Institutional Owners for SQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| J STERN & CO LLP | CL A | Liquidated | $0 | 0 | 0.00 | 1,997 | +Inf | 03-31-2024 | |
| BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,590 | -45.08 | 03-31-2024 |
| BARTLETT & CO LLC | COM | 1603 | $154,000 | 1,937 | 0.00 | 0.00 | -1,090 | -36.01 | 12-31-2023 |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 1604 | $470,000 | 1,926 | 0.11 | 0.10 | 72 | 3.88 | 06-30-2021 |
