28K $390K
May 12, 2023 Q1 2023	Public Sector Pension Investment Board Montreal, A8	BUY	-	4.27K + 14.93%	$259K - $377K	32.8K $2.99M
May 02, 2023 Q1 2023	Sumitomo Mitsui Ds Asset Management Company, LTD	BUY	-	4.2K + 7.86%	$255K - $371K	57.6K $5.25M
May 01, 2023 Q1 2023	Ausbil Investment Management LTD Sydney, C3	BUY	-	4.08K New	$248K - $361K	4.08K $372K
May 05, 2023 Q1 2023	Gfg Capital, LLC	BUY	-	4.01K + 23.27%	$243K - $355K	21.2K $1.93M
May 15, 2023 Q1 2023	Woodson Capital Management, LP Greenwich, CT	BUY	-	4K + 4.71%	$243K - $354K	89K $8.11M
May 15, 2023 Q1 2023	Meeder Advisory Services, Inc. Dublin, OH	BUY	-	3.94K + 91.74%	$239K - $349K	8.24K $751K

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Account

Purchases and Sales Made in Q1 2023 in Block, Inc. (SQ)

8.71K

8.55K

8.17K

8.1K

7.9K

7.87K

7.85K

7.85K

7.78K

7.48K

7.32K

6.78K

6.78K

6.68K

6.44K

6.43K

6.08K

5.99K

5.97K

5.88K

5.62K

5.5K

5.37K

5.29K

5.13K

5.01K

5K

4.93K

4.92K

4.88K

4.79K

4.75K

4.73K

4.71K

4.58K

4.58K

4.51K

4.5K

4.48K

4.44K

4.38K

4.32K

4.3K

4.28K

4.27K

4.2K

4.08K

4.01K

4K

3.94K

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