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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
349+ 0.57% |
$18.9K - $31.3K
|
61.6K
$5.61M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
327+ 6.28% |
$17.7K - $29.3K
|
5.54K
$504K
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
325+ 0.5% |
$17.6K - $29.2K
|
65.3K
$5.95M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
319+ 7.73% |
$17.3K - $28.6K
|
4.45K
$405K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
316+ 2.55% |
$17.1K - $28.3K
|
12.7K
$1.16M
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
311+ 4.88% |
$16.8K - $27.9K
|
6.69K
$609K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
305+ 4.16% |
$16.5K - $27.4K
|
7.63K
$695K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
300+ 45.45% |
$16.2K - $26.9K
|
960
$87.4K
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
297+ 7.51% |
$16.1K - $26.6K
|
4.25K
$387K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
297+ 9.58% |
$16.1K - $26.6K
|
3.4K
$309K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
296+ 44.92% |
$16K - $26.6K
|
955
$87K
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
289+ 0.73% |
$15.6K - $25.9K
|
39.9K
$3.64M
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
287+ 6.26% |
$15.5K - $25.7K
|
4.87K
$444K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
285New |
$15.4K - $25.6K
|
285
$26K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
278+ 5.76% |
$15.1K - $24.9K
|
5.1K
$465K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
265+ 2.09% |
$14.3K - $23.8K
|
12.9K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
265New |
$14.3K - $23.8K
|
265
$24.1K
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
262+ 5.39% |
$14.2K - $23.5K
|
5.12K
$466K
|
|
Nov 10, 2022
Q3 2022
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
259+ 0.61% |
$14K - $23.2K
|
43K
$3.92M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
251+ 3.93% |
$13.6K - $22.5K
|
6.65K
$605K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
251+ 122.44% |
$13.6K - $22.5K
|
456
$41.5K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
233New |
$12.6K - $20.9K
|
233
$21.2K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
225+ 95.74% |
$12.2K - $20.2K
|
460
$41.9K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
224+ 2.97% |
$12.1K - $20.1K
|
7.77K
$708K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
220New |
$11.9K - $19.7K
|
220
$20K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
210New |
$11.4K - $18.8K
|
210
$19.1K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
190+ 111.76% |
$10.3K - $17K
|
360
$32.8K
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
188+ 2.05% |
$10.2K - $16.9K
|
9.38K
$854K
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
187New |
$10.1K - $16.8K
|
187
$17K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
186+ 2.39% |
$10.1K - $16.7K
|
7.97K
$726K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
185+ 1.61% |
$10K - $16.6K
|
11.6K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
180+ 2.03% |
$9.75K - $16.1K
|
9.04K
$823K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
174+ 1.03% |
$9.42K - $15.6K
|
17K
$1.55M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
166+ 6.23% |
$8.99K - $14.9K
|
2.83K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
158+ 1.31% |
$8.55K - $14.2K
|
12.2K
$1.11M
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
156+ 3.97% |
$8.45K - $14K
|
4.09K
$372K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
154+ 4.15% |
$8.34K - $13.8K
|
3.87K
$352K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
144+ 22.33% |
$7.8K - $12.9K
|
789
$71.9K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
141+ 71.57% |
$7.63K - $12.6K
|
338
$30.8K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
139+ 38.19% |
$7.53K - $12.5K
|
503
$45.8K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
128+ 4.4% |
$6.93K - $11.5K
|
3.04K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
107+ 0.6% |
$5.79K - $9.6K
|
18K
$1.64M
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100+ 555.56% |
$5.41K - $8.97K
|
118
$10.7K
|
|
Nov 14, 2022
Q3 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
100+ 10000.0% |
$5.41K - $8.97K
|
101
$9.2K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
99+ 1.17% |
$5.36K - $8.88K
|
8.54K
$778K
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
95+ 0.55% |
$5.14K - $8.52K
|
17.3K
$1.57M
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
93New |
$5.04K - $8.34K
|
93
$8.47K
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
93+ 1.62% |
$5.04K - $8.34K
|
5.85K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
91+ 1.02% |
$4.93K - $8.16K
|
9.02K
$821K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
89+ 197.78% |
$4.82K - $7.98K
|
134
$12.2K
|