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 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-130- 6.66% |
$8.13K - $11.1K
|
1.82K
$166K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-132- 2.2% |
$8.26K - $11.3K
|
5.87K
$535K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-142- 2.68% |
$8.88K - $12.2K
|
5.15K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-149- 1.6% |
$9.32K - $12.8K
|
9.15K
$833K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-155- 41.89% |
$9.7K - $13.3K
|
215
$19.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-167- 5.43% |
$10.4K - $14.3K
|
2.91K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-179- 5.24% |
$11.2K - $15.3K
|
3.24K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-183- 18.07% |
$11.5K - $15.7K
|
830
$75.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-185- 50.96% |
$11.6K - $15.9K
|
178
$16.2K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-186- 3.76% |
$11.6K - $15.9K
|
4.76K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-188- 0.47% |
$11.8K - $16.1K
|
39.6K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-193- 2.14% |
$12.1K - $16.5K
|
8.81K
$802K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-194- 7.12% |
$12.1K - $16.6K
|
2.53K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-196- 0.99% |
$12.3K - $16.8K
|
19.7K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-196- 7.51% |
$12.3K - $16.8K
|
2.42K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-199- 13.16% |
$12.5K - $17.1K
|
1.31K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-200- 4.44% |
$12.5K - $17.1K
|
4.3K
$392K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 5.25% |
$12.5K - $17.1K
|
3.61K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-210- 20.25% |
$13.1K - $18K
|
827
$75.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-211- 26.21% |
$13.2K - $18.1K
|
594
$54.1K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-211- 2.31% |
$13.2K - $18.1K
|
8.92K
$813K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-223- 3.81% |
$14K - $19.1K
|
5.62K
$512K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-224- 3.54% |
$14K - $19.2K
|
6.1K
$556K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-225- 4.37% |
$14.1K - $19.3K
|
4.92K
$448K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-230- 6.28% |
$14.4K - $19.7K
|
3.44K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-232- 0.21% |
$14.5K - $19.9K
|
111K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-235- 9.7% |
$14.7K - $20.1K
|
2.19K
$199K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-249- 6.02% |
$15.6K - $21.3K
|
3.89K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-250- 4.04% |
$15.6K - $21.4K
|
5.94K
$541K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-258- 3.26% |
$16.1K - $22.1K
|
7.65K
$697K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-270- 46.96% |
$16.9K - $23.1K
|
305
$27.8K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-275- 38.04% |
$17.2K - $23.6K
|
448
$40.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-276- 0.81% |
$17.3K - $23.7K
|
34K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-282- 4.26% |
$17.6K - $24.2K
|
6.33K
$577K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-301- 6.35% |
$18.8K - $25.8K
|
4.44K
$404K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-312- 89.4% |
$19.5K - $26.7K
|
37
$3.37K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-331- 3.97% |
$20.7K - $28.4K
|
8.01K
$730K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-340- 6.61% |
$21.3K - $29.1K
|
4.8K
$437K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-341- 46.02% |
$21.3K - $29.2K
|
400
$36.4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-345- 5.57% |
$21.6K - $29.6K
|
5.85K
$532K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-350- 7.9% |
$21.9K - $30K
|
4.08K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-353- 6.02% |
$22.1K - $30.3K
|
5.51K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-356- 11.65% |
$22.3K - $30.5K
|
2.7K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-361- 1.56% |
$22.6K - $30.9K
|
22.7K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-395- 9.78% |
$24.7K - $33.9K
|
3.64K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-400- 16.23% |
$25K - $34.3K
|
2.07K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-411- 3.35% |
$25.7K - $35.2K
|
11.9K
$1.08M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-414- 81.82% |
$25.9K - $35.5K
|
92
$8.38K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-415- 70.94% |
$26K - $35.6K
|
170
$15.5K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-425- 3.39% |
$26.6K - $36.4K
|
12.1K
$1.1M
|