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 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.69% |
$541 - $897
|
1.46K
$133K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10New |
$541 - $897
|
10
$911
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9+ 0.04% |
$487 - $807
|
21.2K
$1.93M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 0.09% |
$379 - $628
|
7.62K
$694K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.17% |
$379 - $628
|
4.16K
$378K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6+ 25.0% |
$325 - $538
|
30
$2.73K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 4.76% |
$325 - $538
|
132
$12K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.09% |
$271 - $449
|
5.41K
$493K
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
5+ 5.0% |
$271 - $449
|
105
$9.56K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 3.23% |
$162 - $269
|
96
$8.74K
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 1.35% |
$162 - $269
|
225
$20.5K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 20.0% |
$108 - $179
|
12
$1.09K
|
|
Nov 02, 2022
Q3 2022
|
Arena Investors LP
New York, NY |
BUY
|
- |
2New |
$108 - $179
|
2
$182
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$54.1 - $89.7
|
1
$91.1
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$54.1 - $89.7
|
1.77K
$161K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1New |
$54.1 - $89.7
|
1
$91.1
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 0.08% |
$54.1 - $89.7
|
1.22K
$111K
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$54.1 - $89.7
|
10.1K
$921K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1- 0.68% |
$54.1 - $89.7
|
147
$13.4K
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.47% |
$54.1 - $89.7
|
211
$19.2K
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-2- 33.33% |
$108 - $179
|
4
$364
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 1.51% |
$162 - $269
|
196
$17.9K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 2.38% |
$162 - $269
|
123
$11.2K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 1.22% |
$217 - $359
|
325
$29.6K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 16.67% |
$271 - $449
|
25
$2.28K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 1.37% |
$271 - $449
|
360
$32.8K
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 5.88% |
$271 - $449
|
80
$7.29K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 7.25% |
$271 - $449
|
64
$5.83K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6- 1.99% |
$325 - $538
|
295
$26.9K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6- 1.99% |
$325 - $538
|
295
$26.9K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-6- 20.69% |
$325 - $538
|
23
$2.09K
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 53.33% |
$433 - $718
|
7
$638
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-9- 18.37% |
$487 - $807
|
40
$3.64K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 15.38% |
$541 - $897
|
55
$5.01K
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-10- 0.12% |
$541 - $897
|
8.27K
$753K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 32.43% |
$650 - $1.08K
|
25
$2.28K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13- 10.0% |
$704 - $1.17K
|
117
$10.7K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13- 0.11% |
$704 - $1.17K
|
11.8K
$1.07M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 2.84% |
$812 - $1.35K
|
513
$46.7K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15- 0.24% |
$812 - $1.35K
|
6.36K
$579K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-15- 0.82% |
$812 - $1.35K
|
1.82K
$166K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 8.33% |
$866 - $1.44K
|
176
$16K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 8.37% |
$975 - $1.61K
|
197
$17.9K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-19- 27.54% |
$1.03K - $1.7K
|
50
$4.55K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.44% |
$1.08K - $1.79K
|
4.5K
$410K
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 33.33% |
$1.08K - $1.79K
|
40
$3.64K
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.35% |
$1.35K - $2.24K
|
7.06K
$643K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25- 4.01% |
$1.35K - $2.24K
|
598
$54.5K
|
|
Nov 07, 2022
Q3 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
SELL
|
- |
-25Closed |
$1.35K - $2.24K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-25- 0.15% |
$1.35K - $2.24K
|
16.9K
$1.54M
|