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 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1KNew |
$60.7K - $88.4K
|
1K
$91.1K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
967+ 1.98% |
$58.7K - $85.5K
|
49.9K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
953+ 0.1% |
$57.8K - $84.3K
|
941K
$85.7M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
938+ 14.78% |
$56.9K - $82.9K
|
7.29K
$664K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
931+ 8.98% |
$56.5K - $82.3K
|
11.3K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
905+ 8.24% |
$54.9K - $80K
|
11.9K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
891+ 1.9% |
$54.1K - $78.8K
|
47.9K
$4.36M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
865+ 10.6% |
$52.5K - $76.5K
|
9.03K
$822K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
862+ 6.8% |
$52.3K - $76.2K
|
13.5K
$1.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
849+ 11.76% |
$51.5K - $75.1K
|
8.07K
$735K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
844+ 1.68% |
$51.2K - $74.6K
|
51K
$4.65M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
831+ 13.12% |
$50.4K - $73.5K
|
7.16K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
827+ 25.97% |
$50.2K - $73.1K
|
4.01K
$365K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
815+ 5.24% |
$49.5K - $72.1K
|
16.4K
$1.49M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
813+ 10.91% |
$49.3K - $71.9K
|
8.27K
$753K
|
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
BUY
|
- |
812+ 4.36% |
$49.3K - $71.8K
|
19.4K
$1.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
801+ 15.68% |
$48.6K - $70.8K
|
5.91K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
799+ 15.09% |
$48.5K - $70.6K
|
6.09K
$555K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
797+ 18.18% |
$48.4K - $70.5K
|
5.18K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
792+ 60.09% |
$48.1K - $70K
|
2.11K
$192K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
773+ 16.46% |
$46.9K - $68.3K
|
5.47K
$498K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
765+ 22.82% |
$46.4K - $67.6K
|
4.12K
$375K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
755+ 161.67% |
$45.8K - $66.7K
|
1.22K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
746+ 9.97% |
$45.3K - $66K
|
8.23K
$749K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
744+ 15.97% |
$45.1K - $65.8K
|
5.4K
$492K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
707+ 11.28% |
$42.9K - $62.5K
|
6.98K
$635K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
685New |
$41.6K - $60.6K
|
685
$62.4K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
677+ 11.29% |
$41.1K - $59.9K
|
6.67K
$608K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
674+ 8.39% |
$40.9K - $59.6K
|
8.71K
$793K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
669+ 6.55% |
$40.6K - $59.1K
|
10.9K
$992K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
667+ 133.4% |
$40.5K - $59K
|
1.17K
$106K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
652+ 7.63% |
$39.6K - $57.6K
|
9.19K
$837K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
648+ 17.25% |
$39.3K - $57.3K
|
4.4K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
641+ 7.59% |
$38.9K - $56.7K
|
9.09K
$828K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
600New |
$36.4K - $53K
|
600
$54.6K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
598+ 10.1% |
$36.3K - $52.9K
|
6.52K
$593K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
597+ 3.77% |
$36.2K - $52.8K
|
16.4K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
594+ 16.16% |
$36K - $52.5K
|
4.27K
$389K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
589+ 56.26% |
$35.7K - $52.1K
|
1.64K
$149K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
585+ 1.08% |
$35.5K - $51.7K
|
54.6K
$4.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
576+ 10.62% |
$35K - $50.9K
|
6K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
555+ 222.0% |
$33.7K - $49.1K
|
805
$73.3K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
541+ 5.63% |
$32.8K - $47.8K
|
10.2K
$925K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
539+ 10.22% |
$32.7K - $47.7K
|
5.81K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
537+ 6.43% |
$32.6K - $47.5K
|
8.89K
$810K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
516+ 9.97% |
$31.3K - $45.6K
|
5.69K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
515+ 7.39% |
$31.3K - $45.5K
|
7.48K
$682K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
490+ 13.86% |
$29.7K - $43.3K
|
4.03K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
482+ 0.7% |
$29.2K - $42.6K
|
68.9K
$6.28M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
477+ 8.12% |
$28.9K - $42.2K
|
6.35K
$578K
|