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 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.92KNew |
$177K - $258K
|
2.92K
$266K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.84K+ 77.81% |
$172K - $251K
|
6.49K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.81K+ 4.41% |
$170K - $248K
|
66.5K
$6.06M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.78KNew |
$169K - $246K
|
2.78K
$253K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.77K+ 12.8% |
$168K - $245K
|
24.4K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 29.55% |
$168K - $245K
|
12.1K
$1.11M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.75K+ 467.06% |
$167K - $243K
|
3.34K
$304K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
2.65K+ 9.06% |
$160K - $234K
|
31.8K
$2.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.61K+ 48.19% |
$159K - $231K
|
8.04K
$732K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.6K+ 69.2% |
$158K - $230K
|
6.36K
$579K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.58K+ 1.4% |
$157K - $228K
|
187K
$17.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
2.5K+ 36.64% |
$152K - $221K
|
9.34K
$850K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.5KNew |
$151K - $221K
|
2.5K
$227K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.46K+ 1.7% |
$149K - $217K
|
147K
$13.4M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.43K+ 62.57% |
$148K - $215K
|
6.32K
$576K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.37KNew |
$144K - $209K
|
2.37K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.33KNew |
$141K - $206K
|
2.33K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.31K+ 1.65% |
$140K - $204K
|
142K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.11K+ 28.35% |
$128K - $187K
|
9.57K
$871K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.03K+ 21.17% |
$123K - $179K
|
11.6K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.96K+ 3.39% |
$119K - $173K
|
59.8K
$5.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.95K+ 11.98% |
$118K - $172K
|
18.2K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.95K+ 4.81% |
$118K - $172K
|
42.4K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.92K+ 4.68% |
$116K - $170K
|
42.9K
$3.91M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.9K+ 11.62% |
$115K - $168K
|
18.3K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.83K+ 51.65% |
$111K - $162K
|
5.37K
$489K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.77K+ 9.01% |
$108K - $157K
|
21.4K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.75KNew |
$106K - $155K
|
1.75K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.75K+ 16.43% |
$106K - $154K
|
12.4K
$1.13M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.72K+ 0.99% |
$104K - $152K
|
176K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
1.7K+ 105.52% |
$103K - $150K
|
3.32K
$302K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.69K+ 12.43% |
$103K - $150K
|
15.3K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.67K+ 0.72% |
$101K - $148K
|
234K
$21.4M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.64K+ 4.38% |
$99.3K - $145K
|
39K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.59K+ 17.07% |
$96.4K - $140K
|
10.9K
$992K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.55KNew |
$93.8K - $137K
|
1.55K
$141K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 7.65% |
$93.4K - $136K
|
21.7K
$1.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 10.06% |
$92.1K - $134K
|
16.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 21.87% |
$89.9K - $131K
|
8.25K
$752K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.42K+ 30.53% |
$86.4K - $126K
|
6.09K
$555K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.4K+ 16.07% |
$85K - $124K
|
10.1K
$921K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.38K+ 15.92% |
$83.6K - $122K
|
10K
$914K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.31K+ 46.51% |
$79.2K - $115K
|
4.11K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29K+ 4.21% |
$78.5K - $114K
|
32K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.21K+ 35.12% |
$73.4K - $107K
|
4.66K
$424K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.21K+ 5.63% |
$73.2K - $107K
|
22.6K
$2.06M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.2K+ 15.84% |
$73K - $106K
|
8.8K
$801K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.16K+ 35.0% |
$70.1K - $102K
|
4.46K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 14.81% |
$61.8K - $90K
|
7.89K
$719K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.02K+ 101500.0% |
$61.6K - $89.7K
|
1.02K
$92.5K
|