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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50+ 147.06% |
$1.96K - $3.98K
|
84
$7.65K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$1.96K - $3.98K
|
50
$4.55K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 50.0% |
$1.96K - $3.98K
|
150
$13.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 4.75% |
$1.96K - $3.98K
|
1.1K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 6.62% |
$1.92K - $3.9K
|
789
$71.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
43New |
$1.69K - $3.42K
|
43
$3.92K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 1.39% |
$1.57K - $3.18K
|
2.92K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35New |
$1.37K - $2.79K
|
35
$3.19K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33+ 3.29% |
$1.29K - $2.63K
|
1.04K
$94.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
30+ 0.05% |
$1.18K - $2.39K
|
64.6K
$5.89M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
30New |
$1.18K - $2.39K
|
30
$2.73K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
29New |
$1.14K - $2.31K
|
29
$2.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
28+ 0.2% |
$1.1K - $2.23K
|
14.1K
$1.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
27+ 385.71% |
$1.06K - $2.15K
|
34
$3.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25New |
$981 - $1.99K
|
25
$2.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
25New |
$981 - $1.99K
|
25
$2.28K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
23+ 0.13% |
$902 - $1.83K
|
17.5K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 8.75% |
$902 - $1.83K
|
286
$26K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
22+ 22.45% |
$863 - $1.75K
|
120
$10.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 31.34% |
$824 - $1.67K
|
88
$8.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20New |
$784 - $1.59K
|
20
$1.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 13.7% |
$784 - $1.59K
|
166
$15.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
19+ 8.64% |
$745 - $1.51K
|
239
$21.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
18New |
$706 - $1.43K
|
18
$1.64K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
18New |
$706 - $1.43K
|
18
$1.64K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17New |
$667 - $1.35K
|
17
$1.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
16New |
$628 - $1.27K
|
16
$1.46K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13New |
$510 - $1.03K
|
13
$1.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12+ 10.71% |
$471 - $955
|
124
$11.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 50.0% |
$431 - $876
|
33
$3.01K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
10+ 0.99% |
$392 - $796
|
1.02K
$93.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 13.33% |
$392 - $796
|
85
$7.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$392 - $796
|
10
$911
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$392 - $796
|
10
$911
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.45% |
$353 - $716
|
2K
$182K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
9+ 0.15% |
$353 - $716
|
5.85K
$532K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
8New |
$314 - $637
|
8
$729
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
8New |
$314 - $637
|
8
$729
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
8+ 0.16% |
$314 - $637
|
5.1K
$464K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.55% |
$235 - $478
|
1.1K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5+ 1.37% |
$196 - $398
|
370
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4New |
$157 - $318
|
4
$364
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
4+ 0.08% |
$157 - $318
|
5.09K
$464K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 60.0% |
$118 - $239
|
8
$729
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 14.29% |
$78.4 - $159
|
16
$1.46K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$39.2 - $79.6
|
7.52K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.01% |
$39.2 - $79.6
|
7.32K
$667K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 0.1% |
$39.2 - $79.6
|
1K
$91.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 33.33% |
$118 - $239
|
6
$546
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 7.32% |
$118 - $239
|
38
$3.46K
|