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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-312- 89.4% |
$19.5K - $26.7K
|
37
$2.12K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-331- 3.97% |
$20.7K - $28.4K
|
8.01K
$459K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-340- 6.61% |
$21.3K - $29.1K
|
4.8K
$275K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-341- 46.02% |
$21.3K - $29.2K
|
400
$22.9K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-345- 5.57% |
$21.6K - $29.6K
|
5.85K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-350- 7.9% |
$21.9K - $30K
|
4.08K
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-353- 6.02% |
$22.1K - $30.3K
|
5.51K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-356- 11.65% |
$22.3K - $30.5K
|
2.7K
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-361- 1.56% |
$22.6K - $30.9K
|
22.7K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-395- 9.78% |
$24.7K - $33.9K
|
3.64K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-400- 16.23% |
$25K - $34.3K
|
2.07K
$118K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-411- 3.35% |
$25.7K - $35.2K
|
11.9K
$679K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-414- 81.82% |
$25.9K - $35.5K
|
92
$5.26K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-415- 70.94% |
$26K - $35.6K
|
170
$9.73K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-425- 3.39% |
$26.6K - $36.4K
|
12.1K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-445- 6.99% |
$27.8K - $38.1K
|
5.93K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Consolidated Press International Holdings LTD
Sydney, C3 |
SELL
|
- |
-455- 0.52% |
$28.5K - $39K
|
86.3K
$4.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-456- 5.2% |
$28.5K - $39.1K
|
8.32K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-472- 7.11% |
$29.5K - $40.5K
|
6.17K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-477- 2.85% |
$29.8K - $40.9K
|
16.2K
$929K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-490- 6.53% |
$30.7K - $42K
|
7.02K
$402K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-515- 22.7% |
$32.2K - $44.1K
|
1.75K
$100K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-544- 7.59% |
$34K - $46.6K
|
6.62K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-563- 3.11% |
$35.2K - $48.3K
|
17.6K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-572- 5.65% |
$35.8K - $49K
|
9.56K
$547K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-591- 29.61% |
$37K - $50.7K
|
1.41K
$80.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-680- 15.25% |
$42.5K - $58.3K
|
3.78K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-690- 12.76% |
$43.2K - $59.1K
|
4.72K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-720- 0.13% |
$45.1K - $61.7K
|
551K
$31.5M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-731- 9.22% |
$45.7K - $62.7K
|
7.2K
$412K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-732- 13.18% |
$45.8K - $62.7K
|
4.82K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-740- 19.27% |
$46.3K - $63.4K
|
3.1K
$177K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-775- 54.39% |
$48.5K - $66.4K
|
650
$37.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-782- 10.03% |
$48.9K - $67K
|
7.01K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-792- 1.38% |
$49.6K - $67.9K
|
56.5K
$3.23M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-808- 89.68% |
$50.6K - $69.3K
|
93
$5.32K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-815- 13.6% |
$51K - $69.9K
|
5.18K
$296K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-833- 20.46% |
$52.1K - $71.4K
|
3.24K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-841- 81.65% |
$52.6K - $72.1K
|
189
$10.8K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-853- 17.89% |
$53.4K - $73.1K
|
3.91K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-867- 15.96% |
$54.2K - $74.3K
|
4.56K
$261K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-893- 24.31% |
$55.9K - $76.5K
|
2.78K
$159K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-929- 1.55% |
$58.1K - $79.6K
|
59K
$3.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-965- 8.75% |
$60.4K - $82.7K
|
10.1K
$576K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 2.1% |
$63.2K - $86.6K
|
47.1K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-1.04K- 0.84% |
$64.8K - $88.8K
|
122K
$6.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 8.1% |
$66.3K - $90.9K
|
12K
$688K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 6.87% |
$68.6K - $93.9K
|
14.9K
$850K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.15K- 27.9% |
$71.7K - $98.2K
|
2.96K
$169K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.15K- 18.18% |
$72K - $98.6K
|
5.18K
$296K
|