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 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4New |
$157 - $318
|
4
$229
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 60.0% |
$118 - $239
|
8
$458
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 14.29% |
$78.4 - $159
|
16
$916
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.01% |
$39.2 - $79.6
|
7.32K
$419K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$39.2 - $79.6
|
22.5K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$39.2 - $79.6
|
7.52K
$430K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 0.1% |
$39.2 - $79.6
|
1K
$57.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 7.32% |
$118 - $239
|
38
$2.17K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 33.33% |
$118 - $239
|
6
$343
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 19.05% |
$157 - $318
|
17
$973
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 15.25% |
$353 - $716
|
50
$2.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10- 0.05% |
$392 - $796
|
18.8K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-11- 4.58% |
$431 - $876
|
229
$13.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-13- 1.28% |
$510 - $1.03K
|
1K
$57.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14- 0.64% |
$549 - $1.11K
|
2.17K
$124K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-15- 0.12% |
$588 - $1.19K
|
12.5K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-15- 0.28% |
$588 - $1.19K
|
5.29K
$303K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 10.06% |
$628 - $1.27K
|
143
$8.18K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-16- 1.57% |
$628 - $1.27K
|
1K
$57.2K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-18- 50.0% |
$706 - $1.43K
|
18
$1.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 85.71% |
$941 - $1.91K
|
4
$229
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-26- 9.81% |
$1.02K - $2.07K
|
239
$13.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-27- 0.54% |
$1.06K - $2.15K
|
4.94K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-33- 20.89% |
$1.29K - $2.63K
|
125
$7.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.33% |
$1.33K - $2.71K
|
10.4K
$595K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 0.56% |
$1.37K - $2.79K
|
6.19K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-45- 0.43% |
$1.76K - $3.58K
|
10.4K
$596K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-46- 76.67% |
$1.8K - $3.66K
|
14
$801
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 12.11% |
$1.96K - $3.98K
|
363
$20.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-51- 1.32% |
$2K - $4.06K
|
3.81K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-51- 50.5% |
$2K - $4.06K
|
50
$2.86K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-54- 10.27% |
$2.12K - $4.3K
|
472
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58- 3.35% |
$2.27K - $4.62K
|
1.67K
$95.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-61- 0.18% |
$2.39K - $4.86K
|
34.3K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$2.59K - $5.25K
|
7.93K
$454K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-68- 1.67% |
$2.67K - $5.41K
|
4K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 29.54% |
$2.75K - $5.57K
|
167
$9.56K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-71- 74.74% |
$2.78K - $5.65K
|
24
$1.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-71- 74.74% |
$2.78K - $5.65K
|
24
$1.37K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-71- 1.07% |
$2.78K - $5.65K
|
6.55K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-73- 0.92% |
$2.86K - $5.81K
|
7.89K
$451K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
SELL
|
- |
-74- 0.37% |
$2.9K - $5.89K
|
20.1K
$1.15M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-78- 23.78% |
$3.06K - $6.21K
|
250
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-80- 4.21% |
$3.14K - $6.37K
|
1.82K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-80- 0.28% |
$3.14K - $6.37K
|
28.1K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-82- 13.95% |
$3.22K - $6.53K
|
506
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-82- 49.4% |
$3.22K - $6.53K
|
84
$4.81K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-83- 3.16% |
$3.26K - $6.61K
|
2.55K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 1.66% |
$3.69K - $7.48K
|
5.55K
$318K
|