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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 19.05% |
$157 - $318
|
17
$1.55K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 15.25% |
$353 - $716
|
50
$4.55K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10- 0.05% |
$392 - $796
|
18.8K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-11- 4.58% |
$431 - $876
|
229
$20.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-13- 1.28% |
$510 - $1.03K
|
1K
$91.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14- 0.64% |
$549 - $1.11K
|
2.17K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-15- 0.28% |
$588 - $1.19K
|
5.29K
$482K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-15- 0.12% |
$588 - $1.19K
|
12.5K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-16- 1.57% |
$628 - $1.27K
|
1K
$91.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 10.06% |
$628 - $1.27K
|
143
$13K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-18- 50.0% |
$706 - $1.43K
|
18
$1.64K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 85.71% |
$941 - $1.91K
|
4
$364
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-26- 9.81% |
$1.02K - $2.07K
|
239
$21.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-27- 0.54% |
$1.06K - $2.15K
|
4.94K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-33- 20.89% |
$1.29K - $2.63K
|
125
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.33% |
$1.33K - $2.71K
|
10.4K
$947K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 0.56% |
$1.37K - $2.79K
|
6.19K
$564K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-45- 0.43% |
$1.76K - $3.58K
|
10.4K
$949K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-46- 76.67% |
$1.8K - $3.66K
|
14
$1.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 12.11% |
$1.96K - $3.98K
|
363
$33.1K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-51- 50.5% |
$2K - $4.06K
|
50
$4.55K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-51- 1.32% |
$2K - $4.06K
|
3.81K
$347K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 10.27% |
$2.12K - $4.3K
|
472
$43K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58- 3.35% |
$2.27K - $4.62K
|
1.67K
$152K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-61- 0.18% |
$2.39K - $4.86K
|
34.3K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$2.59K - $5.25K
|
7.93K
$722K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-68- 1.67% |
$2.67K - $5.41K
|
4K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 29.54% |
$2.75K - $5.57K
|
167
$15.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-71- 74.74% |
$2.78K - $5.65K
|
24
$2.19K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-71- 74.74% |
$2.78K - $5.65K
|
24
$2.19K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-71- 1.07% |
$2.78K - $5.65K
|
6.55K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-73- 0.92% |
$2.86K - $5.81K
|
7.89K
$718K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
SELL
|
- |
-74- 0.37% |
$2.9K - $5.89K
|
20.1K
$1.83M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-78- 23.78% |
$3.06K - $6.21K
|
250
$22.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-80- 0.28% |
$3.14K - $6.37K
|
28.1K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-80- 4.21% |
$3.14K - $6.37K
|
1.82K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-82- 49.4% |
$3.22K - $6.53K
|
84
$7.65K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-82- 13.95% |
$3.22K - $6.53K
|
506
$46.1K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-83- 3.16% |
$3.26K - $6.61K
|
2.55K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 1.66% |
$3.69K - $7.48K
|
5.55K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-98- 1.82% |
$3.84K - $7.8K
|
5.28K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-99- 6.15% |
$3.88K - $7.88K
|
1.51K
$138K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-100- 0.3% |
$3.92K - $7.96K
|
33.8K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 16.92% |
$3.92K - $7.96K
|
491
$44.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 15.11% |
$3.92K - $7.96K
|
562
$51.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 0.48% |
$3.92K - $7.96K
|
20.6K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-100- 19.53% |
$3.92K - $7.96K
|
412
$37.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-100- 1.64% |
$3.92K - $7.96K
|
6K
$547K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-102- 14.01% |
$4K - $8.12K
|
626
$57K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-116- 1.03% |
$4.55K - $9.23K
|
11.2K
$1.02M
|