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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62+ 1.37% |
$2.74K - $4.99K
|
4.6K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
62+ 10.33% |
$2.74K - $4.99K
|
662
$37.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58+ 1.26% |
$2.56K - $4.67K
|
4.65K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57New |
$2.52K - $4.59K
|
57
$3.26K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53+ 14.29% |
$2.34K - $4.27K
|
424
$24.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
50New |
$2.21K - $4.03K
|
50
$2.86K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 100.0% |
$2.21K - $4.03K
|
100
$5.72K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 2.12% |
$2.21K - $4.03K
|
2.41K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 3.14% |
$2.16K - $3.95K
|
1.61K
$92.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
48+ 10.04% |
$2.12K - $3.87K
|
526
$30.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
45+ 0.72% |
$1.99K - $3.62K
|
6.32K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
45+ 0.43% |
$1.99K - $3.62K
|
10.5K
$599K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.32% |
$1.9K - $3.46K
|
13.5K
$771K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
42New |
$1.85K - $3.38K
|
42
$2.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 19.7% |
$1.72K - $3.14K
|
237
$13.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$1.72K - $3.14K
|
39
$2.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37New |
$1.63K - $2.98K
|
37
$2.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
34+ 0.46% |
$1.5K - $2.74K
|
7.48K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
34New |
$1.5K - $2.74K
|
34
$1.95K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30New |
$1.32K - $2.42K
|
30
$1.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 0.48% |
$1.32K - $2.42K
|
6.23K
$356K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.5% |
$1.1K - $2.01K
|
1.69K
$96.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
16+ 14.55% |
$706 - $1.29K
|
126
$7.21K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 64.0% |
$706 - $1.29K
|
41
$2.35K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15+ 0.08% |
$662 - $1.21K
|
19.2K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
15+ 0.08% |
$662 - $1.21K
|
19.2K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
14+ 14.29% |
$618 - $1.13K
|
112
$6.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
12+ 1.28% |
$530 - $966
|
949
$54.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
11New |
$486 - $886
|
11
$629
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$486 - $886
|
11
$629
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$221 - $403
|
5
$286
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5New |
$221 - $403
|
5
$286
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.55% |
$221 - $403
|
915
$52.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4New |
$177 - $322
|
4
$229
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2New |
$88.3 - $161
|
2
$114
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 7.41% |
$88.3 - $161
|
29
$1.66K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 16.67% |
$44.1 - $80.5
|
5
$286
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.45% |
$44.1 - $80.5
|
220
$12.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.49% |
$44.1 - $80.5
|
203
$11.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.09% |
$132 - $242
|
3.37K
$193K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 1.87% |
$221 - $403
|
263
$15K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-8- 23.53% |
$353 - $644
|
26
$1.49K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 0.17% |
$441 - $805
|
5.8K
$332K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-10- 1.71% |
$441 - $805
|
575
$32.9K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-10- 1.71% |
$441 - $805
|
575
$32.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 39.02% |
$706 - $1.29K
|
25
$1.43K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-16- 66.67% |
$706 - $1.29K
|
8
$458
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 36.17% |
$750 - $1.37K
|
30
$1.72K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-20- 0.09% |
$883 - $1.61K
|
22.5K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 18.05% |
$1.06K - $1.93K
|
109
$6.24K
|