Purchases and Sales Made in Q1 2024 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q1 2024. 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 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
230+ 1.31% |
$14.4K - $19.7K
|
17.8K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204New |
$12.8K - $17.5K
|
204
$11.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
191+ 61.41% |
$12K - $16.4K
|
502
$28.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
185New |
$11.6K - $15.9K
|
185
$10.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
170New |
$10.6K - $14.6K
|
170
$9.73K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
164+ 7.15% |
$10.3K - $14.1K
|
2.46K
$141K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 16.99% |
$10.3K - $14.1K
|
1.13K
$64.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
164+ 1.58% |
$10.3K - $14.1K
|
10.6K
$604K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
163+ 3.54% |
$10.2K - $14K
|
4.77K
$273K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
157+ 3.36% |
$9.82K - $13.5K
|
4.83K
$276K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155+ 7.23% |
$9.7K - $13.3K
|
2.3K
$132K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
155+ 25.41% |
$9.7K - $13.3K
|
765
$43.8K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
150New |
$9.39K - $12.9K
|
150
$8.58K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
150+ 1.96% |
$9.39K - $12.9K
|
7.82K
$447K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
146+ 811.11% |
$9.14K - $12.5K
|
164
$9.38K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
144+ 1.83% |
$9.01K - $12.3K
|
8.03K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
142+ 0.19% |
$8.88K - $12.2K
|
76.7K
$4.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
139+ 1.33% |
$8.7K - $11.9K
|
10.6K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
139+ 2.33% |
$8.7K - $11.9K
|
6.11K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
125+ 3.69% |
$7.82K - $10.7K
|
3.51K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
120New |
$7.51K - $10.3K
|
120
$6.87K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
120New |
$7.51K - $10.3K
|
120
$6.87K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
117+ 3.65% |
$7.32K - $10K
|
3.33K
$190K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
114+ 1.84% |
$7.13K - $9.77K
|
6.32K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
113+ 1.5% |
$7.07K - $9.69K
|
7.63K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 36.67% |
$6.88K - $9.43K
|
410
$23.5K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
109+ 1.67% |
$6.82K - $9.34K
|
6.62K
$379K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 11.06% |
$6.57K - $9K
|
1.05K
$60.3K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
102New |
$6.38K - $8.74K
|
102
$5.84K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$5.72K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 1.25% |
$6.26K - $8.57K
|
8.1K
$463K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$5.72K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$5.72K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
93+ 46.5% |
$5.82K - $7.97K
|
293
$16.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
92+ 1.06% |
$5.76K - $7.89K
|
8.81K
$504K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
92+ 368.0% |
$5.76K - $7.89K
|
117
$6.69K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
92New |
$5.76K - $7.89K
|
92
$5.26K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$5.63K - $7.71K
|
90
$5.15K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
82+ 0.38% |
$5.13K - $7.03K
|
21.8K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
78+ 2.12% |
$4.88K - $6.69K
|
3.76K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
77+ 0.44% |
$4.82K - $6.6K
|
17.6K
$1M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
76New |
$4.76K - $6.51K
|
76
$4.35K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 0.71% |
$4.25K - $5.83K
|
9.63K
$551K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
68+ 1.16% |
$4.25K - $5.83K
|
5.92K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
65+ 1.27% |
$4.07K - $5.57K
|
5.2K
$297K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
64New |
$4K - $5.49K
|
64
$3.66K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
63+ 1.01% |
$3.94K - $5.4K
|
6.28K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60New |
$3.75K - $5.14K
|
60
$3.43K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 37.76% |
$3.38K - $4.63K
|
197
$11.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50New |
$3.13K - $4.29K
|
50
$2.86K
|