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 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3New |
$167 - $207
|
3
$273
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 4.35% |
$167 - $207
|
72
$6.56K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2+ 0.6% |
$111 - $138
|
335
$30.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.64% |
$55.5 - $68.8
|
158
$14.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$55.5 - $68.8
|
50
$4.55K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.49% |
$55.5 - $68.8
|
204
$18.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3- 0.06% |
$167 - $207
|
5.21K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4- 14.29% |
$222 - $275
|
24
$2.19K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 45.45% |
$278 - $344
|
6
$546
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 5.88% |
$278 - $344
|
80
$7.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 0.7% |
$333 - $413
|
849
$77.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 21.88% |
$389 - $482
|
25
$2.28K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-9- 4.69% |
$500 - $620
|
183
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 6.9% |
$555 - $688
|
135
$12.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 4.76% |
$611 - $757
|
220
$20K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-14- 1.36% |
$778 - $964
|
1.01K
$92.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 1.25% |
$778 - $964
|
1.11K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-15- 0.48% |
$833 - $1.03K
|
3.14K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15- 0.16% |
$833 - $1.03K
|
9.51K
$866K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-20- 1.13% |
$1.11K - $1.38K
|
1.75K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-21- 8.68% |
$1.17K - $1.45K
|
221
$20.1K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-22- 18.33% |
$1.22K - $1.51K
|
98
$8.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-23- 0.16% |
$1.28K - $1.58K
|
14.6K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 0.06% |
$1.39K - $1.72K
|
39.9K
$3.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31- 0.38% |
$1.72K - $2.13K
|
8.21K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-33- 0.34% |
$1.83K - $2.27K
|
9.56K
$871K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 15.63% |
$1.94K - $2.41K
|
189
$17.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-35- 3.76% |
$1.94K - $2.41K
|
895
$81.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-35- 61.4% |
$1.94K - $2.41K
|
22
$2K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-35- 89.74% |
$1.94K - $2.41K
|
4
$364
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-39- 1.17% |
$2.17K - $2.68K
|
3.3K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-39- 1.17% |
$2.17K - $2.68K
|
3.3K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-40- 17.17% |
$2.22K - $2.75K
|
193
$17.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-40- 2.32% |
$2.22K - $2.75K
|
1.68K
$153K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-46- 0.88% |
$2.55K - $3.17K
|
5.18K
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 28.83% |
$2.61K - $3.24K
|
116
$10.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-50- 0.08% |
$2.78K - $3.44K
|
64.7K
$5.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$2.78K - $3.44K
|
50
$4.55K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-51- 5.36% |
$2.83K - $3.51K
|
900
$82K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 76.47% |
$2.89K - $3.58K
|
16
$1.46K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-55- 53.92% |
$3.05K - $3.79K
|
47
$4.28K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-58- 6.49% |
$3.22K - $3.99K
|
835
$76.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-59- 3.3% |
$3.28K - $4.06K
|
1.73K
$158K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-59- 15.61% |
$3.28K - $4.06K
|
319
$29.1K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-63- 0.29% |
$3.5K - $4.34K
|
21.6K
$1.97M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-66- 12.31% |
$3.67K - $4.54K
|
470
$42.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-74- 4.52% |
$4.11K - $5.09K
|
1.56K
$142K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75- 19.43% |
$4.17K - $5.16K
|
311
$28.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-75- 4.69% |
$4.17K - $5.16K
|
1.53K
$139K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-75- 6.36% |
$4.17K - $5.16K
|
1.1K
$101K
|