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 09, 2023
Q1 2023
|
Sicart Associates LLC
|
BUY
|
- |
3.93KNew |
$238K - $347K
|
3.93K
$358K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.88K+ 2.67% |
$236K - $343K
|
150K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.87KNew |
$235K - $342K
|
3.87K
$353K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
3.86KNew |
$234K - $341K
|
3.86K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
3.86K+ 5.03% |
$234K - $341K
|
80.5K
$7.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
3.78KNew |
$229K - $334K
|
3.78K
$344K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.75K+ 2.04% |
$227K - $331K
|
188K
$17.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.74K+ 17.13% |
$227K - $331K
|
25.6K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.67KNew |
$223K - $324K
|
3.67K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.66KNew |
$222K - $323K
|
3.66K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
3.59K+ 0.87% |
$218K - $318K
|
417K
$38M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.57K+ 12.66% |
$217K - $316K
|
31.8K
$2.9M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.56K+ 1.93% |
$216K - $315K
|
188K
$17.1M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.55K+ 1.12% |
$216K - $314K
|
320K
$29.2M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.53KNew |
$214K - $312K
|
3.53K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
3.5K+ 2.96% |
$212K - $309K
|
122K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.48KNew |
$211K - $308K
|
3.48K
$317K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.47KNew |
$210K - $307K
|
3.47K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.42KNew |
$208K - $303K
|
3.42K
$312K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.41KNew |
$207K - $302K
|
3.41K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.41KNew |
$207K - $301K
|
3.41K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.4K+ 75.0% |
$206K - $300K
|
7.92K
$722K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.25K+ 27.97% |
$197K - $287K
|
14.8K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.24KNew |
$197K - $287K
|
3.24K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 3.47% |
$192K - $280K
|
94.5K
$8.61M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3.16KNew |
$192K - $279K
|
3.16K
$287K
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.14KNew |
$191K - $278K
|
3.14K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.13KNew |
$190K - $276K
|
3.13K
$285K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.13KNew |
$190K - $276K
|
3.13K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.12KNew |
$189K - $276K
|
3.12K
$284K
|
|
|
May 12, 2023
Q1 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
3.1K+ 6.72% |
$188K - $274K
|
49.2K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
3.1K+ 3.9% |
$188K - $274K
|
82.5K
$7.52M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.08KNew |
$187K - $272K
|
3.08K
$280K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.07KNew |
$186K - $271K
|
3.07K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.07KNew |
$186K - $271K
|
3.07K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$185K - $269K
|
3.05K
$278K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.04KNew |
$184K - $269K
|
3.04K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.03K+ 1.96% |
$184K - $268K
|
158K
$14.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.02KNew |
$183K - $267K
|
3.02K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
BUY
|
- |
3.01K+ 2.81% |
$183K - $266K
|
110K
$10M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3KNew |
$182K - $265K
|
3K
$273K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.99KNew |
$182K - $265K
|
2.99K
$273K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.99KNew |
$182K - $265K
|
2.99K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.99KNew |
$181K - $264K
|
2.99K
$272K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.96KNew |
$180K - $262K
|
2.96K
$270K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.94KNew |
$178K - $260K
|
2.94K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.94KNew |
$178K - $260K
|
2.94K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.93KNew |
$178K - $259K
|
2.93K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.93KNew |
$178K - $259K
|
2.93K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.92KNew |
$177K - $258K
|
2.92K
$266K
|