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 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-120- 30.53% |
$4.71K - $9.55K
|
273
$24.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-120- 0.3% |
$4.71K - $9.55K
|
39.2K
$3.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-123- 10.83% |
$4.82K - $9.79K
|
1.01K
$92.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-138- 3.19% |
$5.41K - $11K
|
4.19K
$382K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-140- 78.21% |
$5.49K - $11.1K
|
39
$3.55K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-143- 0.43% |
$5.61K - $11.4K
|
33.3K
$3.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-147- 1.66% |
$5.77K - $11.7K
|
8.72K
$794K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-150- 5.45% |
$5.88K - $11.9K
|
2.6K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-155- 0.87% |
$6.08K - $12.3K
|
17.6K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-158- 49.69% |
$6.2K - $12.6K
|
160
$14.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-164- 88.65% |
$6.43K - $13.1K
|
21
$1.91K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-165- 2.59% |
$6.47K - $13.1K
|
6.22K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-171- 0.93% |
$6.71K - $13.6K
|
18.1K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-171- 2.85% |
$6.71K - $13.6K
|
5.84K
$532K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-174- 1.94% |
$6.82K - $13.9K
|
8.77K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-177- 1.49% |
$6.94K - $14.1K
|
11.7K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-188- 1.59% |
$7.37K - $15K
|
11.7K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-194- 7.27% |
$7.61K - $15.4K
|
2.48K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-217- 2.94% |
$8.51K - $17.3K
|
7.16K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-225- 25.0% |
$8.82K - $17.9K
|
675
$61.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-248- 4.27% |
$9.73K - $19.7K
|
5.56K
$506K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-260- 87.25% |
$10.2K - $20.7K
|
38
$3.46K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-275- 4.39% |
$10.8K - $21.9K
|
5.99K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-275- 52.58% |
$10.8K - $21.9K
|
248
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-295- 1.54% |
$11.6K - $23.5K
|
18.9K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 28.68% |
$11.8K - $23.9K
|
746
$67.9K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-320- 16.6% |
$12.6K - $25.5K
|
1.61K
$146K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-325- 92.86% |
$12.7K - $25.9K
|
25
$2.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-339- 26.24% |
$13.3K - $27K
|
953
$86.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-356- 4.04% |
$14K - $28.3K
|
8.46K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-358- 6.05% |
$14K - $28.5K
|
5.56K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-360- 4.25% |
$14.1K - $28.7K
|
8.11K
$739K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-368- 56.27% |
$14.4K - $29.3K
|
286
$26K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-371- 4.44% |
$14.6K - $29.5K
|
7.99K
$728K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-375- 1.0% |
$14.7K - $29.8K
|
37K
$3.37M
|
|
|
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
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-388- 4.23% |
$15.2K - $30.9K
|
8.79K
$800K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-396- 2.94% |
$15.5K - $31.5K
|
13.1K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-397- 81.52% |
$15.6K - $31.6K
|
90
$8.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-406- 4.95% |
$15.9K - $32.3K
|
7.79K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-406- 0.7% |
$15.9K - $32.3K
|
57.3K
$5.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-418- 3.63% |
$16.4K - $33.3K
|
11.1K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-448Closed |
$17.6K - $35.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-453- 1.25% |
$17.8K - $36.1K
|
35.8K
$3.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-466- 8.13% |
$18.3K - $37.1K
|
5.27K
$480K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-466- 5.08% |
$18.3K - $37.1K
|
8.72K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-478- 4.96% |
$18.7K - $38K
|
9.17K
$835K
|
|
|
Feb 08, 2024
Q4 2023
|
Lane Generational LLC
|
SELL
|
- |
-503- 0.7% |
$19.7K - $40K
|
71.6K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-505- 0.85% |
$19.8K - $40.2K
|
59.1K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-519- 30.73% |
$20.4K - $41.3K
|
1.17K
$107K
|