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 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-665- 8.42% |
$36.9K - $45.8K
|
7.23K
$658K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-670- 12.4% |
$37.2K - $46.1K
|
4.73K
$431K
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-685- 3.83% |
$38K - $47.2K
|
17.2K
$1.56M
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-715- 5.52% |
$39.7K - $49.2K
|
12.2K
$1.11M
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-751- 16.98% |
$41.7K - $51.7K
|
3.67K
$335K
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-764- 1.81% |
$42.4K - $52.6K
|
41.4K
$3.77M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-787- 4.88% |
$43.7K - $54.2K
|
15.3K
$1.4M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-863- 1.79% |
$47.9K - $59.4K
|
47.4K
$4.32M
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-900- 17.51% |
$50K - $62K
|
4.24K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-910- 4.26% |
$50.5K - $62.6K
|
20.4K
$1.86M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-914- 0.89% |
$50.8K - $62.9K
|
102K
$9.28M
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-925- 44.28% |
$51.4K - $63.7K
|
1.16K
$106K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-947- 7.59% |
$52.6K - $65.2K
|
11.5K
$1.05M
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-980- 0.28% |
$54.4K - $67.5K
|
353K
$32.2M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-986- 3.08% |
$54.8K - $67.9K
|
31K
$2.82M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-986- 24.14% |
$54.8K - $67.9K
|
3.1K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-993- 3.95% |
$55.2K - $68.4K
|
24.1K
$2.2M
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-995- 29.33% |
$55.3K - $68.5K
|
2.4K
$218K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.02K- 21.28% |
$56.5K - $70.1K
|
3.77K
$343K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 45.59% |
$56.9K - $70.5K
|
1.22K
$111K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 21.38% |
$58.3K - $72.3K
|
3.86K
$352K
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.08K- 43.37% |
$60.1K - $74.5K
|
1.41K
$129K
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 2.16% |
$61.2K - $75.9K
|
49.9K
$4.55M
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.12KClosed |
$61.9K - $76.8K
|
0
$0
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.14K- 69.47% |
$63.3K - $78.5K
|
501
$45.6K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15K- 34.08% |
$64K - $79.4K
|
2.23K
$203K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.15K- 1.73% |
$64.1K - $79.4K
|
65.4K
$5.95M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 2.42% |
$64.6K - $80.1K
|
46.9K
$4.27M
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.18K- 20.41% |
$65.3K - $80.9K
|
4.58K
$417K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.19K- 22.13% |
$66.1K - $81.9K
|
4.19K
$381K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.24K- 9.29% |
$69K - $85.6K
|
12.1K
$1.11M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.26K- 21.14% |
$70.2K - $87K
|
4.71K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 26.44% |
$70.4K - $87.3K
|
3.53K
$321K
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.28K- 6.03% |
$71.1K - $88.2K
|
20K
$1.82M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.3K- 0.51% |
$72K - $89.2K
|
253K
$23M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.36K- 74.75% |
$75.5K - $93.6K
|
459
$41.8K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 29.52% |
$76.3K - $94.6K
|
3.28K
$299K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.38K- 5.93% |
$76.6K - $94.9K
|
21.9K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 23.39% |
$79.1K - $98K
|
4.67K
$425K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.43K- 87.69% |
$79.1K - $98.1K
|
200
$18.2K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 0.77% |
$79.9K - $99K
|
186K
$16.9M
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.51K- 2.56% |
$83.6K - $104K
|
57.2K
$5.21M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64K- 0.61% |
$91K - $113K
|
266K
$24.2M
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.65K- 2.05% |
$91.6K - $114K
|
78.8K
$7.18M
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-1.66K- 1.71% |
$92.4K - $115K
|
95.8K
$8.73M
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-1.66K- 1.71% |
$92.4K - $115K
|
95.8K
$8.73M
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-1.76K- 21.86% |
$97.6K - $121K
|
6.28K
$572K
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.78K- 22.81% |
$98.8K - $122K
|
6.02K
$548K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.8K- 4.3% |
$100K - $124K
|
40.1K
$3.65M
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.84K- 19.57% |
$102K - $127K
|
7.57K
$689K
|