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 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 27.27% |
$773 - $1.1K
|
40
$2.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5- 9.09% |
$258 - $367
|
50
$2.86K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.73K- 27.69% |
$89.1K - $127K
|
4.52K
$258K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
40+ 4.17% |
$2.06K - $2.94K
|
1K
$57.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$5.72K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
501+ 12.26% |
$25.8K - $36.8K
|
4.59K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-603- 11.74% |
$31.1K - $44.2K
|
4.54K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
10+ 16.67% |
$515 - $734
|
70
$4.01K
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.77K- 29.05% |
$143K - $203K
|
6.77K
$387K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-74.1K- 99.62% |
$3.82M - $5.44M
|
283
$16.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
80KNew |
$4.12M - $5.87M
|
80K
$4.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$1.29K - $1.83K
|
25
$1.43K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.7K- 20.49% |
$87.3K - $124K
|
6.58K
$376K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22New |
$1.13K - $1.61K
|
22
$1.26K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.76KNew |
$194K - $276K
|
3.76K
$215K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 5.26% |
$103 - $147
|
36
$2.06K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8- 3.15% |
$412 - $587
|
246
$14.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$412 - $587
|
8
$458
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
9.29KNew |
$479K - $682K
|
9.29K
$532K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$5.72K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.02KNew |
$156K - $222K
|
3.02K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
339New |
$17.5K - $24.9K
|
339
$19.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
79New |
$4.07K - $5.8K
|
79
$4.52K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-135- 2.94% |
$6.95K - $9.91K
|
4.46K
$255K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-739- 4.38% |
$38.1K - $54.2K
|
16.1K
$924K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-603- 99.18% |
$31.1K - $44.2K
|
5
$286
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$2.99K - $4.26K
|
58
$3.32K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$1.03K - $1.47K
|
20
$1.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$76.7K - $109K
|
1.49K
$85.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
304New |
$15.7K - $22.3K
|
304
$17.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
23New |
$1.18K - $1.69K
|
23
$1.32K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
349New |
$18K - $25.6K
|
349
$20K
|
|
| Q3 2022 | |||||||
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
15+ 10.0% |
$812 - $1.35K
|
165
$9.44K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-159Closed |
$8.61K - $14.3K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-19.3K- 48.81% |
$1.04M - $1.73M
|
20.2K
$1.16M
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-43.8K- 73.16% |
$2.37M - $3.93M
|
16.1K
$920K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-320Closed |
$17.3K - $28.7K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
224+ 2.97% |
$12.1K - $20.1K
|
7.77K
$445K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6- 1.99% |
$325 - $538
|
295
$16.9K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-286- 84.37% |
$15.5K - $25.7K
|
53
$3.03K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.62K- 21.83% |
$87.7K - $145K
|
5.8K
$332K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2K+ 692.04% |
$108K - $179K
|
2.29K
$131K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
225+ 95.74% |
$12.2K - $20.2K
|
460
$26.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 33.33% |
$1.08K - $1.79K
|
40
$2.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
2.5K+ 19.54% |
$135K - $224K
|
15.3K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-9- 18.37% |
$487 - $807
|
40
$2.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
4.1K+ 43.16% |
$222K - $368K
|
13.6K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 2.38% |
$162 - $269
|
123
$7.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-115- 54.76% |
$6.23K - $10.3K
|
95
$5.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-17.2K- 39.22% |
$929K - $1.54M
|
26.6K
$1.52M
|
|