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 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.22K+ 61.57% |
$166K - $236K
|
8.45K
$770K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.21KNew |
$165K - $235K
|
3.21K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.19KNew |
$164K - $234K
|
3.19K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.18KNew |
$164K - $234K
|
3.18K
$290K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.02KNew |
$156K - $222K
|
3.02K
$275K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.98K+ 15.15% |
$153K - $219K
|
22.6K
$2.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.95K+ 5.11% |
$152K - $217K
|
60.7K
$5.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.82K+ 4.05% |
$145K - $207K
|
72.5K
$6.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.8K+ 16.87% |
$144K - $206K
|
19.4K
$1.77M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$139K - $198K
|
2.7K
$246K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.59K+ 514.51% |
$133K - $190K
|
3.09K
$282K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.49K+ 64.64% |
$128K - $183K
|
6.35K
$578K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.45K+ 64.74% |
$126K - $179K
|
6.22K
$567K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.39K+ 18.75% |
$123K - $175K
|
15.1K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
2.26K+ 45.5% |
$116K - $166K
|
7.22K
$658K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.23K+ 4.41% |
$115K - $164K
|
52.7K
$4.8M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.18K+ 211.78% |
$112K - $160K
|
3.2K
$292K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.1KNew |
$108K - $154K
|
2.1K
$191K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
2.07K+ 0.28% |
$107K - $152K
|
743K
$67.6M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.03KNew |
$104K - $149K
|
2.03K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.03K+ 5.2% |
$104K - $149K
|
41K
$3.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.97KNew |
$101K - $145K
|
1.97K
$179K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.93K+ 0.61% |
$99.4K - $142K
|
317K
$28.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.93KNew |
$99.3K - $141K
|
1.93K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 53.11% |
$96.9K - $138K
|
5.42K
$494K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.85K+ 6166.67% |
$95.3K - $136K
|
1.88K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.75KNew |
$90.1K - $128K
|
1.75K
$159K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.74KNew |
$89.6K - $128K
|
1.74K
$158K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73K+ 9.7% |
$89.1K - $127K
|
19.6K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.71K+ 37.94% |
$88.1K - $125K
|
6.22K
$566K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.69K+ 0.17% |
$87.3K - $124K
|
1.01M
$92.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.65K+ 1.4% |
$85K - $121K
|
120K
$10.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.65K+ 1.4% |
$85K - $121K
|
120K
$10.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 303.72% |
$84K - $120K
|
2.17K
$197K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.63K+ 27.93% |
$83.8K - $119K
|
7.45K
$679K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.59K+ 17.37% |
$82K - $117K
|
10.8K
$979K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.56KNew |
$80.3K - $114K
|
1.56K
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.53K+ 7.58% |
$78.7K - $112K
|
21.7K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.52K+ 7.09% |
$78.5K - $112K
|
23K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5K+ 294.12% |
$77.3K - $110K
|
2.01K
$183K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$76.7K - $109K
|
1.49K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.46K+ 21.53% |
$75K - $107K
|
8.22K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44K+ 6.09% |
$74.2K - $106K
|
25.1K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$73.2K - $104K
|
1.42K
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.42K+ 37.74% |
$73K - $104K
|
5.17K
$471K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.4K+ 9.78% |
$72.2K - $103K
|
15.7K
$1.43M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.34K+ 445.18% |
$69K - $98.3K
|
1.64K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1.31K+ 0.01% |
$67.4K - $96.1K
|
9.38M
$855M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.21K+ 13.37% |
$62.1K - $88.4K
|
10.2K
$931K
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.19K+ 2.9% |
$61.2K - $87.2K
|
42.2K
$3.84M
|