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 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.1K+ 7.03% |
$43.2K - $87.7K
|
16.8K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08K+ 14.3% |
$42.5K - $86.2K
|
8.66K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.04KNew |
$40.6K - $82.5K
|
1.04K
$94.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.01K+ 12.88% |
$39.7K - $80.5K
|
8.86K
$807K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1KNew |
$39.2K - $79.6K
|
1K
$91.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
975+ 2.69% |
$38.2K - $77.6K
|
37.2K
$3.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
965New |
$37.8K - $76.8K
|
965
$87.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
930+ 38.54% |
$36.5K - $74K
|
3.34K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
879+ 3995.45% |
$34.5K - $70K
|
901
$82.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
791New |
$31K - $63K
|
791
$72K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
790+ 25.9% |
$31K - $62.9K
|
3.84K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
790+ 1.91% |
$31K - $62.9K
|
42.2K
$3.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
775+ 51.02% |
$30.4K - $61.7K
|
2.29K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
754+ 3.94% |
$29.6K - $60K
|
19.9K
$1.81M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
727+ 7.47% |
$28.5K - $57.9K
|
10.5K
$952K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
714+ 8.07% |
$28K - $56.8K
|
9.57K
$871K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
691+ 7.05% |
$27.1K - $55K
|
10.5K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
647New |
$25.4K - $51.5K
|
647
$58.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
638+ 10.91% |
$25K - $50.8K
|
6.49K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
592+ 12.35% |
$23.2K - $47.1K
|
5.39K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
582+ 0.77% |
$22.8K - $46.3K
|
76.6K
$6.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
579+ 9.75% |
$22.7K - $46.1K
|
6.52K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
544+ 11.82% |
$21.3K - $43.3K
|
5.15K
$469K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
542+ 90.33% |
$21.3K - $43.1K
|
1.14K
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
527+ 0.34% |
$20.7K - $41.9K
|
155K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.54% |
$19.6K - $39.8K
|
93.8K
$8.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
499+ 2.92% |
$19.6K - $39.7K
|
17.6K
$1.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
486New |
$19.1K - $38.7K
|
486
$44.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
463New |
$18.2K - $36.9K
|
463
$42.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
463+ 4.31% |
$18.2K - $36.9K
|
11.2K
$1.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
459+ 64.83% |
$18K - $36.5K
|
1.17K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
450New |
$17.6K - $35.8K
|
450
$41K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
440+ 1.65% |
$17.3K - $35K
|
27.1K
$2.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
429+ 2.5% |
$16.8K - $34.1K
|
17.6K
$1.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
422+ 2344.44% |
$16.6K - $33.6K
|
440
$40.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
420+ 12.99% |
$16.5K - $33.4K
|
3.65K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
419+ 419.0% |
$16.4K - $33.4K
|
519
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
418New |
$16.4K - $33.3K
|
418
$38.1K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$15.7K - $31.8K
|
400
$36.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
385+ 7.37% |
$15.1K - $30.6K
|
5.61K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
358+ 21.46% |
$14K - $28.5K
|
2.03K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
354+ 1.79% |
$13.9K - $28.2K
|
20.1K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
338+ 1.64% |
$13.3K - $26.9K
|
20.9K
$1.91M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
327+ 2.31% |
$12.8K - $26K
|
14.5K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
312+ 843.24% |
$12.2K - $24.8K
|
349
$31.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$12.2K - $24.8K
|
312
$28.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
311+ 21.78% |
$12.2K - $24.8K
|
1.74K
$158K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
301New |
$11.8K - $24K
|
301
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
280New |
$11K - $22.3K
|
280
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
275+ 3.6% |
$10.8K - $21.9K
|
7.91K
$721K
|