Latest Institutional Transactions on Block, Inc. (SQ)
This table provides information on the latest institutional transactions involving Block, Inc. (SQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
219+ 4.04% |
$14.2K - $21.7K
|
5.64K
$465K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2- 2.13% |
$130 - $198
|
92
$7.59K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 0.54% |
$9.43K - $14.3K
|
26.9K
$2.22M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3K- 2.81% |
$195K - $297K
|
104K
$8.58M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3K- 38.02% |
$195K - $297K
|
4.89K
$404K
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
34.3KNew |
$2.23M - $3.39M
|
34.3K
$2.83M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-494- 27.61% |
$32.1K - $48.9K
|
1.3K
$107K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-47- 55.29% |
$3.06K - $4.65K
|
38
$3.14K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$2.8K - $4.25K
|
43
$3.55K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.7KNew |
$175K - $267K
|
2.7K
$223K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
382KNew |
$24.8M - $37.8M
|
382K
$31.5M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-456- 12.68% |
$29.7K - $45.1K
|
3.14K
$259K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-584- 11.67% |
$38K - $57.8K
|
4.42K
$365K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-5.6K- 76.8% |
$364K - $553K
|
1.69K
$139K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
94+ 188.0% |
$6.12K - $9.3K
|
144
$11.9K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$65.1 - $98.9
|
1
$82.5
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.31K+ 5.64% |
$150K - $228K
|
43.2K
$3.56M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 0.55% |
$2.28K - $3.46K
|
6.31K
$520K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
46.1KNew |
$3M - $4.56M
|
46.1K
$3.8M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
77New |
$5.01K - $7.62K
|
77
$6.36K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
13.3KNew |
$864K - $1.31M
|
13.3K
$1.1M
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
88+ 100.0% |
$5.73K - $8.7K
|
176
$14.5K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
159+ 67.66% |
$10.3K - $15.7K
|
394
$32.5K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 7.23% |
$10.9K - $16.6K
|
2.49K
$206K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.29M+ 8.85% |
$73.9M - $93.1M
|
15.9M
$1.31B
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.34K- 18.36% |
$134K - $168K
|
10.4K
$858K
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.05K- 80.09% |
$60.1K - $75.7K
|
261
$21.5K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
52.4KNew |
$3M - $3.78M
|
52.4K
$4.33M
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-1.15KClosed |
$65.8K - $83K
|
0
$0
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.73K+ 38.07% |
$156K - $197K
|
9.89K
$817K
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-151- 2.71% |
$8.64K - $10.9K
|
5.43K
$448K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
96+ 1.14% |
$5.49K - $6.92K
|
8.5K
$702K
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
15.5K+ 17.8% |
$887K - $1.12M
|
103K
$8.47M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-200- 26.28% |
$11.4K - $14.4K
|
561
$46.3K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
282+ 15.81% |
$16.1K - $20.3K
|
2.07K
$171K
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
580+ 3.8% |
$33.2K - $41.8K
|
15.8K
$1.31M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
3.09K+ 10.17% |
$177K - $222K
|
33.4K
$2.76M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 23.39% |
$943K - $1.19M
|
87K
$7.18M
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.42KNew |
$482K - $607K
|
8.42K
$695K
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.77K- 3.13% |
$444K - $560K
|
240K
$19.8M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-341- 46.02% |
$19.5K - $24.6K
|
400
$33K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
706+ 0.07% |
$40.4K - $50.9K
|
1.06M
$87.9M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
2.24MNew |
$128M - $161M
|
2.24M
$185M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-47- 8.16% |
$2.69K - $3.39K
|
529
$43.7K
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
200New |
$11.4K - $14.4K
|
200
$16.5K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 16.55% |
$60.3K - $76K
|
7.42K
$613K
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
541+ 15.77% |
$31K - $39K
|
3.97K
$328K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$858 - $1.08K
|
15
$1.24K
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-80- 34.78% |
$4.58K - $5.77K
|
150
$12.4K
|
|
Nov 15, 2024
Q3 2024
|
Bares Capital Management, Inc.
Austin, TX |
SELL
|
- |
-1.01M- 25.54% |
$58M - $73M
|
2.95M
$244M
|