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 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
148+ 0.3% |
$8.98K - $13.1K
|
50K
$4.55M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
146+ 4.41% |
$8.86K - $12.9K
|
3.46K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
144+ 76.6% |
$8.74K - $12.7K
|
332
$30.2K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
137New |
$8.31K - $12.1K
|
137
$12.5K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
137+ 105.38% |
$8.31K - $12.1K
|
267
$24.3K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
131+ 2.88% |
$7.95K - $11.6K
|
4.68K
$426K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
128+ 3.93% |
$7.77K - $11.3K
|
3.38K
$308K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128+ 25.15% |
$7.77K - $11.3K
|
637
$58K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
124+ 0.33% |
$7.52K - $11K
|
38K
$3.46M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
115+ 17.91% |
$6.98K - $10.2K
|
757
$68.9K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
115+ 3.52% |
$6.98K - $10.2K
|
3.38K
$308K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
115New |
$6.98K - $10.2K
|
115
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
110New |
$6.67K - $9.73K
|
110
$10K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
109+ 242.22% |
$6.61K - $9.64K
|
154
$14K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
107+ 0.57% |
$6.49K - $9.46K
|
18.9K
$1.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
107+ 1.14% |
$6.49K - $9.46K
|
9.52K
$867K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
105New |
$6.37K - $9.28K
|
105
$9.56K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
103+ 34.22% |
$6.25K - $9.11K
|
404
$36.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$6.13K - $8.93K
|
101
$9.2K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$6.07K - $8.84K
|
100
$9.11K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
100New |
$6.07K - $8.84K
|
100
$9.11K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
98+ 1.13% |
$5.95K - $8.66K
|
8.77K
$798K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
92+ 0.47% |
$5.58K - $8.13K
|
19.7K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91+ 71.09% |
$5.52K - $8.05K
|
219
$19.9K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
90+ 1.66% |
$5.46K - $7.96K
|
5.5K
$501K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
80+ 1.48% |
$4.85K - $7.07K
|
5.48K
$499K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
78+ 1.93% |
$4.73K - $6.9K
|
4.12K
$375K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
76+ 93.83% |
$4.61K - $6.72K
|
157
$14.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
74New |
$4.49K - $6.54K
|
74
$6.74K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
72+ 2.08% |
$4.37K - $6.37K
|
3.54K
$322K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$4.25K - $6.19K
|
70
$6.38K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
68+ 1.97% |
$4.13K - $6.01K
|
3.52K
$321K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
65+ 0.12% |
$3.94K - $5.75K
|
55.8K
$5.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
57New |
$3.46K - $5.04K
|
57
$5.19K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
54+ 0.34% |
$3.28K - $4.77K
|
15.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$3.03K - $4.42K
|
50
$4.55K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 6.11% |
$3.03K - $4.42K
|
868
$79.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49+ 52.69% |
$2.97K - $4.33K
|
142
$12.9K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
49New |
$2.97K - $4.33K
|
49
$4.46K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
48+ 6.12% |
$2.91K - $4.24K
|
832
$75.8K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43+ 0.91% |
$2.61K - $3.8K
|
4.76K
$433K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
42New |
$2.55K - $3.71K
|
42
$3.83K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
36New |
$2.18K - $3.18K
|
36
$3.28K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
36New |
$2.18K - $3.18K
|
36
$3.28K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
35+ 87.5% |
$2.12K - $3.09K
|
75
$6.83K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.33% |
$2.06K - $3.01K
|
10.4K
$949K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
33+ 3.68% |
$2K - $2.92K
|
930
$84.7K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.18% |
$1.82K - $2.65K
|
16.4K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 3.47% |
$1.7K - $2.48K
|
836
$76.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
27New |
$1.64K - $2.39K
|
27
$2.46K
|