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 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.89K- 37.0% |
$105K - $130K
|
3.22K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.95K- 20.72% |
$108K - $134K
|
7.44K
$678K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2K- 39.98% |
$111K - $137K
|
3K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.04K- 20.11% |
$113K - $141K
|
8.11K
$739K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.06K- 0.14% |
$114K - $142K
|
1.45M
$132M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.06K- 14.14% |
$114K - $142K
|
12.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.09K- 21.8% |
$116K - $144K
|
7.48K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.09K- 11.57% |
$116K - $144K
|
16K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.1K- 1.0% |
$116K - $144K
|
208K
$18.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 35.47% |
$118K - $146K
|
3.87K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.24K- 41.62% |
$124K - $154K
|
3.14K
$286K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.24K- 1.09% |
$124K - $154K
|
204K
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.3K- 3.54% |
$128K - $159K
|
62.7K
$5.71M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.37KClosed |
$131K - $163K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.41K- 40.15% |
$134K - $166K
|
3.6K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.54K- 0.74% |
$141K - $175K
|
343K
$31.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.6K- 38.88% |
$144K - $179K
|
4.08K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.6K- 2.72% |
$144K - $179K
|
93K
$8.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.64K- 21.4% |
$147K - $182K
|
9.69K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.66K- 20.14% |
$148K - $183K
|
10.6K
$962K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-2.75K- 29.87% |
$153K - $189K
|
6.45K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 26.39% |
$153K - $189K
|
7.67K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.76K- 45.29% |
$153K - $190K
|
3.33K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.8K- 16.6% |
$156K - $193K
|
14.1K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Tekne Capital Management, LLC
New York, NY |
SELL
|
- |
-2.82K- 0.6% |
$156K - $194K
|
469K
$42.8M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.82K- 25.88% |
$157K - $194K
|
8.07K
$735K
|
|
|
Aug 02, 2023
Q2 2023
|
Glynn Capital Management LLC
|
SELL
|
- |
-2.85K- 1.35% |
$158K - $196K
|
208K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.85K- 9.32% |
$158K - $196K
|
27.8K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 13.15% |
$165K - $205K
|
19.7K
$1.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.98K- 23.99% |
$166K - $205K
|
9.44K
$860K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.98K- 29.73% |
$166K - $205K
|
7.05K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-3.06K- 19.99% |
$170K - $211K
|
12.2K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.08K- 10.05% |
$171K - $212K
|
27.5K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.15K- 28.64% |
$175K - $217K
|
7.85K
$715K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.25K- 35.07% |
$181K - $224K
|
6.02K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.3K- 12.89% |
$183K - $227K
|
22.3K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.39K- 42.72% |
$188K - $233K
|
4.54K
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.49K- 17.98% |
$194K - $240K
|
15.9K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.55K- 49.57% |
$197K - $244K
|
3.61K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.66K- 44.37% |
$203K - $252K
|
4.59K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.76K- 69.68% |
$209K - $258K
|
1.63K
$149K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.78K- 19.23% |
$210K - $260K
|
15.9K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.81K- 33.74% |
$212K - $262K
|
7.49K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.83K- 47.28% |
$213K - $264K
|
4.27K
$389K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.91K- 26.36% |
$217K - $269K
|
10.9K
$995K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.96K- 20.01% |
$220K - $272K
|
15.8K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.08K- 84.55% |
$227K - $281K
|
746
$67.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.14K- 0.93% |
$230K - $285K
|
442K
$40.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.2K- 51.0% |
$233K - $289K
|
4.03K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.22K- 69.89% |
$234K - $290K
|
1.82K
$166K
|