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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
490+ 13.86% |
$29.7K - $43.3K
|
4.03K
$230K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
482+ 0.7% |
$29.2K - $42.6K
|
68.9K
$3.94M
|
|
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
$363K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
473+ 10.11% |
$28.7K - $41.8K
|
5.15K
$295K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
471New |
$28.6K - $41.6K
|
471
$27K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
466+ 2.31% |
$28.3K - $41.2K
|
20.6K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
465+ 119.23% |
$28.2K - $41.1K
|
855
$48.9K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
457+ 4.47% |
$27.7K - $40.4K
|
10.7K
$611K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
447New |
$27.1K - $39.5K
|
447
$25.6K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
442+ 9.47% |
$26.8K - $39.1K
|
5.11K
$292K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
442+ 47.27% |
$26.8K - $39.1K
|
1.38K
$78.8K
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
434+ 0.27% |
$26.3K - $38.4K
|
162K
$9.27M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
412+ 8.59% |
$25K - $36.4K
|
5.21K
$298K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
411+ 124.55% |
$24.9K - $36.3K
|
741
$42.4K
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
395+ 5.67% |
$24K - $34.9K
|
7.37K
$422K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
395+ 54.48% |
$24K - $34.9K
|
1.12K
$64.1K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
365+ 2.11% |
$22.1K - $32.3K
|
17.7K
$1.01M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
343+ 8.3% |
$20.8K - $30.3K
|
4.48K
$256K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
338+ 1.78% |
$20.5K - $29.9K
|
19.4K
$1.11M
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
330+ 3.55% |
$20K - $29.2K
|
9.62K
$551K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
329+ 2.23% |
$20K - $29.1K
|
15.1K
$863K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
309+ 9.64% |
$18.8K - $27.3K
|
3.52K
$201K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
307+ 5.99% |
$18.6K - $27.1K
|
5.43K
$311K
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
301+ 6.12% |
$18.3K - $26.6K
|
5.22K
$299K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.31% |
$18.2K - $26.5K
|
95.6K
$5.47M
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 14.93% |
$18.2K - $26.5K
|
2.31K
$132K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
297+ 15.24% |
$18K - $26.3K
|
2.25K
$129K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
295+ 2.43% |
$17.9K - $26.1K
|
12.4K
$711K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
290+ 3.35% |
$17.6K - $25.6K
|
8.95K
$512K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
276+ 32.51% |
$16.7K - $24.4K
|
1.13K
$64.4K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
275+ 5.76% |
$16.7K - $24.3K
|
5.05K
$289K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
260+ 0.52% |
$15.8K - $23K
|
50.6K
$2.89M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
260+ 0.06% |
$15.8K - $23K
|
430K
$24.6M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
258+ 296.55% |
$15.7K - $22.8K
|
345
$19.7K
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
255+ 4.65% |
$15.5K - $22.5K
|
5.74K
$328K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
251New |
$15.2K - $22.2K
|
251
$14.4K
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
249+ 8.06% |
$15.1K - $22K
|
3.34K
$191K
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
232+ 1.01% |
$14.1K - $20.5K
|
23.2K
$1.33M
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
221+ 3.3% |
$13.4K - $19.5K
|
6.92K
$396K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
213+ 1.17% |
$12.9K - $18.8K
|
18.4K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
207+ 5.34% |
$12.6K - $18.3K
|
4.09K
$234K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200+ 100.0% |
$12.1K - $17.7K
|
400
$22.9K
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
200+ 0.53% |
$12.1K - $17.7K
|
38.2K
$2.19M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$12.1K - $17.7K
|
200
$11.4K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$12.1K - $17.7K
|
200
$11.4K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
180+ 1.94% |
$10.9K - $15.9K
|
9.45K
$541K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
179New |
$10.9K - $15.8K
|
179
$10.2K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
169+ 20.41% |
$10.3K - $14.9K
|
997
$57K
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
165+ 2.82% |
$10K - $14.6K
|
6.02K
$344K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
164+ 3.52% |
$9.95K - $14.5K
|
4.83K
$276K
|