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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
89+ 49.72% |
$4.82K - $7.98K
|
268
$24.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.55K - $7.53K
|
84
$7.65K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
82+ 2.75% |
$4.44K - $7.36K
|
3.06K
$279K
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
82+ 5.43% |
$4.44K - $7.36K
|
1.59K
$145K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
82+ 0.22% |
$4.44K - $7.36K
|
37.1K
$3.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
81+ 47.93% |
$4.39K - $7.27K
|
250
$22.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
80+ 7.35% |
$4.33K - $7.18K
|
1.17K
$106K
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
71+ 0.66% |
$3.84K - $6.37K
|
10.8K
$983K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
70+ 18.67% |
$3.79K - $6.28K
|
445
$40.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
66+ 15.03% |
$3.57K - $5.92K
|
505
$46K
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
66+ 0.31% |
$3.57K - $5.92K
|
21.3K
$1.94M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
65+ 3.61% |
$3.52K - $5.83K
|
1.87K
$170K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
58+ 0.98% |
$3.14K - $5.2K
|
5.96K
$543K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
48+ 0.21% |
$2.6K - $4.31K
|
22.7K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
48+ 0.44% |
$2.6K - $4.31K
|
10.9K
$994K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 6.12% |
$2.6K - $4.31K
|
832
$75.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
43+ 0.45% |
$2.33K - $3.86K
|
9.66K
$880K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
41+ 1025.0% |
$2.22K - $3.68K
|
45
$4.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 0.81% |
$2.17K - $3.59K
|
5.01K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
39+ 0.68% |
$2.11K - $3.5K
|
5.76K
$524K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
35New |
$1.89K - $3.14K
|
35
$3.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
34+ 16.43% |
$1.84K - $3.05K
|
241
$22K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
34+ 0.84% |
$1.84K - $3.05K
|
4.08K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
33New |
$1.79K - $2.96K
|
33
$3.01K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
32+ 0.04% |
$1.73K - $2.87K
|
74.4K
$6.77M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
32+ 0.21% |
$1.73K - $2.87K
|
15.2K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
32+ 2.75% |
$1.73K - $2.87K
|
1.2K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
31New |
$1.68K - $2.78K
|
31
$2.82K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30New |
$1.62K - $2.69K
|
30
$2.73K
|
|
|
Nov 07, 2022
Q3 2022
|
Homestead Advisers Corp
|
BUY
|
- |
28+ 2.68% |
$1.52K - $2.51K
|
1.07K
$97.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28+ 1.05% |
$1.52K - $2.51K
|
2.69K
$245K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 15.15% |
$1.35K - $2.24K
|
190
$17.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.13% |
$1.35K - $2.24K
|
19.3K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
25+ 3.7% |
$1.35K - $2.24K
|
700
$63.8K
|
|
|
Nov 21, 2022
Q3 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
23+ 0.51% |
$1.25K - $2.06K
|
4.51K
$411K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 0.11% |
$1.19K - $1.97K
|
20.1K
$1.83M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 6.94% |
$1.08K - $1.79K
|
308
$28.1K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
20+ 9.39% |
$1.08K - $1.79K
|
233
$21.2K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
18New |
$975 - $1.61K
|
18
$1.64K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 6.77% |
$920 - $1.52K
|
268
$24.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
16+ 1.27% |
$866 - $1.44K
|
1.28K
$117K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15+ 21.43% |
$812 - $1.35K
|
85
$7.74K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
15+ 10.0% |
$812 - $1.35K
|
165
$15K
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
BUY
|
- |
13New |
$704 - $1.17K
|
13
$1.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
13+ 0.26% |
$704 - $1.17K
|
5.09K
$464K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
12+ 1.18% |
$650 - $1.08K
|
1.03K
$93.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
12+ 6.9% |
$650 - $1.08K
|
186
$16.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.29% |
$596 - $987
|
3.84K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 2.15% |
$541 - $897
|
476
$43.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 3.05% |
$541 - $897
|
338
$30.8K
|