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 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
192New |
$9.89K - $14.1K
|
192
$17.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
189+ 1.75% |
$9.74K - $13.9K
|
11K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
187+ 1.15% |
$9.63K - $13.7K
|
16.5K
$1.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
186+ 1.39% |
$9.58K - $13.6K
|
13.6K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
185New |
$9.53K - $13.6K
|
185
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
180+ 187.5% |
$9.27K - $13.2K
|
276
$25.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
160New |
$8.24K - $11.7K
|
160
$14.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
152+ 3.88% |
$7.83K - $11.2K
|
4.07K
$371K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
150+ 100.0% |
$7.73K - $11K
|
300
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
145New |
$7.47K - $10.6K
|
145
$13.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
138+ 3.05% |
$7.11K - $10.1K
|
4.67K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
138+ 2.62% |
$7.11K - $10.1K
|
5.4K
$492K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
130New |
$6.7K - $9.54K
|
130
$11.8K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 12.19% |
$6.59K - $9.39K
|
1.18K
$107K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125+ 0.2% |
$6.44K - $9.17K
|
63.8K
$5.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$6.44K - $9.17K
|
125
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
118+ 1.34% |
$6.08K - $8.66K
|
8.93K
$813K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
116New |
$5.98K - $8.51K
|
116
$10.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
115+ 6.38% |
$5.92K - $8.44K
|
1.92K
$175K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$9.11K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 43.48% |
$5.15K - $7.34K
|
330
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$9.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$9.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$9.11K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$9.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
97New |
$5K - $7.12K
|
97
$8.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 9.63% |
$4.74K - $6.75K
|
1.05K
$95.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
89+ 21.19% |
$4.58K - $6.53K
|
509
$46.4K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
87New |
$4.48K - $6.38K
|
87
$7.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
83+ 2.62% |
$4.28K - $6.09K
|
3.26K
$296K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
79New |
$4.07K - $5.8K
|
79
$7.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
75New |
$3.86K - $5.5K
|
75
$6.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
74+ 1.42% |
$3.81K - $5.43K
|
5.27K
$480K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
74+ 37.76% |
$3.81K - $5.43K
|
270
$24.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
69+ 0.47% |
$3.55K - $5.06K
|
14.8K
$1.34M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68New |
$3.5K - $4.99K
|
68
$6.19K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.25K - $4.62K
|
63
$5.74K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$2.99K - $4.26K
|
58
$5.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
55+ 65.48% |
$2.83K - $4.04K
|
139
$12.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 13.61% |
$2.83K - $4.04K
|
459
$41.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 15.38% |
$2.68K - $3.82K
|
390
$35.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
49+ 0.1% |
$2.52K - $3.6K
|
50.3K
$4.58M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
48+ 0.65% |
$2.47K - $3.52K
|
7.38K
$672K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
48+ 3.01% |
$2.47K - $3.52K
|
1.64K
$149K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
46New |
$2.37K - $3.38K
|
46
$4.19K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 14.61% |
$2.32K - $3.3K
|
353
$32.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
42+ 0.33% |
$2.16K - $3.08K
|
13K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
40+ 4.17% |
$2.06K - $2.94K
|
1K
$91.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 3.71% |
$1.75K - $2.49K
|
951
$86.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
31+ 1.1% |
$1.6K - $2.27K
|
2.86K
$260K
|