Purchases and Sales Made in Q1 2023 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-189- 7.61% |
$11.5K - $16.7K
|
2.29K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-200- 3.89% |
$12.1K - $17.7K
|
4.94K
$450K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 25.94% |
$12.1K - $17.7K
|
571
$52K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-200- 11.5% |
$12.1K - $17.7K
|
1.54K
$140K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-204- 0.81% |
$12.4K - $18K
|
25.1K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-205- 2.11% |
$12.4K - $18.1K
|
9.52K
$867K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-212- 6.2% |
$12.9K - $18.7K
|
3.21K
$292K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-220- 46.22% |
$13.3K - $19.5K
|
256
$23.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-229- 64.69% |
$13.9K - $20.2K
|
125
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-243- 1.87% |
$14.7K - $21.5K
|
12.7K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-266- 2.92% |
$16.1K - $23.5K
|
8.84K
$805K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-275- 15.71% |
$16.7K - $24.3K
|
1.48K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-277- 3.02% |
$16.8K - $24.5K
|
8.89K
$810K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-300- 3.56% |
$18.2K - $26.5K
|
8.14K
$741K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-305- 4.35% |
$18.5K - $27K
|
6.71K
$611K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-306- 5.87% |
$18.6K - $27.1K
|
4.91K
$447K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-323- 11.52% |
$19.6K - $28.6K
|
2.48K
$226K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-331- 6.96% |
$20.1K - $29.3K
|
4.42K
$403K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-347- 2.55% |
$21.1K - $30.7K
|
13.2K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-350- 5.24% |
$21.2K - $30.9K
|
6.32K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-381- 15.6% |
$23.1K - $33.7K
|
2.06K
$188K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-406- 18.73% |
$24.6K - $35.9K
|
1.76K
$160K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-413- 6.49% |
$25.1K - $36.5K
|
5.95K
$542K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-480- 8.33% |
$29.1K - $42.4K
|
5.28K
$481K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-494- 0.76% |
$30K - $43.7K
|
64.8K
$5.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-500- 26.6% |
$30.3K - $44.2K
|
1.38K
$126K
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-514- 2.26% |
$31.2K - $45.4K
|
22.2K
$2.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-522- 13.89% |
$31.7K - $46.2K
|
3.24K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-524- 3.33% |
$31.8K - $46.3K
|
15.2K
$1.39M
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-538- 26.19% |
$32.6K - $47.6K
|
1.52K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-547- 23.42% |
$33.2K - $48.4K
|
1.79K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-555- 5.65% |
$33.7K - $49.1K
|
9.28K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-564- 3.02% |
$34.2K - $49.9K
|
18.1K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-571- 5.37% |
$34.6K - $50.5K
|
10.1K
$917K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-590- 7.18% |
$35.8K - $52.2K
|
7.63K
$695K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-600- 22.31% |
$36.4K - $53K
|
2.09K
$190K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-619- 7.24% |
$37.6K - $54.7K
|
7.93K
$722K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-641- 10.02% |
$38.9K - $56.7K
|
5.76K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-671- 1.05% |
$40.7K - $59.3K
|
63.1K
$5.75M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-750- 7.38% |
$45.5K - $66.3K
|
9.41K
$857K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-763- 5.48% |
$46.3K - $67.5K
|
13.2K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-766- 7.54% |
$46.5K - $67.7K
|
9.39K
$855K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-800- 1.63% |
$48.5K - $70.7K
|
48.3K
$4.4M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-804- 39.68% |
$48.8K - $71.1K
|
1.22K
$111K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-832- 6.87% |
$50.5K - $73.6K
|
11.3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-855- 22.45% |
$51.9K - $75.6K
|
2.95K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-888- 4.01% |
$53.9K - $78.5K
|
21.2K
$1.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-924- 15.07% |
$56.1K - $81.7K
|
5.21K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-940- 20.62% |
$57K - $83.1K
|
3.62K
$330K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-962- 74.69% |
$58.4K - $85.1K
|
326
$29.7K
|