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 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.4KNew |
$133K - $271K
|
3.4K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.4K+ 62.82% |
$133K - $270K
|
8.81K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4KNew |
$133K - $270K
|
3.4K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$133K - $269K
|
3.38K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.32K+ 16.08% |
$130K - $264K
|
24K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.31K+ 7.03% |
$130K - $264K
|
50.4K
$4.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
3.3KNew |
$129K - $263K
|
3.3K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.3KNew |
$129K - $263K
|
3.3K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.23KNew |
$126K - $257K
|
3.23K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$126K - $255K
|
3.21K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.18KNew |
$125K - $253K
|
3.18K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.17KNew |
$124K - $252K
|
3.17K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.16KNew |
$124K - $252K
|
3.16K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$124K - $251K
|
3.15K
$287K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.15KNew |
$124K - $251K
|
3.15K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.14KNew |
$123K - $250K
|
3.14K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.14KNew |
$123K - $250K
|
3.14K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.1KNew |
$121K - $247K
|
3.1K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.09K+ 42.15% |
$121K - $246K
|
10.4K
$948K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.08KNew |
$121K - $245K
|
3.08K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
3.08KNew |
$121K - $245K
|
3.08K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.07KNew |
$120K - $244K
|
3.07K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.06KNew |
$120K - $243K
|
3.06K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.06KNew |
$120K - $243K
|
3.06K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.04KNew |
$119K - $242K
|
3.04K
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.03KNew |
$119K - $241K
|
3.03K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.98K+ 3.24% |
$117K - $237K
|
94.9K
$8.64M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.97K+ 49.27% |
$116K - $236K
|
9K
$820K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.95KNew |
$116K - $235K
|
2.95K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.95KNew |
$116K - $235K
|
2.95K
$268K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.95KNew |
$116K - $235K
|
2.95K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.93KNew |
$115K - $233K
|
2.93K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.92KNew |
$115K - $233K
|
2.92K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.91K+ 7.75% |
$114K - $232K
|
40.5K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.9KNew |
$114K - $231K
|
2.9K
$264K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.88KNew |
$113K - $229K
|
2.88K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.87K+ 8.31% |
$113K - $229K
|
37.4K
$3.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.87KNew |
$112K - $228K
|
2.87K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.85KNew |
$112K - $227K
|
2.85K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
2.84KNew |
$111K - $226K
|
2.84K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$110K - $224K
|
2.82K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.79KNew |
$109K - $222K
|
2.79K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.78KNew |
$109K - $221K
|
2.78K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.78K+ 1.33% |
$109K - $221K
|
211K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.77K+ 120.27% |
$108K - $220K
|
5.06K
$461K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$108K - $220K
|
2.76K
$252K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.75KNew |
$108K - $219K
|
2.75K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.75KNew |
$108K - $219K
|
2.75K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.74KNew |
$108K - $218K
|
2.74K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.74KNew |
$107K - $218K
|
2.74K
$249K
|