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
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-30- 22.22% |
$1.32K - $2.42K
|
105
$9.56K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 0.07% |
$1.54K - $2.82K
|
49.9K
$4.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 1.23% |
$1.59K - $2.9K
|
2.88K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-38- 15.45% |
$1.68K - $3.06K
|
208
$18.9K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-41- 41.0% |
$1.81K - $3.3K
|
59
$5.37K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-47- 0.64% |
$2.07K - $3.78K
|
7.31K
$666K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-67- 28.76% |
$2.96K - $5.4K
|
166
$15.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-69- 21.63% |
$3.05K - $5.56K
|
250
$22.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-76- 29.12% |
$3.35K - $6.12K
|
185
$16.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-80- 7.38% |
$3.53K - $6.44K
|
1K
$91.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-84- 0.93% |
$3.71K - $6.76K
|
8.91K
$812K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87- 46.03% |
$3.84K - $7.01K
|
102
$9.29K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-94- 49.74% |
$4.15K - $7.57K
|
95
$8.65K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-96- 1.57% |
$4.24K - $7.73K
|
6.01K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-97- 6.36% |
$4.28K - $7.81K
|
1.43K
$130K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-98- 78.4% |
$4.33K - $7.89K
|
27
$2.46K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-100- 74.63% |
$4.41K - $8.05K
|
34
$3.1K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 9.06% |
$4.41K - $8.05K
|
1K
$91.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-102- 91.89% |
$4.5K - $8.21K
|
9
$820
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-109- 12.84% |
$4.81K - $8.78K
|
740
$67.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-109- 0.68% |
$4.81K - $8.78K
|
15.9K
$1.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-110- 83.33% |
$4.86K - $8.86K
|
22
$2K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
SELL
|
- |
-111- 0.55% |
$4.9K - $8.94K
|
20.2K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-116- 16.91% |
$5.12K - $9.34K
|
570
$51.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 25.53% |
$5.3K - $9.66K
|
350
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-121- 52.38% |
$5.34K - $9.74K
|
110
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-122- 2.12% |
$5.39K - $9.82K
|
5.63K
$513K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-125- 1.14% |
$5.52K - $10.1K
|
10.8K
$984K
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-130- 0.2% |
$5.74K - $10.5K
|
64.6K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-133- 2.57% |
$5.87K - $10.7K
|
5.04K
$459K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-139- 2.67% |
$6.14K - $11.2K
|
5.07K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-142- 2.67% |
$6.27K - $11.4K
|
5.18K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-143- 2.4% |
$6.31K - $11.5K
|
5.83K
$531K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-148- 0.26% |
$6.53K - $11.9K
|
57K
$5.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-174- 8.05% |
$7.68K - $14K
|
1.99K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-181- 44.04% |
$7.99K - $14.6K
|
230
$20.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-183- 1.96% |
$8.08K - $14.7K
|
9.13K
$832K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-186- 1.31% |
$8.21K - $15K
|
14.1K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-187- 46.17% |
$8.25K - $15.1K
|
218
$19.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-190- 7.09% |
$8.39K - $15.3K
|
2.49K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-190- 3.82% |
$8.39K - $15.3K
|
4.79K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-192- 0.35% |
$8.47K - $15.5K
|
54.9K
$5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 66.67% |
$8.83K - $16.1K
|
100
$9.11K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 1.32% |
$8.83K - $16.1K
|
14.9K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-203- 3.68% |
$8.96K - $16.3K
|
5.31K
$483K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-203- 1.28% |
$8.96K - $16.3K
|
15.6K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-206- 13.97% |
$9.09K - $16.6K
|
1.27K
$116K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-217- 8.1% |
$9.58K - $17.5K
|
2.46K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-219- 38.22% |
$9.67K - $17.6K
|
354
$32.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-223- 2.91% |
$9.84K - $18K
|
7.44K
$678K
|