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 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
400+ 5.63% |
$17.7K - $32.2K
|
7.51K
$684K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
395+ 22.57% |
$17.4K - $31.8K
|
2.15K
$195K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
387+ 3.72% |
$17.1K - $31.2K
|
10.8K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
385+ 27.25% |
$17K - $31K
|
1.8K
$164K
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
377+ 7.71% |
$16.6K - $30.4K
|
5.27K
$480K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
370+ 1.83% |
$16.3K - $29.8K
|
20.6K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
361+ 286.51% |
$15.9K - $29.1K
|
487
$44.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
353+ 1.92% |
$15.6K - $28.4K
|
18.7K
$1.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
326+ 4.16% |
$14.4K - $26.3K
|
8.15K
$743K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
318+ 7.49% |
$14K - $25.6K
|
4.56K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
302+ 30.51% |
$13.3K - $24.3K
|
1.29K
$118K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
300+ 89.55% |
$13.2K - $24.2K
|
635
$57.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.32% |
$13.2K - $24.2K
|
93.3K
$8.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300+ 40.21% |
$13.2K - $24.2K
|
1.05K
$95.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
299+ 0.05% |
$13.2K - $24.1K
|
631K
$57.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
279+ 3.84% |
$12.3K - $22.5K
|
7.55K
$688K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
260+ 4.39% |
$11.5K - $20.9K
|
6.18K
$563K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
250+ 2.04% |
$11K - $20.1K
|
12.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
249New |
$11K - $20.1K
|
249
$22.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
247+ 89.49% |
$10.9K - $19.9K
|
523
$47.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
219+ 18.02% |
$9.67K - $17.6K
|
1.43K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
211+ 1.14% |
$9.31K - $17K
|
18.8K
$1.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
202+ 38.4% |
$8.92K - $16.3K
|
728
$66.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
200+ 0.98% |
$8.83K - $16.1K
|
20.7K
$1.89M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 22.0% |
$8.74K - $15.9K
|
1.1K
$100K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
182+ 1.14% |
$8.03K - $14.7K
|
16.1K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
169+ 7.32% |
$7.46K - $13.6K
|
2.48K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
167+ 3.17% |
$7.37K - $13.4K
|
5.44K
$495K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
163+ 1.54% |
$7.19K - $13.1K
|
10.7K
$978K
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
155+ 0.91% |
$6.84K - $12.5K
|
17.2K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
153+ 3.1% |
$6.75K - $12.3K
|
5.09K
$464K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
146New |
$6.44K - $11.8K
|
146
$13.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
131+ 7.4% |
$5.78K - $10.5K
|
1.9K
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
125+ 64.77% |
$5.52K - $10.1K
|
318
$29K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
115+ 62.84% |
$5.08K - $9.26K
|
298
$27.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
106+ 10.63% |
$4.68K - $8.54K
|
1.1K
$100K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
106New |
$4.68K - $8.54K
|
106
$9.65K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
101New |
$4.46K - $8.13K
|
101
$9.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 3.78% |
$4.41K - $8.05K
|
2.75K
$250K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 34.13% |
$4.41K - $8.05K
|
393
$35.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
93+ 9.26% |
$4.11K - $7.49K
|
1.1K
$99.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
93+ 1.29% |
$4.11K - $7.49K
|
7.32K
$667K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
85+ 3.79% |
$3.75K - $6.85K
|
2.33K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
80+ 0.68% |
$3.53K - $6.44K
|
11.8K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
80+ 43.24% |
$3.53K - $6.44K
|
265
$24.1K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75+ 89.29% |
$3.31K - $6.04K
|
159
$14.5K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
71+ 295.83% |
$3.13K - $5.72K
|
95
$8.65K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
70+ 0.73% |
$3.09K - $5.64K
|
9.63K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62+ 1.37% |
$2.74K - $4.99K
|
4.6K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
62+ 10.33% |
$2.74K - $4.99K
|
662
$60.3K
|