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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-450- 36.86% |
$23.2K - $33K
|
771
$70.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-454- 5.95% |
$23.4K - $33.3K
|
7.18K
$654K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-459- 3.41% |
$23.6K - $33.7K
|
13K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-459- 15.61% |
$23.6K - $33.7K
|
2.48K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
SELL
|
- |
-470- 43.88% |
$24.2K - $34.5K
|
601
$54.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-489- 11.51% |
$25.2K - $35.9K
|
3.76K
$342K
|
|
|
Jan 20, 2023
Q4 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-489- 2.11% |
$25.2K - $35.9K
|
22.7K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-496- 38.75% |
$25.5K - $36.4K
|
784
$71.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-500- 10.27% |
$25.8K - $36.7K
|
4.37K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-500- 17.24% |
$25.8K - $36.7K
|
2.4K
$219K
|
|
|
Dec 02, 2024
Q4 2022
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-500- 10.76% |
$25.8K - $36.7K
|
4.15K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-501- 11.98% |
$25.8K - $36.8K
|
3.68K
$335K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-504- 8.05% |
$26K - $37K
|
5.76K
$525K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-527- 4.95% |
$27.1K - $38.7K
|
10.1K
$921K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-530- 9.27% |
$27.3K - $38.9K
|
5.19K
$473K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-554- 3.97% |
$28.5K - $40.7K
|
13.4K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-558- 9.7% |
$28.7K - $40.9K
|
5.2K
$473K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-575- 3.37% |
$29.6K - $42.2K
|
16.5K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-603- 11.74% |
$31.1K - $44.2K
|
4.54K
$413K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-603- 99.18% |
$31.1K - $44.2K
|
5
$455
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-609- 6.1% |
$31.4K - $44.7K
|
9.37K
$854K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-612- 12.9% |
$31.5K - $44.9K
|
4.13K
$376K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-615- 3.07% |
$31.7K - $45.1K
|
19.4K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-615- 3.61% |
$31.7K - $45.1K
|
16.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-623- 10.82% |
$32.1K - $45.7K
|
5.14K
$468K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-648- 7.05% |
$33.4K - $47.6K
|
8.55K
$778K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-655- 6.78% |
$33.7K - $48.1K
|
9.01K
$821K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-665- 10.46% |
$34.3K - $48.8K
|
5.69K
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-687- 1.5% |
$35.4K - $50.4K
|
45K
$4.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-696- 6.38% |
$35.9K - $51.1K
|
10.2K
$930K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-703- 9.19% |
$36.2K - $51.6K
|
6.95K
$633K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-721- 35.36% |
$37.1K - $52.9K
|
1.32K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-725- 87.88% |
$37.3K - $53.2K
|
100
$9.11K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-739- 4.38% |
$38.1K - $54.2K
|
16.1K
$1.47M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-821- 11.37% |
$42.3K - $60.2K
|
6.4K
$583K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-825- 15.32% |
$42.5K - $60.5K
|
4.56K
$415K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-826- 5.0% |
$42.5K - $60.6K
|
15.7K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-853- 12.26% |
$43.9K - $62.6K
|
6.1K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-875- 15.09% |
$45.1K - $64.2K
|
4.92K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-913- 22.02% |
$47K - $67K
|
3.23K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-924- 7.45% |
$47.6K - $67.8K
|
11.5K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-957- 4.88% |
$49.3K - $70.2K
|
18.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-973- 6.36% |
$50.1K - $71.4K
|
14.3K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.01K- 30.25% |
$52.2K - $74.3K
|
2.34K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.02K- 6.94% |
$52.7K - $75.1K
|
13.7K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 1.16% |
$53.6K - $76.3K
|
88.3K
$8.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-1.05K- 15.8% |
$54.1K - $77K
|
5.59K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.05K- 11.42% |
$54.2K - $77.2K
|
8.16K
$743K
|
|
|
Feb 10, 2023
Q4 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.07K- 3.79% |
$55.1K - $78.5K
|
27.1K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.1K- 6.51% |
$56.7K - $80.7K
|
15.8K
$1.44M
|