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 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.17KNew |
$60.4K - $86K
|
1.17K
$107K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 6.98% |
$59.7K - $85K
|
17.8K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 27.25% |
$58.4K - $83.2K
|
5.3K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 7.15% |
$57.8K - $82.3K
|
16.8K
$1.53M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.12KNew |
$57.4K - $81.8K
|
1.12K
$102K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 12.05% |
$57.4K - $81.8K
|
10.4K
$945K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
1.11K+ 25.47% |
$57.3K - $81.6K
|
5.48K
$499K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.1K+ 12.36% |
$56.7K - $80.7K
|
10K
$911K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09K+ 13.09% |
$56.1K - $80K
|
9.42K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.09KNew |
$56K - $79.8K
|
1.09K
$99K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.07KNew |
$55.3K - $78.8K
|
1.07K
$97.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.02K+ 21.11% |
$52.5K - $74.8K
|
5.85K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1KNew |
$51.5K - $73.4K
|
1K
$91.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
993+ 8.65% |
$51.1K - $72.9K
|
12.5K
$1.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
989+ 7.02% |
$50.9K - $72.6K
|
15.1K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
965+ 4.27% |
$49.7K - $70.8K
|
23.6K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
935New |
$48.2K - $68.6K
|
935
$85.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
931+ 14.63% |
$48K - $68.3K
|
7.3K
$665K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
885+ 22.87% |
$45.6K - $64.9K
|
4.76K
$433K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
869+ 7.87% |
$44.8K - $63.8K
|
11.9K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
864+ 17.25% |
$44.5K - $63.4K
|
5.87K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
860+ 111.69% |
$44.3K - $63.1K
|
1.63K
$148K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
840+ 15.21% |
$43.3K - $61.6K
|
6.36K
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
825+ 16.2% |
$42.5K - $60.5K
|
5.92K
$539K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
824+ 104.44% |
$42.4K - $60.5K
|
1.61K
$147K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
773+ 1.57% |
$39.8K - $56.7K
|
50.2K
$4.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
771New |
$39.7K - $56.6K
|
771
$70.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
752+ 61.09% |
$38.7K - $55.2K
|
1.98K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
750+ 4.76% |
$38.6K - $55K
|
16.5K
$1.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
732+ 9.37% |
$37.7K - $53.7K
|
8.54K
$778K
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
732+ 25.09% |
$37.7K - $53.7K
|
3.65K
$332K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
729+ 8.54% |
$37.6K - $53.5K
|
9.27K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
725New |
$37.3K - $53.2K
|
725
$66K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
723+ 6.35% |
$37.2K - $53.1K
|
12.1K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
711+ 49.55% |
$36.6K - $52.2K
|
2.15K
$195K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.74% |
$36.1K - $51.4K
|
95.3K
$8.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
699+ 8.77% |
$36K - $51.3K
|
8.67K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
683+ 53.95% |
$35.2K - $50.1K
|
1.95K
$178K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
666+ 1.25% |
$34.3K - $48.9K
|
54K
$4.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
661+ 1.04% |
$34K - $48.5K
|
64K
$5.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
650+ 3.69% |
$33.5K - $47.7K
|
18.3K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
644+ 9.46% |
$33.2K - $47.3K
|
7.45K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
643+ 16.01% |
$33.1K - $47.2K
|
4.66K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
626+ 3.4% |
$32.2K - $45.9K
|
19K
$1.73M
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
616+ 4.05% |
$31.7K - $45.2K
|
15.8K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
594New |
$30.6K - $43.6K
|
594
$54.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
590New |
$30.4K - $43.3K
|
590
$53.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
582+ 5.79% |
$30K - $42.7K
|
10.6K
$968K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
565+ 6.94% |
$29.1K - $41.5K
|
8.71K
$793K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
558+ 223.2% |
$28.7K - $40.9K
|
808
$73.6K
|