Purchases and Sales Made in Q3 2022 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-154- 6.89% |
$8.34K - $13.8K
|
2.08K
$119K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-157- 1.08% |
$8.5K - $14.1K
|
14.3K
$820K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-158- 2.22% |
$8.55K - $14.2K
|
6.96K
$398K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-159Closed |
$8.61K - $14.3K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-161- 15.85% |
$8.72K - $14.4K
|
855
$48.9K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-163- 1.16% |
$8.82K - $14.6K
|
13.9K
$797K
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-165- 0.2% |
$8.93K - $14.8K
|
83.6K
$4.78M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-167- 4.5% |
$9.04K - $15K
|
3.54K
$203K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-169- 3.66% |
$9.15K - $15.2K
|
4.45K
$255K
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-172- 0.72% |
$9.31K - $15.4K
|
23.6K
$1.35M
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-176- 1.18% |
$9.53K - $15.8K
|
14.7K
$841K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-185- 18.97% |
$10K - $16.6K
|
790
$45.2K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-191- 31.78% |
$10.3K - $17.1K
|
410
$23.5K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-193- 0.9% |
$10.4K - $17.3K
|
21.3K
$1.22M
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.01% |
$10.8K - $17.9K
|
2.25M
$129M
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 57.14% |
$10.8K - $17.9K
|
150
$8.58K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-201- 61.09% |
$10.9K - $18K
|
128
$7.32K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-206- 32.91% |
$11.2K - $18.5K
|
420
$24K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-213- 1.64% |
$11.5K - $19.1K
|
12.7K
$729K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-219- 11.49% |
$11.9K - $19.6K
|
1.69K
$96.5K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-225- 49.13% |
$12.2K - $20.2K
|
233
$13.3K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-226- 2.21% |
$12.2K - $20.3K
|
9.98K
$571K
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-227- 2.82% |
$12.3K - $20.4K
|
7.81K
$447K
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-238- 2.14% |
$12.9K - $21.3K
|
10.9K
$622K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-246- 5.29% |
$13.3K - $22.1K
|
4.41K
$252K
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-248- 3.32% |
$13.4K - $22.2K
|
7.22K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 6.24% |
$13.5K - $22.4K
|
3.75K
$215K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-261- 1.56% |
$14.1K - $23.4K
|
16.5K
$945K
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-267- 5.66% |
$14.5K - $23.9K
|
4.45K
$255K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-269- 5.55% |
$14.6K - $24.1K
|
4.57K
$262K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-275- 3.26% |
$14.9K - $24.7K
|
8.17K
$467K
|
|
Nov 14, 2022
Q3 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-281- 1.66% |
$15.2K - $25.2K
|
16.7K
$954K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-286- 84.37% |
$15.5K - $25.7K
|
53
$3.03K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-291- 88.99% |
$15.8K - $26.1K
|
36
$2.06K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-298- 4.47% |
$16.1K - $26.7K
|
6.37K
$364K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-300- 1.55% |
$16.2K - $26.9K
|
19K
$1.09M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 54.55% |
$16.2K - $26.9K
|
250
$14.3K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-304- 4.3% |
$16.5K - $27.3K
|
6.76K
$387K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-315- 20.38% |
$17.1K - $28.3K
|
1.23K
$70.4K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-320Closed |
$17.3K - $28.7K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-332- 7.39% |
$18K - $29.8K
|
4.16K
$238K
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-333- 8.1% |
$18K - $29.9K
|
3.78K
$216K
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-353- 3.18% |
$19.1K - $31.7K
|
10.7K
$615K
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-370- 4.91% |
$20K - $33.2K
|
7.16K
$410K
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-385- 56.37% |
$20.8K - $34.5K
|
298
$17.1K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-396- 42.44% |
$21.4K - $35.5K
|
537
$30.7K
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-399- 7.44% |
$21.6K - $35.8K
|
4.96K
$284K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-426- 11.84% |
$23.1K - $38.2K
|
3.17K
$182K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-428- 70.05% |
$23.2K - $38.4K
|
183
$10.5K
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-435- 3.98% |
$23.6K - $39K
|
10.5K
$600K
|