Purchases and Sales Made in Q2 2023 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-78- 0.01% |
$4.33K - $5.37K
|
578K
$51.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-78- 1.89% |
$4.33K - $5.37K
|
4.04K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-80- 1.46% |
$4.44K - $5.51K
|
5.4K
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-82- 0.4% |
$4.55K - $5.64K
|
20.2K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-85- 1.99% |
$4.72K - $5.85K
|
4.18K
$374K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-92- 4.84% |
$5.11K - $6.33K
|
1.81K
$162K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-93- 2.98% |
$5.17K - $6.4K
|
3.03K
$271K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-95- 1.58% |
$5.28K - $6.54K
|
5.92K
$530K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-95- 3.04% |
$5.28K - $6.54K
|
3.03K
$271K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-98- 1.04% |
$5.44K - $6.75K
|
9.35K
$837K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-98- 5.56% |
$5.44K - $6.75K
|
1.66K
$149K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 14.47% |
$5.55K - $6.88K
|
591
$52.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-103- 29.86% |
$5.72K - $7.09K
|
242
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-106- 31.27% |
$5.89K - $7.3K
|
233
$20.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-107- 55.44% |
$5.94K - $7.37K
|
86
$7.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-107- 85.6% |
$5.94K - $7.37K
|
18
$1.61K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-110- 35.71% |
$6.11K - $7.57K
|
198
$17.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-112- 2.16% |
$6.22K - $7.71K
|
5.08K
$454K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-113- 3.44% |
$6.28K - $7.78K
|
3.17K
$284K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-113- 47.48% |
$6.28K - $7.78K
|
125
$11.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-115- 1.28% |
$6.39K - $7.92K
|
8.87K
$794K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-124- 48.44% |
$6.89K - $8.54K
|
132
$11.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-125- 52.97% |
$6.94K - $8.61K
|
111
$9.93K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-128- 2.86% |
$7.11K - $8.81K
|
4.35K
$389K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-132- 49.44% |
$7.33K - $9.09K
|
135
$12.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-135- 12.0% |
$7.5K - $9.29K
|
990
$88.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-137- 2.3% |
$7.61K - $9.43K
|
5.81K
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
SELL
|
- |
-140- 1.53% |
$7.78K - $9.64K
|
9K
$806K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-140- 16.13% |
$7.78K - $9.64K
|
728
$65.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-146- 17.55% |
$8.11K - $10.1K
|
686
$61.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-151- 1.14% |
$8.39K - $10.4K
|
13.1K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-152- 2.36% |
$8.44K - $10.5K
|
6.28K
$562K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-155- 11.9% |
$8.61K - $10.7K
|
1.15K
$103K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-163- 0.83% |
$9.05K - $11.2K
|
19.6K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 2.86% |
$9.22K - $11.4K
|
5.65K
$505K
|
|
|
Aug 10, 2023
Q2 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
SELL
|
- |
-166- 0.45% |
$9.22K - $11.4K
|
37K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-167- 0.11% |
$9.28K - $11.5K
|
158K
$14.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-168- 22.67% |
$9.33K - $11.6K
|
573
$51.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-168- 2.95% |
$9.33K - $11.6K
|
5.53K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-170- 3.49% |
$9.44K - $11.7K
|
4.71K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-171- 3.11% |
$9.5K - $11.8K
|
5.32K
$476K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-172- 3.41% |
$9.55K - $11.8K
|
4.88K
$436K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-176- 5.16% |
$9.78K - $12.1K
|
3.23K
$289K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-177- 2.32% |
$9.83K - $12.2K
|
7.45K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 50.0% |
$11.1K - $13.8K
|
200
$17.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 61.35% |
$11.1K - $13.8K
|
126
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 4.41% |
$11.1K - $13.8K
|
4.33K
$388K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 1.14% |
$11.1K - $13.8K
|
17.4K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-204- 5.86% |
$11.3K - $14K
|
3.28K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-208- 2.78% |
$11.6K - $14.3K
|
7.28K
$651K
|