Purchases and Sales Made in Q2 2023 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q2 2023. 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 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-210- 71.43% |
$11.7K - $14.5K
|
84
$7.65K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-218- 2.34% |
$12.1K - $15K
|
9.12K
$830K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-221- 1.63% |
$12.3K - $15.2K
|
13.4K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-222- 2.13% |
$12.3K - $15.3K
|
10.2K
$928K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-231- 30.52% |
$12.8K - $15.9K
|
526
$47.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-232- 0.1% |
$12.9K - $16K
|
231K
$21.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-236- 6.79% |
$13.1K - $16.2K
|
3.24K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-241- 2.92% |
$13.4K - $16.6K
|
8K
$729K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-247- 55.26% |
$13.7K - $17K
|
200
$18.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-252- 0.45% |
$14K - $17.3K
|
55.6K
$5.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-259- 12.76% |
$14.4K - $17.8K
|
1.77K
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-262- 5.81% |
$14.6K - $18K
|
4.25K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-266- 6.61% |
$14.8K - $18.3K
|
3.76K
$342K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-283- 41.43% |
$15.7K - $19.5K
|
400
$36.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-285- 8.89% |
$15.8K - $19.6K
|
2.92K
$266K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-302- 0.9% |
$16.8K - $20.8K
|
33.4K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-303- 2.08% |
$16.8K - $20.9K
|
14.2K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-306- 3.18% |
$17K - $21.1K
|
9.32K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-337- 9.58% |
$18.7K - $23.2K
|
3.18K
$290K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-348- 6.41% |
$19.3K - $24K
|
5.08K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-363- 7.93% |
$20.2K - $25K
|
4.21K
$384K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-375- 2.46% |
$20.8K - $25.8K
|
14.8K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-400- 61.54% |
$22.2K - $27.5K
|
250
$22.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-406- 63.74% |
$22.5K - $27.9K
|
231
$21K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-420- 4.19% |
$23.3K - $28.9K
|
9.59K
$874K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-423- 13.64% |
$23.5K - $29.1K
|
2.68K
$244K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-426- 7.1% |
$23.7K - $29.3K
|
5.58K
$508K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-434- 6.47% |
$24.1K - $29.9K
|
6.27K
$571K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-437- 31.74% |
$24.3K - $30.1K
|
940
$85.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-440- 5.41% |
$24.4K - $30.3K
|
7.7K
$701K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-455- 7.6% |
$25.3K - $31.3K
|
5.53K
$504K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-468- 4.15% |
$26K - $32.2K
|
10.8K
$985K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-470- 34.06% |
$26.1K - $32.4K
|
910
$82.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-480- 10.1% |
$26.7K - $33K
|
4.27K
$389K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-482- 5.21% |
$26.8K - $33.2K
|
8.76K
$798K
|
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-500- 12.06% |
$27.8K - $34.4K
|
3.65K
$332K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-516- 5.89% |
$28.7K - $35.5K
|
8.25K
$751K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-522- 10.08% |
$29K - $35.9K
|
4.66K
$424K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-538- 33.17% |
$29.9K - $37K
|
1.08K
$98.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-538- 8.51% |
$29.9K - $37K
|
5.79K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-538- 8.51% |
$29.9K - $37K
|
5.79K
$527K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-554- 2.14% |
$30.8K - $38.1K
|
25.4K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-590- 15.24% |
$32.8K - $40.6K
|
3.28K
$299K
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-598- 1.08% |
$33.2K - $41.2K
|
54.6K
$4.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-611- 3.73% |
$33.9K - $42.1K
|
15.8K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Baillie Gifford & CO
|
SELL
|
- |
-627- 0.35% |
$34.8K - $43.2K
|
177K
$16.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-633- 5.73% |
$35.2K - $43.6K
|
10.4K
$949K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-646- 11.49% |
$35.9K - $44.5K
|
4.98K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-664- 1.48% |
$36.9K - $45.7K
|
44.3K
$4.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-665- 11.32% |
$36.9K - $45.8K
|
5.21K
$475K
|