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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22KNew |
$67.5K - $83.7K
|
1.22K
$111K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.22KNew |
$67.5K - $83.6K
|
1.22K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.2K+ 10.8% |
$66.6K - $82.6K
|
12.3K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.2KNew |
$66.5K - $82.5K
|
1.2K
$109K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.16K+ 28.05% |
$64.1K - $79.5K
|
5.27K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.15K+ 7.26% |
$64K - $79.4K
|
17K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 27.5% |
$58.8K - $72.8K
|
4.91K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.04K+ 11.82% |
$57.5K - $71.2K
|
9.8K
$892K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.02K+ 64.15% |
$56.7K - $70.2K
|
2.61K
$238K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 11.41% |
$55.9K - $69.3K
|
9.83K
$895K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1KNew |
$55.8K - $69.1K
|
1K
$91.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
1K+ 5.0% |
$55.5K - $68.8K
|
21K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
980+ 2.18% |
$54.4K - $67.5K
|
45.9K
$4.18M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
958+ 2.0% |
$53.2K - $65.9K
|
48.8K
$4.45M
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
910+ 7.82% |
$50.5K - $62.6K
|
12.6K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
887+ 44.35% |
$49.3K - $61.1K
|
2.89K
$263K
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
BUY
|
- |
852+ 4.39% |
$47.3K - $58.7K
|
20.3K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
850+ 18.76% |
$47.2K - $58.5K
|
5.38K
$490K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
795+ 15.72% |
$44.2K - $54.7K
|
5.85K
$533K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
769+ 1.45% |
$42.7K - $52.9K
|
53.9K
$4.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
738+ 9.14% |
$41K - $50.8K
|
8.81K
$802K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
737+ 4.14% |
$40.9K - $50.7K
|
18.5K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
725+ 13.25% |
$40.3K - $49.9K
|
6.2K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
718+ 327.85% |
$39.9K - $49.4K
|
937
$85.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
700+ 2.13% |
$38.9K - $48.2K
|
33.5K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
689+ 5.51% |
$38.3K - $47.4K
|
13.2K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
672+ 14.13% |
$37.3K - $46.3K
|
5.43K
$494K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
670+ 262.75% |
$37.2K - $46.1K
|
925
$84.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
632+ 2.47% |
$35.1K - $43.5K
|
26.2K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
617+ 10.43% |
$34.3K - $42.5K
|
6.54K
$595K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
605+ 3.69% |
$33.6K - $41.6K
|
17K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
600New |
$33.3K - $41.3K
|
600
$54.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
592+ 2.3% |
$32.9K - $40.8K
|
26.3K
$2.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
577+ 4.66% |
$32K - $39.7K
|
13K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
577+ 4.67% |
$32K - $39.7K
|
12.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
573+ 8.79% |
$31.8K - $39.4K
|
7.09K
$646K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
550+ 1571.43% |
$30.5K - $37.9K
|
585
$53.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
548+ 2.66% |
$30.4K - $37.7K
|
21.2K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
531+ 15.36% |
$29.5K - $36.6K
|
3.99K
$363K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
530+ 7.09% |
$29.4K - $36.5K
|
8.01K
$729K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
528+ 5.22% |
$29.3K - $36.3K
|
10.6K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
511New |
$28.4K - $35.2K
|
511
$46.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
507+ 14.33% |
$28.2K - $34.9K
|
4.04K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
505+ 14.54% |
$28K - $34.8K
|
3.98K
$362K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
497+ 6.27% |
$27.6K - $34.2K
|
8.43K
$767K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
466+ 13.51% |
$25.9K - $32.1K
|
3.92K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
461+ 5.18% |
$25.6K - $31.7K
|
9.37K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
459+ 0.84% |
$25.5K - $31.6K
|
55K
$5.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
450+ 2.75% |
$25K - $31K
|
16.8K
$1.53M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
448+ 13.25% |
$24.9K - $30.8K
|
3.83K
$349K
|