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 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
BUY
|
- |
5KNew |
$258K - $367K
|
5K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Nepsis Inc.
|
BUY
|
- |
4.96K+ 2.67% |
$256K - $364K
|
191K
$17.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.94K+ 43.55% |
$255K - $363K
|
16.3K
$1.48M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.9K+ 16.83% |
$252K - $359K
|
34K
$3.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.79KNew |
$247K - $352K
|
4.79K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.73KNew |
$244K - $347K
|
4.73K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
4.7K+ 19.2% |
$242K - $345K
|
29.2K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Orland Properties LTD
Washington, DC |
BUY
|
- |
4.69KNew |
$241K - $344K
|
4.69K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.6K+ 97.77% |
$237K - $338K
|
9.31K
$847K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.59K+ 16.77% |
$236K - $337K
|
32K
$2.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.57KNew |
$236K - $335K
|
4.57K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.57K+ 5.08% |
$235K - $335K
|
94.5K
$8.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.56KNew |
$235K - $334K
|
4.56K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.55KNew |
$234K - $334K
|
4.55K
$414K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.53KNew |
$234K - $333K
|
4.53K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.52K+ 55.29% |
$233K - $331K
|
12.7K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$232K - $330K
|
4.5K
$410K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
4.39KNew |
$226K - $322K
|
4.39K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.38KNew |
$226K - $322K
|
4.38K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.37K+ 15.02% |
$225K - $320K
|
33.4K
$3.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.37K+ 52.32% |
$225K - $320K
|
12.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.3KNew |
$221K - $315K
|
4.3K
$391K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.02KNew |
$207K - $295K
|
4.02K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
4K+ 88.89% |
$206K - $294K
|
8.5K
$774K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.99K+ 5.63% |
$205K - $292K
|
74.7K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.96K+ 40.35% |
$204K - $290K
|
13.8K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.92K+ 2140.98% |
$202K - $288K
|
4.1K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.88KNew |
$200K - $285K
|
3.88K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.87K+ 64.91% |
$199K - $284K
|
9.83K
$895K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.85KNew |
$198K - $282K
|
3.85K
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.76KNew |
$194K - $276K
|
3.76K
$342K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.76KNew |
$194K - $276K
|
3.76K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.68KNew |
$189K - $270K
|
3.68K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.66K+ 0.28% |
$189K - $269K
|
1.3M
$118M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
3.55KNew |
$183K - $261K
|
3.55K
$324K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
3.53KNew |
$182K - $259K
|
3.53K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.47K+ 413.21% |
$179K - $255K
|
4.31K
$393K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.47KNew |
$178K - $254K
|
3.47K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
3.45KNew |
$178K - $253K
|
3.45K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.45KNew |
$177K - $253K
|
3.45K
$314K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.44K+ 0.6% |
$177K - $252K
|
581K
$52.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.35KNew |
$173K - $246K
|
3.35K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.35KNew |
$173K - $246K
|
3.35K
$305K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.35K+ 6.69% |
$173K - $246K
|
53.4K
$4.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.34K+ 15.31% |
$172K - $245K
|
25.2K
$2.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
3.32KNew |
$171K - $244K
|
3.32K
$303K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.31KNew |
$170K - $243K
|
3.31K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.3KNew |
$170K - $242K
|
3.3K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.3KNew |
$170K - $242K
|
3.3K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
3.26K+ 2.31% |
$168K - $239K
|
144K
$13.1M
|