Purchases and Sales Made in Q3 2023 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-203- 3.68% |
$8.96K - $16.3K
|
5.31K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-206- 13.97% |
$9.09K - $16.6K
|
1.27K
$72.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-217- 8.1% |
$9.58K - $17.5K
|
2.46K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-219- 38.22% |
$9.67K - $17.6K
|
354
$20.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-223- 2.91% |
$9.84K - $18K
|
7.44K
$426K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-250- 8.33% |
$11K - $20.1K
|
2.75K
$157K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-286- 4.67% |
$12.6K - $23K
|
5.83K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-300- 4.78% |
$13.2K - $24.2K
|
5.98K
$342K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-304- 97.75% |
$13.4K - $24.5K
|
7
$401
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-306- 3.36% |
$13.5K - $24.6K
|
8.81K
$504K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-309- 0.54% |
$13.6K - $24.9K
|
57.3K
$3.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-314- 65.01% |
$13.9K - $25.3K
|
169
$9.67K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-325- 13.12% |
$14.3K - $26.2K
|
2.15K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-329- 10.97% |
$14.5K - $26.5K
|
2.67K
$153K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-330- 4.02% |
$14.6K - $26.6K
|
7.88K
$451K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-334- 9.29% |
$14.7K - $26.9K
|
3.26K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-371- 0.23% |
$16.4K - $29.9K
|
159K
$9.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-377- 4.03% |
$16.6K - $30.4K
|
8.97K
$513K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-400- 0.37% |
$17.7K - $32.2K
|
108K
$6.17M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-407- 6.0% |
$18K - $32.8K
|
6.38K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-418- 5.27% |
$18.5K - $33.7K
|
7.52K
$430K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-422- 23.31% |
$18.6K - $34K
|
1.39K
$79.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-450- 5.85% |
$19.9K - $36.2K
|
7.25K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-459- 2.06% |
$20.3K - $37K
|
21.8K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-462- 2.74% |
$20.4K - $37.2K
|
16.4K
$937K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-470- 19.6% |
$20.7K - $37.8K
|
1.93K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-491- 18.33% |
$21.7K - $39.5K
|
2.19K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-494- 4.87% |
$21.8K - $39.8K
|
9.64K
$552K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 14.18% |
$22.1K - $40.3K
|
3.03K
$173K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 14.18% |
$22.1K - $40.3K
|
3.03K
$173K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-503- 7.13% |
$22.2K - $40.5K
|
6.55K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-517- 6.4% |
$22.8K - $41.6K
|
7.56K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-530- 5.89% |
$23.4K - $42.7K
|
8.47K
$485K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-538- 6.85% |
$23.7K - $43.3K
|
7.32K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-550- 55.0% |
$24.3K - $44.3K
|
450
$25.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-555- 3.19% |
$24.5K - $44.7K
|
16.8K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-562- 4.74% |
$24.8K - $45.3K
|
11.3K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-568- 46.48% |
$25.1K - $45.7K
|
654
$37.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-575- 1.44% |
$25.4K - $46.3K
|
39.4K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-580- 1.65% |
$25.6K - $46.7K
|
34.6K
$1.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-582- 49.74% |
$25.7K - $46.9K
|
588
$33.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-597- 99.5% |
$26.4K - $48.1K
|
3
$172
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-611- 10.96% |
$27K - $49.2K
|
4.97K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-637- 5.25% |
$28.1K - $51.3K
|
11.5K
$658K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-639- 6.72% |
$28.2K - $51.5K
|
8.87K
$508K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-642- 9.29% |
$28.3K - $51.7K
|
6.27K
$359K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-643- 11.11% |
$28.4K - $51.8K
|
5.14K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-643- 11.11% |
$28.4K - $51.8K
|
5.14K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-660- 4.45% |
$29.1K - $53.1K
|
14.2K
$811K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-687- 8.58% |
$30.3K - $55.3K
|
7.32K
$419K
|