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 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-524- 47.77% |
$20.6K - $41.7K
|
573
$52.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-530- 10.06% |
$20.8K - $42.2K
|
4.74K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-530- 0.89% |
$20.8K - $42.2K
|
59.3K
$5.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-537- 21.58% |
$21.1K - $42.7K
|
1.95K
$178K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-544- 2.49% |
$21.3K - $43.3K
|
21.3K
$1.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-550- 9.2% |
$21.6K - $43.8K
|
5.43K
$495K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-564- 3.24% |
$22.1K - $44.9K
|
16.9K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-601- 20.84% |
$23.6K - $47.8K
|
2.28K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-605- 8.35% |
$23.7K - $48.2K
|
6.64K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-605- 10.06% |
$23.7K - $48.2K
|
5.41K
$492K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-611- 6.81% |
$24K - $48.6K
|
8.36K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-612- 3.8% |
$24K - $48.7K
|
15.5K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-645- 11.55% |
$25.3K - $51.3K
|
4.94K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-661- 10.45% |
$25.9K - $52.6K
|
5.66K
$516K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-702- 4.29% |
$27.5K - $55.9K
|
15.7K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-711- 2.52% |
$27.9K - $56.6K
|
27.5K
$2.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-712- 64.55% |
$27.9K - $56.7K
|
391
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-736- 9.84% |
$28.9K - $58.6K
|
6.74K
$614K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-740- 15.16% |
$29K - $58.9K
|
4.14K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-750- 14.65% |
$29.4K - $59.7K
|
4.37K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-759- 10.48% |
$29.8K - $60.4K
|
6.48K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-766- 9.61% |
$30K - $61K
|
7.21K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-799- 55.72% |
$31.3K - $63.6K
|
635
$57.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-821- 86.51% |
$32.2K - $65.4K
|
128
$11.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-829- 11.79% |
$32.5K - $66K
|
6.2K
$565K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-855- 11.91% |
$33.5K - $68.1K
|
6.33K
$576K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-900- 5.35% |
$35.3K - $71.6K
|
15.9K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-921- 2.73% |
$36.1K - $73.3K
|
32.8K
$2.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-930- 11.41% |
$36.5K - $74K
|
7.22K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-938- 16.66% |
$36.8K - $74.7K
|
4.69K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-940- 64.87% |
$36.9K - $74.8K
|
509
$46.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-972- 10.65% |
$38.1K - $77.4K
|
8.16K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-987- 13.49% |
$38.7K - $78.6K
|
6.33K
$576K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-990- 10.4% |
$38.8K - $78.8K
|
8.53K
$777K
|
|
|
Aug 19, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1K- 2.3% |
$39.2K - $79.6K
|
42.4K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1K- 14.19% |
$39.2K - $79.6K
|
6.05K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1K- 2.3% |
$39.2K - $79.6K
|
42.4K
$3.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1K- 6.53% |
$39.2K - $79.6K
|
14.3K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 19.52% |
$39.4K - $79.9K
|
4.14K
$377K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.03K- 95.1% |
$40.4K - $81.9K
|
53
$4.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 36.01% |
$42.7K - $86.8K
|
1.94K
$176K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.09K- 36.01% |
$42.7K - $86.8K
|
1.94K
$176K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.1K- 32.71% |
$43.3K - $87.8K
|
2.27K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.1K- 11.45% |
$43.3K - $87.8K
|
8.53K
$777K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.1K- 4.67% |
$43.3K - $87.9K
|
22.5K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 10.69% |
$43.6K - $88.5K
|
9.3K
$847K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.13K- 8.19% |
$44.4K - $90.1K
|
12.7K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.14K- 4.62% |
$44.6K - $90.5K
|
23.4K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 5.42% |
$46.4K - $94.2K
|
20.6K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.18K- 10.15% |
$46.4K - $94.2K
|
10.5K
$954K
|