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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
247+ 43.33% |
$9.69K - $19.7K
|
817
$46.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$596K - $1.21M
|
15.2K
$870K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-150- 5.45% |
$5.88K - $11.9K
|
2.6K
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 85.71% |
$941 - $1.91K
|
4
$229
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$392 - $796
|
10
$572
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.06KNew |
$120K - $243K
|
3.06K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-41.1K- 99.97% |
$1.61M - $3.27M
|
12
$687
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-524- 47.77% |
$20.6K - $41.7K
|
573
$32.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-3.04K- 22.19% |
$119K - $242K
|
10.6K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.51KNew |
$373K - $757K
|
9.51K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-13- 1.28% |
$510 - $1.03K
|
1K
$57.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.4K+ 62.82% |
$133K - $270K
|
8.81K
$504K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.82KNew |
$228K - $463K
|
5.82K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20+ 13.7% |
$784 - $1.59K
|
166
$9.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
50New |
$1.96K - $3.98K
|
50
$2.86K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
20New |
$784 - $1.59K
|
20
$1.14K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35New |
$1.37K - $2.79K
|
35
$2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
80New |
$3.14K - $6.37K
|
80
$4.58K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-1.5K- 9.87% |
$58.8K - $119K
|
13.7K
$784K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$104K - $211K
|
2.65K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 28.68% |
$11.8K - $23.9K
|
746
$42.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 1.39% |
$1.57K - $3.18K
|
2.92K
$167K
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
3.55KNew |
$139K - $283K
|
3.55K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.85KNew |
$112K - $227K
|
2.85K
$163K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.62K+ 33.14% |
$63.5K - $129K
|
6.51K
$372K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-120- 30.53% |
$4.71K - $9.55K
|
273
$15.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$12.2K - $24.8K
|
312
$17.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-3.43K- 24.83% |
$134K - $273K
|
10.4K
$594K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-11- 4.58% |
$431 - $876
|
229
$13.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
105+ 700.0% |
$4.12K - $8.36K
|
120
$6.87K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 15.11% |
$3.92K - $7.96K
|
562
$32.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-46- 76.67% |
$1.8K - $3.66K
|
14
$801
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100+ 12.5% |
$3.92K - $7.96K
|
900
$51.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-15- 0.12% |
$588 - $1.19K
|
12.5K
$714K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.75KNew |
$108K - $219K
|
2.75K
$157K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.16KNew |
$124K - $252K
|
3.16K
$181K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
385+ 7.37% |
$15.1K - $30.6K
|
5.61K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
2.6KNew |
$102K - $207K
|
2.6K
$149K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.03KNew |
$119K - $241K
|
3.03K
$173K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
100New |
$3.92K - $7.96K
|
100
$5.72K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
43New |
$1.69K - $3.42K
|
43
$2.46K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.58KNew |
$336K - $683K
|
8.58K
$491K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.09K- 36.01% |
$42.7K - $86.8K
|
1.94K
$111K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
209+ 0.37% |
$8.2K - $16.6K
|
57.2K
$3.27M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
19.2KNew |
$752K - $1.53M
|
19.2K
$1.1M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
7.69K+ 33.58% |
$339K - $619K
|
30.6K
$1.75M
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
50New |
$2.21K - $4.03K
|
50
$2.86K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.01KNew |
$44.7K - $81.6K
|
1.01K
$58K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
50New |
$2.21K - $4.03K
|
50
$2.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
37.9KNew |
$1.67M - $3.05M
|
37.9K
$2.17M
|
|