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 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 12.43% |
$106K - $146K
|
12K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.73K- 16.65% |
$108K - $149K
|
8.68K
$790K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-1.8K- 11.61% |
$112K - $154K
|
13.7K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.8K- 11.9% |
$113K - $155K
|
13.4K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 35.08% |
$115K - $157K
|
3.4K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.88K- 17.35% |
$117K - $161K
|
8.94K
$814K
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.92K- 16.48% |
$120K - $165K
|
9.75K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.05K- 57.74% |
$128K - $176K
|
1.5K
$137K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.26K- 26.54% |
$141K - $194K
|
6.26K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 4.13% |
$153K - $210K
|
56.7K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-2.54K- 48.89% |
$159K - $217K
|
2.65K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.74K- 9.97% |
$172K - $235K
|
24.7K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-2.87K- 53.61% |
$180K - $246K
|
2.48K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.01K- 82.29% |
$188K - $258K
|
647
$58.9K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.09K- 0.9% |
$193K - $265K
|
340K
$31M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.19K- 18.93% |
$200K - $274K
|
13.7K
$1.24M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.32K- 17.59% |
$207K - $284K
|
15.5K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.32K- 15.87% |
$208K - $285K
|
17.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.33K- 25.08% |
$208K - $285K
|
9.93K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.34K- 40.22% |
$209K - $286K
|
4.96K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Lane Generational LLC
|
SELL
|
- |
-3.39K- 4.74% |
$212K - $291K
|
68.2K
$6.21M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-3.55K- 43.77% |
$222K - $304K
|
4.56K
$415K
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-3.67K- 0.4% |
$229K - $314K
|
911K
$82.9M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.8K- 67.25% |
$238K - $326K
|
1.85K
$169K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.84K- 1.19% |
$240K - $329K
|
320K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.85K- 22.34% |
$241K - $330K
|
13.4K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-3.9K- 30.35% |
$244K - $334K
|
8.95K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4K- 19.59% |
$250K - $343K
|
16.4K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.01K- 5.37% |
$251K - $344K
|
70.7K
$6.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.11K- 11.06% |
$257K - $352K
|
33.1K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.16K- 21.12% |
$260K - $357K
|
15.5K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 14.95% |
$263K - $360K
|
23.9K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.53K- 22.47% |
$283K - $388K
|
15.6K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.72K- 12.74% |
$295K - $404K
|
32.3K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-4.89K- 80.16% |
$306K - $419K
|
1.21K
$110K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.94K- 28.08% |
$309K - $424K
|
12.7K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.1K- 2.8% |
$319K - $437K
|
177K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-5.21K- 14.94% |
$326K - $446K
|
29.6K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.28K- 14.32% |
$330K - $452K
|
31.5K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-5.57K- 46.98% |
$349K - $478K
|
6.29K
$573K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.8K- 17.3% |
$363K - $497K
|
27.7K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.82K- 61.26% |
$364K - $499K
|
3.68K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.85K- 12.31% |
$366K - $501K
|
41.7K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.91K- 43.51% |
$370K - $507K
|
7.68K
$699K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.47K- 30.31% |
$405K - $554K
|
14.9K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-6.8K- 65.02% |
$425K - $583K
|
3.66K
$333K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6.86K- 66.76% |
$429K - $588K
|
3.41K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.06K- 3.3% |
$442K - $606K
|
207K
$18.9M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.15K- 66.4% |
$447K - $612K
|
3.62K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-7.6K- 27.34% |
$476K - $651K
|
20.2K
$1.84M
|