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 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-177- 3.85% |
$9.12K - $13K
|
4.43K
$403K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-183- 3.55% |
$9.43K - $13.4K
|
4.98K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-190- 2.66% |
$9.79K - $13.9K
|
6.95K
$633K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-195- 18.68% |
$10K - $14.3K
|
849
$77.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-195- 82.98% |
$10K - $14.3K
|
40
$3.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-198- 1.32% |
$10.2K - $14.5K
|
14.8K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 3.69% |
$10.3K - $14.7K
|
5.22K
$475K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-200- 4.1% |
$10.3K - $14.7K
|
4.68K
$426K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-202- 16.58% |
$10.4K - $14.8K
|
1.02K
$92.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-204- 0.93% |
$10.5K - $15K
|
21.6K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-209- 2.57% |
$10.8K - $15.3K
|
7.92K
$721K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-215- 92.27% |
$11.1K - $15.8K
|
18
$1.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-229- 69.18% |
$11.8K - $16.8K
|
102
$9.29K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-234- 0.68% |
$12.1K - $17.2K
|
34.3K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-234- 2.75% |
$12.1K - $17.2K
|
8.28K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-236- 5.53% |
$12.2K - $17.3K
|
4.03K
$367K
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-242- 1.5% |
$12.5K - $17.8K
|
15.9K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-243- 1.79% |
$12.5K - $17.8K
|
13.3K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-257- 57.75% |
$13.2K - $18.9K
|
188
$17.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-258- 2.7% |
$13.3K - $18.9K
|
9.3K
$847K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-266- 5.54% |
$13.7K - $19.5K
|
4.53K
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-272- 3.57% |
$14K - $20K
|
7.34K
$669K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-275- 23.54% |
$14.2K - $20.2K
|
893
$81.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-278- 2.56% |
$14.3K - $20.4K
|
10.6K
$965K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-292- 8.6% |
$15K - $21.4K
|
3.1K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-295- 10.78% |
$15.2K - $21.6K
|
2.44K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-298- 24.94% |
$15.3K - $21.9K
|
897
$81.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-300- 7.29% |
$15.5K - $22K
|
3.81K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-308- 1.45% |
$15.9K - $22.6K
|
20.9K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-314- 3.13% |
$16.2K - $23K
|
9.73K
$886K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-320- 1.17% |
$16.5K - $23.5K
|
27K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-331- 8.56% |
$17K - $24.3K
|
3.54K
$322K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-335- 1.27% |
$17.3K - $24.6K
|
26K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-343- 3.84% |
$17.7K - $25.2K
|
8.59K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-367- 1.06% |
$18.9K - $26.9K
|
34.3K
$3.12M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-378- 75.9% |
$19.5K - $27.7K
|
120
$10.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-385- 5.21% |
$19.8K - $28.3K
|
7.01K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-397- 5.54% |
$20.4K - $29.1K
|
6.77K
$617K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-399- 23.65% |
$20.6K - $29.3K
|
1.29K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-408- 57.55% |
$21K - $29.9K
|
301
$27.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-417- 4.32% |
$21.5K - $30.6K
|
9.24K
$842K
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-425- 7.99% |
$21.9K - $31.2K
|
4.9K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-426- 5.76% |
$21.9K - $31.3K
|
6.97K
$635K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-430- 0.87% |
$22.1K - $31.6K
|
49K
$4.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-436- 0.01% |
$22.5K - $32K
|
2.96M
$270M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-442- 4.11% |
$22.8K - $32.4K
|
10.3K
$939K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-445- 10.46% |
$22.9K - $32.7K
|
3.81K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-447- 8.41% |
$23K - $32.8K
|
4.87K
$444K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-450- 40.65% |
$23.2K - $33K
|
657
$59.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-450- 1.49% |
$23.2K - $33K
|
29.8K
$2.71M
|