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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
163+ 3.54% |
$10.2K - $14K
|
4.77K
$434K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
157+ 3.36% |
$9.82K - $13.5K
|
4.83K
$440K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155+ 7.23% |
$9.7K - $13.3K
|
2.3K
$209K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
155+ 25.41% |
$9.7K - $13.3K
|
765
$69.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
150+ 1.96% |
$9.39K - $12.9K
|
7.82K
$712K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
150New |
$9.39K - $12.9K
|
150
$13.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
146+ 811.11% |
$9.14K - $12.5K
|
164
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
144+ 1.83% |
$9.01K - $12.3K
|
8.03K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
142+ 0.19% |
$8.88K - $12.2K
|
76.7K
$6.99M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
139+ 2.33% |
$8.7K - $11.9K
|
6.11K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
139+ 1.33% |
$8.7K - $11.9K
|
10.6K
$967K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
125+ 3.69% |
$7.82K - $10.7K
|
3.51K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
120New |
$7.51K - $10.3K
|
120
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
120New |
$7.51K - $10.3K
|
120
$10.9K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
117+ 3.65% |
$7.32K - $10K
|
3.33K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
114+ 1.84% |
$7.13K - $9.77K
|
6.32K
$575K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
113+ 1.5% |
$7.07K - $9.69K
|
7.63K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 36.67% |
$6.88K - $9.43K
|
410
$37.3K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
109+ 1.67% |
$6.82K - $9.34K
|
6.62K
$603K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 11.06% |
$6.57K - $9K
|
1.05K
$96K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
102New |
$6.38K - $8.74K
|
102
$9.29K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$9.11K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$9.11K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 1.25% |
$6.26K - $8.57K
|
8.1K
$738K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$9.11K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
92+ 1.06% |
$5.76K - $7.89K
|
8.81K
$802K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
92New |
$5.76K - $7.89K
|
92
$8.38K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
92+ 368.0% |
$5.76K - $7.89K
|
117
$10.7K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$5.63K - $7.71K
|
90
$8.2K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
82+ 0.38% |
$5.13K - $7.03K
|
21.8K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
78+ 2.12% |
$4.88K - $6.69K
|
3.76K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
77+ 0.44% |
$4.82K - $6.6K
|
17.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
76New |
$4.76K - $6.51K
|
76
$6.92K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68+ 0.71% |
$4.25K - $5.83K
|
9.63K
$877K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
68+ 1.16% |
$4.25K - $5.83K
|
5.92K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
65+ 1.27% |
$4.07K - $5.57K
|
5.2K
$474K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
64New |
$4K - $5.49K
|
64
$5.83K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
63+ 1.01% |
$3.94K - $5.4K
|
6.28K
$572K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60New |
$3.75K - $5.14K
|
60
$5.46K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 37.76% |
$3.38K - $4.63K
|
197
$17.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50New |
$3.13K - $4.29K
|
50
$4.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
49+ 1.21% |
$3.07K - $4.2K
|
4.11K
$374K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
46+ 0.08% |
$2.88K - $3.94K
|
56.8K
$5.17M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$2.82K - $3.86K
|
45
$4.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
43+ 35.25% |
$2.69K - $3.69K
|
165
$15K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42+ 6.82% |
$2.63K - $3.6K
|
658
$59.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 127.27% |
$2.63K - $3.6K
|
75
$6.83K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
41+ 0.57% |
$2.57K - $3.51K
|
7.21K
$656K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
40+ 0.81% |
$2.5K - $3.43K
|
4.97K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39+ 31.2% |
$2.44K - $3.34K
|
164
$14.9K
|