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 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-98- 1.82% |
$3.84K - $7.8K
|
5.28K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-99- 6.15% |
$3.88K - $7.88K
|
1.51K
$86.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 15.11% |
$3.92K - $7.96K
|
562
$32.2K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-100- 0.3% |
$3.92K - $7.96K
|
33.8K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-100- 19.53% |
$3.92K - $7.96K
|
412
$23.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 16.92% |
$3.92K - $7.96K
|
491
$28.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 0.48% |
$3.92K - $7.96K
|
20.6K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-100- 1.64% |
$3.92K - $7.96K
|
6K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-102- 14.01% |
$4K - $8.12K
|
626
$35.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-116- 1.03% |
$4.55K - $9.23K
|
11.2K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-120- 0.3% |
$4.71K - $9.55K
|
39.2K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-120- 30.53% |
$4.71K - $9.55K
|
273
$15.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-123- 10.83% |
$4.82K - $9.79K
|
1.01K
$58K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-138- 3.19% |
$5.41K - $11K
|
4.19K
$240K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-140- 78.21% |
$5.49K - $11.1K
|
39
$2.23K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-143- 0.43% |
$5.61K - $11.4K
|
33.3K
$1.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-147- 1.66% |
$5.77K - $11.7K
|
8.72K
$499K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-150- 5.45% |
$5.88K - $11.9K
|
2.6K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-155- 0.87% |
$6.08K - $12.3K
|
17.6K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-158- 49.69% |
$6.2K - $12.6K
|
160
$9.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-164- 88.65% |
$6.43K - $13.1K
|
21
$1.2K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-165- 2.59% |
$6.47K - $13.1K
|
6.22K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-171- 2.85% |
$6.71K - $13.6K
|
5.84K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-171- 0.93% |
$6.71K - $13.6K
|
18.1K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-174- 1.94% |
$6.82K - $13.9K
|
8.77K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-177- 1.49% |
$6.94K - $14.1K
|
11.7K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-188- 1.59% |
$7.37K - $15K
|
11.7K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-194- 7.27% |
$7.61K - $15.4K
|
2.48K
$142K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-217- 2.94% |
$8.51K - $17.3K
|
7.16K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-225- 25.0% |
$8.82K - $17.9K
|
675
$38.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-248- 4.27% |
$9.73K - $19.7K
|
5.56K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-260- 87.25% |
$10.2K - $20.7K
|
38
$2.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-275- 52.58% |
$10.8K - $21.9K
|
248
$14.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-275- 4.39% |
$10.8K - $21.9K
|
5.99K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-295- 1.54% |
$11.6K - $23.5K
|
18.9K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 28.68% |
$11.8K - $23.9K
|
746
$42.7K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-320- 16.6% |
$12.6K - $25.5K
|
1.61K
$92K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-325- 92.86% |
$12.7K - $25.9K
|
25
$1.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-339- 26.24% |
$13.3K - $27K
|
953
$54.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-356- 4.04% |
$14K - $28.3K
|
8.46K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-358- 6.05% |
$14K - $28.5K
|
5.56K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-360- 4.25% |
$14.1K - $28.7K
|
8.11K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-368- 56.27% |
$14.4K - $29.3K
|
286
$16.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-371- 4.44% |
$14.6K - $29.5K
|
7.99K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-375- 1.0% |
$14.7K - $29.8K
|
37K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-375- 10.7% |
$14.7K - $29.8K
|
3.13K
$179K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-388- 4.23% |
$15.2K - $30.9K
|
8.79K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-396- 2.94% |
$15.5K - $31.5K
|
13.1K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-397- 81.52% |
$15.6K - $31.6K
|
90
$5.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-406- 4.95% |
$15.9K - $32.3K
|
7.79K
$446K
|