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 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.72K+ 56.87% |
$107K - $217K
|
7.51K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.69K+ 18.03% |
$106K - $214K
|
17.6K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$104K - $211K
|
2.65K
$241K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.65K+ 42.21% |
$104K - $211K
|
8.92K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$103K - $209K
|
2.62K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.61KNew |
$103K - $208K
|
2.61K
$238K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.61KNew |
$102K - $208K
|
2.61K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.61K+ 48.98% |
$102K - $208K
|
7.93K
$722K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.6KNew |
$102K - $207K
|
2.6K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
2.6KNew |
$102K - $207K
|
2.6K
$237K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
2.6KNew |
$102K - $207K
|
2.6K
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.58K+ 31.35% |
$101K - $205K
|
10.8K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$99K - $201K
|
2.52K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 0.91% |
$98.8K - $201K
|
279K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.5K+ 45.05% |
$98.1K - $199K
|
8.05K
$733K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.49K+ 27677.78% |
$97.7K - $198K
|
2.5K
$228K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.47KNew |
$96.7K - $196K
|
2.47K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.45K+ 14.66% |
$96K - $195K
|
19.1K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.42K+ 5.31% |
$94.8K - $192K
|
48K
$4.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.39K+ 73.36% |
$93.9K - $190K
|
5.66K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.35K+ 0.99% |
$92.2K - $187K
|
241K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.25K+ 15.02% |
$88.4K - $179K
|
17.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.24K+ 41.28% |
$87.9K - $178K
|
7.67K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 39.26% |
$85.7K - $174K
|
7.75K
$706K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12KNew |
$83K - $168K
|
2.12K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.11K+ 8.08% |
$82.8K - $168K
|
28.3K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.11K+ 12.22% |
$82.6K - $168K
|
19.3K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.1K+ 11.2% |
$82.4K - $167K
|
20.9K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.07K+ 18.01% |
$81.3K - $165K
|
13.6K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
2KNew |
$78.3K - $159K
|
2K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.99K+ 43.25% |
$78.1K - $158K
|
6.59K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.91K+ 16.34% |
$74.9K - $152K
|
13.6K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 12.8% |
$74.4K - $151K
|
16.7K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
1.87K+ 7.82% |
$73.3K - $149K
|
25.8K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.78K+ 8.38% |
$70K - $142K
|
23.1K
$2.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.73K+ 31.75% |
$67.7K - $137K
|
7.17K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.69KNew |
$66.3K - $135K
|
1.69K
$154K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 21.37% |
$66K - $134K
|
9.57K
$871K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.65KNew |
$64.6K - $131K
|
1.65K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.63K+ 3.58% |
$63.8K - $130K
|
47K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.62K+ 33.14% |
$63.5K - $129K
|
6.51K
$593K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.62K+ 33.14% |
$63.5K - $129K
|
6.51K
$593K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.58K+ 114.12% |
$62.1K - $126K
|
2.97K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.56K+ 6.57% |
$61.3K - $124K
|
25.3K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56K+ 2.35% |
$61.3K - $124K
|
68.1K
$6.2M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.46KNew |
$57.1K - $116K
|
1.46K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38K+ 11.26% |
$54.3K - $110K
|
13.7K
$1.25M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.3KNew |
$50.9K - $103K
|
1.3K
$118K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.28K+ 850.0% |
$50K - $101K
|
1.43K
$130K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.18K+ 25.61% |
$46.4K - $94.2K
|
5.81K
$529K
|