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 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-12- 1.17% |
$751 - $1.03K
|
1.01K
$92K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 35.9% |
$876 - $1.2K
|
25
$2.28K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 6.15% |
$939 - $1.29K
|
229
$20.9K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17- 0.65% |
$1.06K - $1.46K
|
2.6K
$237K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-19- 7.85% |
$1.19K - $1.63K
|
223
$20.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-20- 57.14% |
$1.25K - $1.71K
|
15
$1.37K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-20- 0.48% |
$1.25K - $1.71K
|
4.17K
$380K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-22- 18.33% |
$1.38K - $1.89K
|
98
$8.93K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23- 0.29% |
$1.44K - $1.97K
|
7.97K
$726K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-26- 20.97% |
$1.63K - $2.23K
|
98
$8.93K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.82% |
$1.69K - $2.31K
|
3.27K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 4.6% |
$1.81K - $2.49K
|
602
$54.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-30- 35.71% |
$1.88K - $2.57K
|
54
$4.92K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-31- 0.27% |
$1.94K - $2.66K
|
11.5K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-31- 0.34% |
$1.94K - $2.66K
|
9.14K
$832K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33- 0.99% |
$2.06K - $2.83K
|
3.31K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 38.89% |
$2.19K - $3K
|
55
$5.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-36- 0.21% |
$2.25K - $3.09K
|
17.4K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38- 0.13% |
$2.38K - $3.26K
|
28.5K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-39- 1.4% |
$2.44K - $3.34K
|
2.75K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-41- 0.7% |
$2.57K - $3.51K
|
5.8K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-42- 10.05% |
$2.63K - $3.6K
|
376
$34.2K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46- 0.7% |
$2.88K - $3.94K
|
6.5K
$592K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-49- 7.72% |
$3.07K - $4.2K
|
586
$53.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 1.64% |
$3.13K - $4.29K
|
2.99K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 7.41% |
$3.13K - $4.29K
|
625
$56.9K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-53- 0.65% |
$3.32K - $4.54K
|
8.11K
$738K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58- 2.09% |
$3.63K - $4.97K
|
2.72K
$248K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-67- 0.43% |
$4.19K - $5.74K
|
15.6K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-72- 2.83% |
$4.51K - $6.17K
|
2.48K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-72- 1.38% |
$4.51K - $6.17K
|
5.14K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-80- 2.3% |
$5.01K - $6.86K
|
3.4K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-85- 5.08% |
$5.32K - $7.29K
|
1.59K
$145K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-85- 80.95% |
$5.32K - $7.29K
|
20
$1.82K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-86- 2.8% |
$5.38K - $7.37K
|
2.99K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-89- 0.63% |
$5.57K - $7.63K
|
14.1K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-91- 3.21% |
$5.69K - $7.8K
|
2.75K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-93- 55.69% |
$5.82K - $7.97K
|
74
$6.74K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-94- 0.6% |
$5.88K - $8.06K
|
15.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-95- 3.28% |
$5.94K - $8.14K
|
2.81K
$255K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-96- 1.81% |
$6.01K - $8.23K
|
5.2K
$474K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-100- 3.17% |
$6.26K - $8.57K
|
3.05K
$278K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 25.0% |
$6.26K - $8.57K
|
300
$27.3K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 0.43% |
$6.26K - $8.57K
|
23K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-116- 0.25% |
$7.26K - $9.94K
|
47K
$4.28M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-119- 22.93% |
$7.45K - $10.2K
|
400
$36.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-123- 10.51% |
$7.7K - $10.5K
|
1.05K
$95.4K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-124- 99.2% |
$7.76K - $10.6K
|
1
$91.1
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-125- 3.54% |
$7.82K - $10.7K
|
3.41K
$310K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-125- 1.21% |
$7.82K - $10.7K
|
10.2K
$933K
|