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
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.91K- 67.77% |
$129K - $235K
|
1.39K
$126K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 5.87% |
$130K - $238K
|
47.4K
$4.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.99K- 18.81% |
$132K - $241K
|
12.9K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.12K- 38.99% |
$138K - $251K
|
4.88K
$445K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.12K- 1.41% |
$138K - $251K
|
217K
$19.8M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.12K- 4.18% |
$138K - $251K
|
71.7K
$6.53M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.16K- 2.31% |
$139K - $254K
|
134K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.17K- 12.65% |
$140K - $255K
|
21.9K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-3.21K- 33.41% |
$141K - $258K
|
6.39K
$582K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.22K- 39.73% |
$142K - $259K
|
4.89K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.23K- 39.76% |
$142K - $260K
|
4.89K
$445K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.26K- 34.81% |
$144K - $263K
|
6.1K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.61K- 13.46% |
$159K - $291K
|
23.2K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.64K- 27.22% |
$161K - $293K
|
9.73K
$886K
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-3.65KClosed |
$161K - $294K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.68K- 26.13% |
$162K - $296K
|
10.4K
$948K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.95K- 97.7% |
$175K - $318K
|
93
$8.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-3.97K- 4.75% |
$175K - $319K
|
79.5K
$7.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.26K- 44.48% |
$188K - $343K
|
5.32K
$485K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-4.42K- 11.54% |
$195K - $356K
|
33.9K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-4.52K- 34.27% |
$200K - $364K
|
8.67K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.62K- 26.51% |
$204K - $372K
|
12.8K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.81K- 50.16% |
$212K - $387K
|
4.78K
$435K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.84K- 24.63% |
$214K - $390K
|
14.8K
$1.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-5K- 33.33% |
$221K - $403K
|
10K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.11K- 8.13% |
$225K - $411K
|
57.7K
$5.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.27K- 9.67% |
$233K - $425K
|
49.3K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.83K- 24.15% |
$257K - $469K
|
18.3K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.89K- 27.78% |
$260K - $474K
|
15.3K
$1.39M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.31K- 8.66% |
$279K - $508K
|
66.5K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-6.47K- 3.61% |
$286K - $521K
|
173K
$15.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-6.96K- 55.46% |
$307K - $561K
|
5.59K
$509K
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-7.08K- 2.21% |
$312K - $570K
|
313K
$28.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.1K- 3.07% |
$313K - $572K
|
224K
$20.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.22K- 1.06% |
$319K - $582K
|
672K
$61.2M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.67K- 46.49% |
$338K - $617K
|
8.82K
$804K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.79K- 2.97% |
$344K - $627K
|
254K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Maytus Capital Management, LLC
New York, NY |
SELL
|
- |
-8K- 26.67% |
$353K - $644K
|
22K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8.22K- 23.92% |
$363K - $662K
|
26.1K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-8.5K- 40.48% |
$375K - $685K
|
12.5K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-8.71K- 63.99% |
$384K - $701K
|
4.9K
$446K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-8.73K- 30.51% |
$385K - $703K
|
19.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-8.91K- 27.15% |
$393K - $717K
|
23.9K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-8.92K- 2.02% |
$394K - $718K
|
433K
$39.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-9.23K- 53.11% |
$407K - $743K
|
8.15K
$742K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.32K- 0.33% |
$411K - $751K
|
2.79M
$254M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.75K- 45.12% |
$430K - $785K
|
11.9K
$1.08M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.93K- 93.34% |
$438K - $800K
|
708
$64.5K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-10.2K- 22.31% |
$451K - $822K
|
35.5K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10.5K- 99.85% |
$465K - $849K
|
16
$1.46K
|