Purchases and Sales Made in Q4 2022 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
30+ 272.73% |
$1.55K - $2.2K
|
41
$3.73K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.55K - $2.2K
|
30
$2.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
28+ 0.6% |
$1.44K - $2.05K
|
4.66K
$425K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
27+ 450.0% |
$1.39K - $1.98K
|
33
$3.01K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 10.12% |
$1.34K - $1.91K
|
283
$25.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$1.29K - $1.83K
|
25
$2.28K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
24New |
$1.24K - $1.76K
|
24
$2.19K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.24K - $1.76K
|
24
$2.19K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23+ 23.96% |
$1.18K - $1.69K
|
119
$10.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
23New |
$1.18K - $1.69K
|
23
$2.09K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22New |
$1.13K - $1.61K
|
22
$2K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
21New |
$1.08K - $1.54K
|
21
$1.91K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14+ 0.28% |
$721 - $1.03K
|
5.08K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
14New |
$721 - $1.03K
|
14
$1.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 0.7% |
$670 - $954
|
1.88K
$171K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
12New |
$618 - $881
|
12
$1.09K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$618 - $881
|
6.7K
$610K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
10+ 16.67% |
$515 - $734
|
70
$6.38K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
10+ 1.67% |
$515 - $734
|
608
$55.4K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 42.86% |
$464 - $660
|
30
$2.73K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$412 - $587
|
8
$729
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$258 - $367
|
5
$455
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4+ 1.78% |
$206 - $294
|
229
$20.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.11% |
$103 - $147
|
1.82K
$166K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.06% |
$103 - $147
|
3.46K
$316K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2New |
$103 - $147
|
2
$182
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1New |
$51.5 - $73.4
|
1
$91.1
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1New |
$51.5 - $73.4
|
1
$91.1
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 5.26% |
$103 - $147
|
36
$3.28K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 50.0% |
$103 - $147
|
2
$182
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 3.13% |
$103 - $147
|
62
$5.65K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3- 6.12% |
$155 - $220
|
46
$4.19K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 5.88% |
$258 - $367
|
80
$7.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5- 9.09% |
$258 - $367
|
50
$4.55K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 1.67% |
$309 - $440
|
354
$32.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-7- 0.06% |
$361 - $514
|
12.1K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-8- 2.37% |
$412 - $587
|
330
$30.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8- 3.15% |
$412 - $587
|
246
$22.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-10- 14.29% |
$515 - $734
|
60
$5.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 23.08% |
$618 - $881
|
40
$3.64K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13- 7.39% |
$670 - $954
|
163
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-13Closed |
$670 - $954
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-13- 2.53% |
$670 - $954
|
500
$45.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 5.39% |
$670 - $954
|
228
$20.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 27.27% |
$773 - $1.1K
|
40
$3.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15- 0.07% |
$773 - $1.1K
|
21.8K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 0.46% |
$1.03K - $1.47K
|
4.29K
$390K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-20- 0.3% |
$1.03K - $1.47K
|
6.67K
$608K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23- 0.21% |
$1.18K - $1.69K
|
11.1K
$1.01M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 8.58% |
$1.18K - $1.69K
|
245
$22.3K
|