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 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-824- 3.55% |
$36.4K - $66.4K
|
22.4K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-857- 3.09% |
$37.8K - $69K
|
26.9K
$2.45M
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-872- 37.57% |
$38.5K - $70.2K
|
1.45K
$132K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-888- 3.6% |
$39.2K - $71.5K
|
23.8K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.03K- 2.68% |
$45.6K - $83.1K
|
37.5K
$3.42M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.04K- 93.94% |
$45.9K - $83.7K
|
67
$6.1K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.06K- 18.08% |
$46.7K - $85.2K
|
4.79K
$437K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.09K- 13.13% |
$47.9K - $87.4K
|
7.18K
$654K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.09K- 16.13% |
$47.9K - $87.4K
|
5.64K
$514K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.14K- 13.62% |
$50.4K - $92K
|
7.24K
$659K
|
|
Aug 19, 2024
Q3 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 2.58% |
$50.8K - $92.6K
|
43.4K
$3.95M
|
|
Nov 14, 2023
Q3 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 2.58% |
$50.8K - $92.6K
|
43.4K
$3.95M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.16K- 1.31% |
$51K - $93.1K
|
87.2K
$7.94M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.2K- 9.59% |
$52.9K - $96.5K
|
11.3K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.2K- 31.31% |
$52.9K - $96.6K
|
2.63K
$240K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.21K- 4.05% |
$53.4K - $97.4K
|
28.6K
$2.61M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.22K- 6.02% |
$53.6K - $97.8K
|
19K
$1.73M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.26K- 1.8% |
$55.7K - $102K
|
68.7K
$6.26M
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.3K- 6.17% |
$57.4K - $105K
|
19.8K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.31K- 36.35% |
$58K - $106K
|
2.3K
$209K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.32K- 14.85% |
$58.3K - $106K
|
7.58K
$690K
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.34K- 14.39% |
$59.1K - $108K
|
7.98K
$726K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.37K- 10.61% |
$60.3K - $110K
|
11.5K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 18.17% |
$60.7K - $111K
|
6.19K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.39K- 7.07% |
$61.2K - $112K
|
18.2K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.41K- 15.03% |
$62.1K - $113K
|
7.96K
$725K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 9.9% |
$67.1K - $122K
|
13.8K
$1.26M
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 23.53% |
$70.6K - $129K
|
5.2K
$474K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.69K- 19.29% |
$74.6K - $136K
|
7.07K
$644K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.9K- 2.94% |
$84K - $153K
|
62.8K
$5.72M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 29.26% |
$84.4K - $154K
|
4.62K
$421K
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.92K- 28.82% |
$84.5K - $154K
|
4.73K
$431K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.92K- 4.19% |
$84.9K - $155K
|
44K
$4.01M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 25.69% |
$84.9K - $155K
|
5.57K
$507K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.94K- 1.9% |
$85.6K - $156K
|
100K
$9.11M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.05K- 27.43% |
$90.6K - $165K
|
5.43K
$494K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.07K- 9.46% |
$91.2K - $166K
|
19.8K
$1.8M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.15K- 58.64% |
$95.1K - $173K
|
1.52K
$138K
|
|
Nov 14, 2023
Q3 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-2.27K- 26.05% |
$100K - $183K
|
6.45K
$588K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.31K- 28.0% |
$102K - $186K
|
5.94K
$541K
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-2.39K- 8.2% |
$105K - $192K
|
26.7K
$2.43M
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-2.39K- 14.88% |
$106K - $193K
|
13.7K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.4K- 11.73% |
$106K - $193K
|
18K
$1.64M
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-2.48K- 2.59% |
$109K - $199K
|
93.3K
$8.5M
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.51K- 30.87% |
$111K - $202K
|
5.63K
$513K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.54K- 8.19% |
$112K - $205K
|
28.5K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.8K- 22.64% |
$124K - $226K
|
9.57K
$872K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.8K- 4.47% |
$124K - $226K
|
59.9K
$5.45M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.85K- 86.19% |
$126K - $229K
|
456
$41.5K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.85K- 86.19% |
$126K - $229K
|
456
$41.5K
|