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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
482+ 5.94% |
$30.2K - $41.3K
|
8.6K
$783K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
482+ 9.41% |
$30.2K - $41.3K
|
5.61K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
470New |
$29.4K - $40.3K
|
470
$42.8K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
459+ 5.98% |
$28.7K - $39.3K
|
8.13K
$741K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
451New |
$28.2K - $38.7K
|
451
$41.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
444+ 19.45% |
$27.8K - $38.1K
|
2.73K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
439+ 12.93% |
$27.5K - $37.6K
|
3.83K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
436+ 4.16% |
$27.3K - $37.4K
|
10.9K
$995K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
427+ 2.43% |
$26.7K - $36.6K
|
18K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
422+ 14.4% |
$26.4K - $36.2K
|
3.35K
$305K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
415+ 244.12% |
$26K - $35.6K
|
585
$53.3K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
399+ 3.7% |
$25K - $34.2K
|
11.2K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
392+ 14.3% |
$24.5K - $33.6K
|
3.13K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$24.1K - $33K
|
385
$35.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
379+ 4.25% |
$23.7K - $32.5K
|
9.29K
$846K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
375+ 10.53% |
$23.5K - $32.1K
|
3.94K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
367+ 13.33% |
$23K - $31.5K
|
3.12K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
356+ 20.47% |
$22.3K - $30.5K
|
2.1K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
352+ 8.77% |
$22K - $30.2K
|
4.37K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
340+ 2.13% |
$21.3K - $29.1K
|
16.3K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
329New |
$20.6K - $28.2K
|
329
$30K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
319+ 111.54% |
$20K - $27.3K
|
605
$55.1K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
311+ 1.11% |
$19.5K - $26.7K
|
28.3K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
309New |
$19.3K - $26.5K
|
309
$28.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
309+ 9.76% |
$19.3K - $26.5K
|
3.47K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
309+ 1.61% |
$19.3K - $26.5K
|
19.5K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
305+ 0.65% |
$19.1K - $26.1K
|
47.3K
$4.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
300New |
$18.8K - $25.7K
|
300
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
298+ 31.27% |
$18.6K - $25.5K
|
1.25K
$114K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
285New |
$17.8K - $24.4K
|
285
$26K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
283+ 64.32% |
$17.7K - $24.3K
|
723
$65.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
266+ 6.92% |
$16.6K - $22.8K
|
4.11K
$374K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
264+ 22.62% |
$16.5K - $22.6K
|
1.43K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
261+ 5.55% |
$16.3K - $22.4K
|
4.96K
$452K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
259+ 0.64% |
$16.2K - $22.2K
|
40.7K
$3.71M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
253+ 7.44% |
$15.8K - $21.7K
|
3.65K
$333K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
249+ 1.42% |
$15.6K - $21.3K
|
17.8K
$1.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
246+ 6.88% |
$15.4K - $21.1K
|
3.82K
$348K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
239+ 1.45% |
$15K - $20.5K
|
16.8K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
237New |
$14.8K - $20.3K
|
237
$21.6K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
232+ 13.73% |
$14.5K - $19.9K
|
1.92K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
232+ 0.34% |
$14.5K - $19.9K
|
67.5K
$6.15M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
230+ 1.31% |
$14.4K - $19.7K
|
17.8K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204New |
$12.8K - $17.5K
|
204
$18.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
191+ 61.41% |
$12K - $16.4K
|
502
$45.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
185New |
$11.6K - $15.9K
|
185
$16.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
170New |
$10.6K - $14.6K
|
170
$15.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
164+ 7.15% |
$10.3K - $14.1K
|
2.46K
$224K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
164+ 16.99% |
$10.3K - $14.1K
|
1.13K
$103K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
164+ 1.58% |
$10.3K - $14.1K
|
10.6K
$962K
|