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 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$181K - $368K
|
4.62K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.6KNew |
$180K - $366K
|
4.6K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.58KNew |
$180K - $365K
|
4.58K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.52KNew |
$177K - $359K
|
4.52K
$411K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.43KNew |
$174K - $353K
|
4.43K
$403K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$173K - $352K
|
4.42K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
4.32KNew |
$170K - $344K
|
4.32K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$169K - $343K
|
4.31K
$392K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
4.3K+ 238.93% |
$168K - $342K
|
6.09K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.28K+ 308.95% |
$168K - $341K
|
5.66K
$516K
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
4.27KNew |
$167K - $340K
|
4.27K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
4.27K+ 1.6% |
$167K - $340K
|
271K
$24.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.25KNew |
$167K - $338K
|
4.25K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
4.25KNew |
$166K - $338K
|
4.25K
$387K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.15KNew |
$163K - $330K
|
4.15K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.11KNew |
$161K - $327K
|
4.11K
$375K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.11KNew |
$161K - $327K
|
4.11K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
4.1KNew |
$161K - $327K
|
4.1K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.07KNew |
$160K - $324K
|
4.07K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.06KNew |
$159K - $323K
|
4.06K
$370K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.04KNew |
$158K - $322K
|
4.04K
$368K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.04KNew |
$158K - $321K
|
4.04K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.03KNew |
$158K - $321K
|
4.03K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$158K - $320K
|
4.03K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.02KNew |
$157K - $320K
|
4.02K
$366K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.99KNew |
$156K - $318K
|
3.99K
$363K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.98K+ 6.74% |
$156K - $317K
|
63.1K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.98K+ 33.09% |
$156K - $317K
|
16K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
3.93KNew |
$154K - $313K
|
3.93K
$358K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.91K+ 1.46% |
$153K - $311K
|
272K
$24.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.88KNew |
$152K - $308K
|
3.88K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.86KNew |
$151K - $307K
|
3.86K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.85K+ 1.85% |
$151K - $307K
|
212K
$19.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.84KNew |
$151K - $306K
|
3.84K
$350K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.84KNew |
$151K - $306K
|
3.84K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.83K+ 17.14% |
$150K - $305K
|
26.2K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.77KNew |
$148K - $300K
|
3.77K
$343K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.67KNew |
$144K - $292K
|
3.67K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
3.67KNew |
$144K - $292K
|
3.67K
$334K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.59KNew |
$141K - $286K
|
3.59K
$327K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.58KNew |
$140K - $285K
|
3.58K
$326K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
3.56KNew |
$140K - $283K
|
3.56K
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
3.55KNew |
$139K - $283K
|
3.55K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.55KNew |
$139K - $282K
|
3.55K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.54KNew |
$139K - $282K
|
3.54K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.53KNew |
$139K - $281K
|
3.53K
$322K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.48K+ 21.87% |
$136K - $277K
|
19.4K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.48KNew |
$136K - $277K
|
3.48K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.43K+ 31.79% |
$134K - $273K
|
14.2K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.42KNew |
$134K - $272K
|
3.42K
$311K
|