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 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
49+ 1.21% |
$3.07K - $4.2K
|
4.11K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
46+ 0.08% |
$2.88K - $3.94K
|
56.8K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$2.82K - $3.86K
|
45
$2.57K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
43+ 35.25% |
$2.69K - $3.69K
|
165
$9.44K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 127.27% |
$2.63K - $3.6K
|
75
$4.29K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42+ 6.82% |
$2.63K - $3.6K
|
658
$37.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
41+ 0.57% |
$2.57K - $3.51K
|
7.21K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
40+ 0.81% |
$2.5K - $3.43K
|
4.97K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
39+ 31.2% |
$2.44K - $3.34K
|
164
$9.38K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
38New |
$2.38K - $3.26K
|
38
$2.17K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
35+ 41.18% |
$2.19K - $3K
|
120
$6.87K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
35New |
$2.19K - $3K
|
35
$2K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
33+ 0.57% |
$2.06K - $2.83K
|
5.87K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
31+ 1.43% |
$1.94K - $2.66K
|
2.21K
$126K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30+ 0.34% |
$1.88K - $2.57K
|
8.75K
$501K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$1.88K - $2.57K
|
30
$1.72K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
24+ 4.25% |
$1.5K - $2.06K
|
589
$33.7K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
24New |
$1.5K - $2.06K
|
24
$1.37K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22+ 0.33% |
$1.38K - $1.89K
|
6.62K
$379K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
17New |
$1.06K - $1.46K
|
17
$973
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17+ 0.45% |
$1.06K - $1.46K
|
3.78K
$216K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$939 - $1.29K
|
15
$858
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14+ 17.28% |
$876 - $1.2K
|
95
$5.44K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12+ 0.25% |
$751 - $1.03K
|
4.91K
$281K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 1.09% |
$751 - $1.03K
|
1.11K
$63.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 11.22% |
$688 - $943
|
109
$6.24K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10+ 0.38% |
$626 - $857
|
2.62K
$150K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 0.23% |
$563 - $771
|
4K
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8+ 23.53% |
$501 - $686
|
42
$2.4K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.16% |
$501 - $686
|
4.95K
$283K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 9.52% |
$501 - $686
|
92
$5.26K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.3% |
$313 - $429
|
1.65K
$94.5K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
5New |
$313 - $429
|
5
$286
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5New |
$313 - $429
|
5
$286
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 23.53% |
$250 - $343
|
21
$1.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4+ 0.1% |
$250 - $343
|
4.04K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 0.51% |
$188 - $257
|
593
$33.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 37.5% |
$188 - $257
|
11
$629
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 33.33% |
$125 - $171
|
8
$458
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$125 - $171
|
22.5K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 8.33% |
$125 - $171
|
26
$1.49K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 2.0% |
$125 - $171
|
102
$5.84K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$62.6 - $85.7
|
4.03K
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 1.14% |
$62.6 - $85.7
|
89
$5.09K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$62.6 - $85.7
|
7
$401
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 2.7% |
$62.6 - $85.7
|
36
$2.06K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.34% |
$62.6 - $85.7
|
290
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2- 16.67% |
$125 - $171
|
10
$572
|