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 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.78K+ 30.67% |
$344K - $699K
|
37.4K
$3.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.59K+ 1.83% |
$337K - $684K
|
477K
$43.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.58KNew |
$336K - $683K
|
8.58K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.53K+ 4.49% |
$334K - $679K
|
198K
$18.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.51K+ 55.62% |
$334K - $677K
|
23.8K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
8.34K+ 44.06% |
$327K - $664K
|
27.3K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.29KNew |
$325K - $660K
|
8.29K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.28KNew |
$325K - $659K
|
8.28K
$754K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.09K+ 9.28% |
$317K - $644K
|
95.3K
$8.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
8KNew |
$314K - $637K
|
8K
$729K
|
|
|
Feb 08, 2024
Q4 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
8K+ 64.0% |
$314K - $637K
|
20.5K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8K+ 83.54% |
$314K - $636K
|
17.6K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.98KNew |
$313K - $635K
|
7.98K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.75K+ 28.19% |
$304K - $617K
|
35.2K
$3.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.68KNew |
$301K - $611K
|
7.68K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.54K+ 28.02% |
$296K - $600K
|
34.4K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
BUY
|
- |
7.19K+ 6.22% |
$282K - $572K
|
123K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.13K+ 63.18% |
$280K - $568K
|
18.4K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.03K+ 24.68% |
$276K - $559K
|
35.5K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
6.74K+ 136.59% |
$264K - $536K
|
11.7K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.62KNew |
$259K - $527K
|
6.62K
$602K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
6.37KNew |
$250K - $507K
|
6.37K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6.3KNew |
$247K - $502K
|
6.3K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.24K+ 10.23% |
$245K - $497K
|
67.3K
$6.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.11K+ 131.42% |
$240K - $486K
|
10.8K
$980K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
6.1KNew |
$239K - $486K
|
6.1K
$556K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.82KNew |
$228K - $463K
|
5.82K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
5.72KNew |
$224K - $456K
|
5.72K
$521K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.5K+ 0.65% |
$216K - $438K
|
846K
$77.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.49KNew |
$215K - $437K
|
5.49K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.36KNew |
$210K - $426K
|
5.36K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.36KNew |
$210K - $426K
|
5.36K
$488K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$205K - $416K
|
5.23K
$476K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.21KNew |
$204K - $415K
|
5.21K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.21KNew |
$204K - $415K
|
5.21K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
5.19KNew |
$203K - $413K
|
5.19K
$472K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.17K+ 5.17% |
$203K - $411K
|
105K
$9.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.12KNew |
$201K - $408K
|
5.12K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.99KNew |
$196K - $397K
|
4.99K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.93KNew |
$193K - $393K
|
4.93K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.93KNew |
$193K - $392K
|
4.93K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
4.92K+ 6.01% |
$193K - $391K
|
86.7K
$7.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.9KNew |
$192K - $390K
|
4.9K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
4.87KNew |
$191K - $387K
|
4.87K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
4.8K+ 34.93% |
$188K - $382K
|
18.6K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.77KNew |
$187K - $380K
|
4.77K
$434K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.77KNew |
$187K - $379K
|
4.77K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
4.73KNew |
$185K - $376K
|
4.73K
$430K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.67KNew |
$183K - $372K
|
4.67K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.63KNew |
$182K - $369K
|
4.63K
$422K
|