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
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.05K- 11.42% |
$54.2K - $77.2K
|
8.16K
$467K
|
|
|
Feb 10, 2023
Q4 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.07K- 3.79% |
$55.1K - $78.5K
|
27.1K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.1K- 6.51% |
$56.7K - $80.7K
|
15.8K
$904K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.11K- 24.26% |
$57.1K - $81.4K
|
3.46K
$198K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 11.42% |
$57.5K - $81.9K
|
8.66K
$495K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.13K- 11.94% |
$58.4K - $83.1K
|
8.35K
$478K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 5.42% |
$59.4K - $84.7K
|
20.1K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.16K- 9.8% |
$59.5K - $84.8K
|
10.6K
$609K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.16K- 19.96% |
$59.9K - $85.3K
|
4.66K
$267K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.16K- 21.5% |
$59.9K - $85.3K
|
4.25K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.22K- 21.28% |
$63K - $89.8K
|
4.53K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.25K- 30.87% |
$64.5K - $91.9K
|
2.81K
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.29K- 10.04% |
$66.4K - $94.7K
|
11.6K
$661K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.32K- 7.81% |
$67.9K - $96.7K
|
15.6K
$891K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.35K- 22.34% |
$69.6K - $99.1K
|
4.7K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
SELL
|
- |
-1.38K- 11.1% |
$70.8K - $101K
|
11K
$630K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.38K- 27.92% |
$71K - $101K
|
3.56K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 11.84% |
$71.8K - $102K
|
10.4K
$594K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.4K- 14.88% |
$71.9K - $102K
|
7.98K
$457K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.41K- 7.91% |
$72.4K - $103K
|
16.4K
$936K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.41K- 23.0% |
$72.5K - $103K
|
4.71K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 31.61% |
$72.5K - $103K
|
3.05K
$174K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
SELL
|
- |
-1.42K- 0.92% |
$73K - $104K
|
152K
$8.72M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.5K- 6.91% |
$77.2K - $110K
|
20.2K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.5K- 14.05% |
$77.2K - $110K
|
9.17K
$524K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.51K- 12.95% |
$77.7K - $111K
|
10.1K
$580K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.61K- 49.52% |
$82.8K - $118K
|
1.64K
$93.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.64K- 6.97% |
$84.7K - $121K
|
22K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.65K- 0.44% |
$85.2K - $121K
|
377K
$21.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.7K- 20.49% |
$87.3K - $124K
|
6.58K
$376K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.73K- 27.69% |
$89.1K - $127K
|
4.52K
$258K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.74K- 2.24% |
$89.7K - $128K
|
76K
$4.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 24.93% |
$90.7K - $129K
|
5.3K
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.78K- 7.15% |
$91.6K - $130K
|
23.1K
$1.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.8K- 23.04% |
$92.5K - $132K
|
6K
$343K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.8K- 92.7% |
$92.9K - $132K
|
142
$8.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.92K- 0.89% |
$99.1K - $141K
|
214K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.97K- 16.22% |
$101K - $144K
|
10.2K
$581K
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-2K- 7.69% |
$103K - $147K
|
24K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2K- 9.57% |
$103K - $147K
|
18.9K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.06K- 19.59% |
$106K - $151K
|
8.44K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.14KClosed |
$110K - $157K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.14K- 14.76% |
$110K - $157K
|
12.4K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-2.2K- 49.72% |
$113K - $161K
|
2.23K
$127K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 13.09% |
$114K - $162K
|
14.7K
$839K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.21K- 6.32% |
$114K - $162K
|
32.8K
$1.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.26K- 1.05% |
$116K - $165K
|
213K
$12.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 39.75% |
$117K - $167K
|
3.44K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.3K- 18.62% |
$118K - $169K
|
10K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.36K- 5.51% |
$122K - $173K
|
40.5K
$2.32M
|