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
|
Prudential PLC
London, England, X0 |
BUY
|
- |
102+ 0.13% |
$5.67K - $7.02K
|
76.6K
$6.98M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 50.0% |
$5.55K - $6.88K
|
300
$27.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100+ 12.42% |
$5.55K - $6.88K
|
905
$82.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
95New |
$5.28K - $6.54K
|
95
$8.65K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
89+ 197.78% |
$4.94K - $6.13K
|
134
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
80+ 0.53% |
$4.44K - $5.51K
|
15.1K
$1.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
75New |
$4.17K - $5.16K
|
75
$6.83K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 3.05% |
$3.89K - $4.82K
|
2.36K
$215K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70New |
$3.89K - $4.82K
|
70
$6.38K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
70+ 7.13% |
$3.89K - $4.82K
|
1.05K
$95.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
69+ 1.02% |
$3.83K - $4.75K
|
6.84K
$623K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67New |
$3.72K - $4.61K
|
67
$6.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
64+ 1.77% |
$3.55K - $4.41K
|
3.69K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60+ 17.09% |
$3.33K - $4.13K
|
411
$37.4K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
58+ 16.34% |
$3.22K - $3.99K
|
413
$37.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55+ 4.16% |
$3.05K - $3.79K
|
1.38K
$126K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
51+ 2.42% |
$2.83K - $3.51K
|
2.16K
$197K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$2.78K - $3.44K
|
50
$4.55K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
47+ 1.19% |
$2.61K - $3.24K
|
3.99K
$363K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 3.6% |
$2.44K - $3.03K
|
1.27K
$115K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
44+ 0.21% |
$2.44K - $3.03K
|
21.3K
$1.94M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 3.6% |
$2.44K - $3.03K
|
1.27K
$115K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
44+ 30.34% |
$2.44K - $3.03K
|
189
$17.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
44+ 0.42% |
$2.44K - $3.03K
|
10.6K
$963K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
42+ 0.07% |
$2.33K - $2.89K
|
57.6K
$5.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
40+ 9.9% |
$2.22K - $2.75K
|
444
$40.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.54% |
$2.22K - $2.75K
|
7.41K
$675K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
30+ 0.38% |
$1.67K - $2.07K
|
7.93K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
28New |
$1.56K - $1.93K
|
28
$2.55K
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
25+ 0.41% |
$1.39K - $1.72K
|
6.1K
$556K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$1.39K - $1.72K
|
25
$2.28K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
24New |
$1.33K - $1.65K
|
24
$2.19K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.09% |
$1.11K - $1.38K
|
22.6K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19New |
$1.06K - $1.31K
|
19
$1.73K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.43% |
$1.06K - $1.31K
|
4.42K
$403K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.51% |
$1K - $1.24K
|
3.56K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
18+ 0.42% |
$1K - $1.24K
|
4.3K
$391K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 46.43% |
$722 - $895
|
41
$3.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
13+ 0.23% |
$722 - $895
|
5.75K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
12+ 0.07% |
$666 - $826
|
18.4K
$1.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 4.27% |
$555 - $688
|
244
$22.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
10+ 5.65% |
$555 - $688
|
187
$17K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9+ 0.16% |
$500 - $620
|
5.51K
$502K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 1.49% |
$389 - $482
|
478
$43.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 28.57% |
$333 - $413
|
27
$2.46K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6+ 0.07% |
$333 - $413
|
8.9K
$810K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 20.83% |
$278 - $344
|
29
$2.64K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$222 - $275
|
4
$364
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 1.69% |
$222 - $275
|
240
$21.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.26% |
$167 - $207
|
1.17K
$107K
|