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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
799+ 3.96% |
$35.3K - $64.3K
|
21K
$1.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.9KNew |
$216K - $395K
|
4.9K
$445K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
85+ 3.79% |
$3.75K - $6.85K
|
2.33K
$212K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.16K- 2.31% |
$139K - $254K
|
134K
$12.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.27KNew |
$321K - $585K
|
7.27K
$660K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$4.41K - $8.05K
|
100
$9.08K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
300New |
$13.2K - $24.2K
|
300
$27.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$1.72K - $3.14K
|
39
$3.54K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
14.5K+ 30.7% |
$640K - $1.17M
|
61.7K
$5.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-6.96K- 55.46% |
$307K - $561K
|
5.59K
$508K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$221 - $403
|
5
$454
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-660- 4.45% |
$29.1K - $53.1K
|
14.2K
$1.29M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
30K+ 13.64% |
$1.67M - $2.07M
|
250K
$22.7M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.37KClosed |
$131K - $163K
|
0
$0
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
4.32KNew |
$240K - $297K
|
4.32K
$392K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.39K- 16.98% |
$300K - $371K
|
26.4K
$2.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
6.9KNew |
$383K - $475K
|
6.9K
$627K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
4.58KNew |
$254K - $315K
|
4.58K
$416K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$222 - $275
|
4
$363
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.12KClosed |
$61.9K - $76.8K
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 222.77% |
$6.1M - $7.56M
|
159K
$14.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$1.39K - $1.72K
|
25
$2.27K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-113- 3.44% |
$6.28K - $7.78K
|
3.17K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$2.78K - $3.44K
|
50
$4.54K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.15K- 34.08% |
$64K - $79.4K
|
2.23K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
700+ 2.13% |
$38.9K - $48.2K
|
33.5K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 6.9% |
$555 - $688
|
135
$12.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
64.9K+ 17.65% |
$3.6M - $4.46M
|
432K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
35KNew |
$1.94M - $2.41M
|
35K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.89K- 37.0% |
$105K - $130K
|
3.22K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
100KNew |
$5.55M - $6.88M
|
100K
$9.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
100KNew |
$5.55M - $6.88M
|
100K
$9.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-188K- 69.7% |
$10.5M - $13M
|
81.8K
$7.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
PUT |
1.2K+ 3.54% |
$66.6K - $82.6K
|
35.1K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-33.8K- 18.39% |
$1.88M - $2.33M
|
150K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
10KNew |
$555K - $688K
|
10K
$908K
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
69.1KNew |
$3.84M - $4.75M
|
69.1K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.17KNew |
$176K - $218K
|
3.17K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 26.44% |
$70.4K - $87.3K
|
3.53K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
511New |
$28.4K - $35.2K
|
511
$46.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
22.9KNew |
$1.27M - $1.58M
|
22.9K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-153K- 48.23% |
$8.47M - $10.5M
|
164K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-15- 0.48% |
$833 - $1.03K
|
3.14K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
28New |
$1.56K - $1.93K
|
28
$2.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.62K+ 10.7% |
$201K - $249K
|
37.5K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
440+ 14.07% |
$24.4K - $30.3K
|
3.57K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
102K+ 6.83% |
$5.68M - $7.04M
|
1.6M
$145M
|
|
|
Aug 10, 2023
Q2 2023
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
54KNew |
$3M - $3.72M
|
54K
$4.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.3K- 0.51% |
$72K - $89.2K
|
253K
$23M
|
|
|
Aug 10, 2023
Q2 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
3.46K+ 26.54% |
$192K - $238K
|
16.5K
$1.5M
|
|