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
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
1.12K+ 56.23% |
$70.3K - $96.3K
|
3.12K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 29.29% |
$68.6K - $93.9K
|
4.84K
$441K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.09K+ 2.59% |
$68.5K - $93.8K
|
43.3K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.08K+ 21.94% |
$67.7K - $92.7K
|
6.01K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.06K+ 19.13% |
$66.5K - $91.1K
|
6.62K
$603K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.03KNew |
$64.6K - $88.5K
|
1.03K
$94K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.02K+ 7.25% |
$63.9K - $87.6K
|
15.1K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1KNew |
$62.6K - $85.7K
|
1K
$91.1K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1K+ 242.72% |
$62.6K - $85.7K
|
1.41K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
991+ 31.52% |
$62K - $84.9K
|
4.14K
$377K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
991+ 253.45% |
$62K - $84.9K
|
1.38K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
990+ 11.61% |
$61.9K - $84.9K
|
9.52K
$867K
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
950+ 1900.0% |
$59.4K - $81.4K
|
1K
$91.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
943+ 32.01% |
$59K - $80.8K
|
3.89K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
940+ 16.6% |
$58.8K - $80.6K
|
6.6K
$601K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
927+ 9.69% |
$58K - $79.5K
|
10.5K
$956K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
927+ 2.73% |
$58K - $79.5K
|
34.9K
$3.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
915New |
$57.3K - $78.4K
|
915
$83.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
899+ 4.47% |
$56.3K - $77.1K
|
21K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
870+ 11.23% |
$54.4K - $74.6K
|
8.62K
$785K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
845+ 13.35% |
$52.9K - $72.4K
|
7.17K
$653K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
837New |
$52.4K - $71.7K
|
837
$76.2K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
831+ 12.33% |
$52K - $71.2K
|
7.57K
$690K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
812+ 9.16% |
$50.8K - $69.6K
|
9.67K
$881K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
802+ 10.95% |
$50.2K - $68.7K
|
8.12K
$740K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
775+ 1.68% |
$48.5K - $66.4K
|
46.8K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
774New |
$48.4K - $66.3K
|
774
$70.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
771+ 13.28% |
$48.2K - $66.1K
|
6.58K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
765New |
$47.9K - $65.6K
|
765
$69.7K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
762+ 18.4% |
$47.7K - $65.3K
|
4.9K
$447K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
743+ 17.48% |
$46.5K - $63.7K
|
4.99K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
741New |
$46.4K - $63.5K
|
741
$67.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
736+ 5.42% |
$46.1K - $63.1K
|
14.3K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
726+ 8.77% |
$45.4K - $62.2K
|
9.01K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
707+ 8.46% |
$44.2K - $60.6K
|
9.07K
$826K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
702New |
$43.9K - $60.2K
|
702
$63.9K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
702New |
$43.9K - $60.2K
|
702
$63.9K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
675+ 12.57% |
$42.2K - $57.9K
|
6.04K
$550K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
659+ 8.26% |
$41.2K - $56.5K
|
8.64K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
648+ 19.64% |
$40.5K - $55.5K
|
3.95K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
640+ 11.18% |
$40K - $54.9K
|
6.36K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
628+ 21.13% |
$39.3K - $53.8K
|
3.6K
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
617+ 16.06% |
$38.6K - $52.9K
|
4.46K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
576New |
$36K - $49.4K
|
576
$52.5K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
575New |
$36K - $49.3K
|
575
$52.4K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
570+ 18.57% |
$35.7K - $48.9K
|
3.64K
$331K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
563+ 35.01% |
$35.2K - $48.3K
|
2.17K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
551+ 1124.49% |
$34.5K - $47.2K
|
600
$54.6K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
551+ 30.24% |
$34.5K - $47.2K
|
2.37K
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 11.44% |
$31.3K - $42.9K
|
4.87K
$444K
|