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 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
440+ 14.07% |
$24.4K - $30.3K
|
3.57K
$325K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
434+ 885.71% |
$24.1K - $29.9K
|
483
$44K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
434+ 14.88% |
$24.1K - $29.9K
|
3.35K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
423New |
$23.5K - $29.1K
|
423
$38.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
415+ 4.64% |
$23K - $28.6K
|
9.36K
$853K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
396+ 10.98% |
$22K - $27.3K
|
4K
$365K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
394+ 6.21% |
$21.9K - $27.1K
|
6.74K
$614K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
392+ 8.71% |
$21.8K - $27K
|
4.89K
$446K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
387+ 2150.0% |
$21.5K - $26.6K
|
405
$36.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
381+ 12.73% |
$21.2K - $26.2K
|
3.38K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
376+ 5.98% |
$20.9K - $25.9K
|
6.67K
$607K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
371New |
$20.6K - $25.5K
|
371
$33.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
370+ 16.02% |
$20.5K - $25.5K
|
2.68K
$244K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
363+ 5.48% |
$20.2K - $25K
|
6.99K
$636K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
354New |
$19.7K - $24.4K
|
354
$32.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
333+ 9.76% |
$18.5K - $22.9K
|
3.74K
$341K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
293New |
$16.3K - $20.2K
|
293
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
285+ 0.89% |
$15.8K - $19.6K
|
32.4K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
283New |
$15.7K - $19.5K
|
283
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
278+ 0.44% |
$15.4K - $19.1K
|
63.4K
$5.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
267+ 3.86% |
$14.8K - $18.4K
|
7.19K
$655K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
261New |
$14.5K - $18K
|
261
$23.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
253+ 2.32% |
$14.1K - $17.4K
|
11.1K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
250New |
$13.9K - $17.2K
|
250
$22.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
248+ 12.03% |
$13.8K - $17.1K
|
2.31K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
BUY
|
- |
239+ 0.47% |
$13.3K - $16.5K
|
51.3K
$4.67M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
238+ 56.26% |
$13.2K - $16.4K
|
661
$60.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
233+ 1.92% |
$12.9K - $16K
|
12.4K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
215+ 1.11% |
$11.9K - $14.8K
|
19.6K
$1.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
210+ 3.55% |
$11.7K - $14.5K
|
6.12K
$557K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
205+ 15.51% |
$11.4K - $14.1K
|
1.53K
$139K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
194+ 1.53% |
$10.8K - $13.4K
|
12.9K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
179+ 1.36% |
$9.94K - $12.3K
|
13.3K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
171+ 6.82% |
$9.5K - $11.8K
|
2.68K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
165+ 1.41% |
$9.16K - $11.4K
|
11.9K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
153+ 32.83% |
$8.5K - $10.5K
|
619
$56.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
153+ 0.07% |
$8.5K - $10.5K
|
216K
$19.6M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
146+ 146.0% |
$8.11K - $10.1K
|
246
$22.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
137+ 8.86% |
$7.61K - $9.43K
|
1.68K
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 2.93% |
$7.61K - $9.43K
|
4.82K
$439K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
136New |
$7.55K - $9.36K
|
136
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
130+ 4.44% |
$7.22K - $8.95K
|
3.06K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
123+ 4.19% |
$6.83K - $8.47K
|
3.06K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118+ 1.69% |
$6.55K - $8.12K
|
7.09K
$646K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
118+ 15.9% |
$6.55K - $8.12K
|
860
$78.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
111New |
$6.16K - $7.64K
|
111
$10.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
105+ 4.51% |
$5.83K - $7.23K
|
2.43K
$222K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
105+ 21.88% |
$5.83K - $7.23K
|
585
$53.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
105+ 21.88% |
$5.83K - $7.23K
|
585
$53.3K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
102New |
$5.67K - $7.02K
|
102
$9.29K
|