Purchases and Sales Made in Q4 2023 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q4 2023. 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 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
270+ 12.54% |
$10.6K - $21.5K
|
2.42K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
258+ 33.42% |
$10.1K - $20.5K
|
1.03K
$93.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
257+ 4.16% |
$10.1K - $20.5K
|
6.44K
$586K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
256+ 72.32% |
$10K - $20.4K
|
610
$55.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
247+ 43.33% |
$9.69K - $19.7K
|
817
$74.4K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
242New |
$9.49K - $19.3K
|
242
$22K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$9.18K - $18.6K
|
234
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
221+ 2.48% |
$8.67K - $17.6K
|
9.13K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
220+ 2.04% |
$8.63K - $17.5K
|
11K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
217+ 3.85% |
$8.51K - $17.3K
|
5.86K
$534K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
209+ 0.37% |
$8.2K - $16.6K
|
57.2K
$5.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
209+ 204.9% |
$8.2K - $16.6K
|
311
$28.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
209+ 4.58% |
$8.2K - $16.6K
|
4.77K
$435K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
200+ 3.86% |
$7.84K - $15.9K
|
5.38K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
200New |
$7.84K - $15.9K
|
200
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 5.26% |
$7.84K - $15.9K
|
4K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
190+ 172.73% |
$7.45K - $15.1K
|
300
$27.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
180+ 2.93% |
$7.06K - $14.3K
|
6.33K
$576K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
175New |
$6.86K - $13.9K
|
175
$15.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
172+ 38.74% |
$6.75K - $13.7K
|
616
$56.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 26.77% |
$6.67K - $13.5K
|
805
$73.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
143New |
$5.61K - $11.4K
|
143
$13K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
142+ 5.77% |
$5.57K - $11.3K
|
2.61K
$237K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
140New |
$5.49K - $11.1K
|
140
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
135+ 0.02% |
$5.29K - $10.7K
|
552K
$50.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
129+ 0.26% |
$5.06K - $10.3K
|
50.1K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
122New |
$4.78K - $9.71K
|
122
$11.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
119+ 14.34% |
$4.67K - $9.47K
|
949
$86.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
118+ 0.21% |
$4.63K - $9.39K
|
56.8K
$5.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
113+ 89.68% |
$4.43K - $8.99K
|
239
$21.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
112+ 2.13% |
$4.39K - $8.92K
|
5.37K
$489K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
109+ 23.9% |
$4.27K - $8.68K
|
565
$51.5K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
109+ 23.9% |
$4.27K - $8.68K
|
565
$51.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
107+ 368.97% |
$4.2K - $8.52K
|
136
$12.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
105+ 700.0% |
$4.12K - $8.36K
|
120
$10.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
100New |
$3.92K - $7.96K
|
100
$9.11K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
93+ 4650.0% |
$3.65K - $7.4K
|
95
$8.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
93New |
$3.65K - $7.4K
|
93
$8.47K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
90+ 1.78% |
$3.53K - $7.16K
|
5.13K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
88+ 43.35% |
$3.45K - $7K
|
291
$26.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
82+ 0.38% |
$3.22K - $6.53K
|
21.7K
$1.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
82+ 1.42% |
$3.22K - $6.53K
|
5.85K
$533K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
80+ 190.48% |
$3.14K - $6.37K
|
122
$11.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
80New |
$3.14K - $6.37K
|
80
$7.29K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
79New |
$3.1K - $6.29K
|
79
$7.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
73+ 292.0% |
$2.86K - $5.81K
|
98
$8.93K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
72+ 11.63% |
$2.82K - $5.73K
|
691
$62.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
58New |
$2.27K - $4.62K
|
58
$5.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
54+ 200.0% |
$2.12K - $4.3K
|
81
$7.38K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$1.96K - $3.98K
|
50
$4.55K
|