Institutional Ownership Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ). We have compiled data on the 1,151 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
87
shares
|
$7,180
0.0% of portfolio
|
Q2 2022
Reduced 11.22%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
86
shares
|
$7,098
0.0% of portfolio
|
Q3 2024
Reduced 90.19%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
85
shares
|
$7,015
0.0% of portfolio
|
Q3 2022
Added 21.43%
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
82
shares
|
$6,768
0.0% of portfolio
|
Q3 2024
Reduced 82.14%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
80
shares
|
$6,603
0.0% of portfolio
|
Q3 2021
New holding
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
80
shares
|
$6,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
79
shares
|
$6,520
0.0% of portfolio
|
Q4 2022
New holding
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
77
shares
|
$6,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
77
shares
|
$6,355
0.0% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
74
shares
|
$6,107
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
74
shares
|
$6,107
0.0% of portfolio
|
Q3 2024
Reduced 25.25%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
74
shares
|
$6,107
0.0% of portfolio
|
Q3 2024
Added 25.42%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
71
shares
|
$5,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
71
shares
|
$5,860
0.0% of portfolio
|
Q2 2022
Added 1.89%
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
70
shares
|
$5,777
0.0% of portfolio
|
Q4 2022
Added 16.67%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
70
shares
|
$5,777
0.0% of portfolio
|
Q4 2019
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
66
shares
|
$5,447
0.0% of portfolio
|
Q2 2024
New holding
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
60
shares
|
$4,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
57
shares
|
$4,704
0.0% of portfolio
|
Q1 2022
Reduced 63.69%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
53
shares
|
$4,374
0.0% of portfolio
|
Q3 2022
Reduced 84.37%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q3 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q2 2024
Reduced 68.75%
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q4 2023
New holding
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$4,127
0.0% of portfolio
|
Q2 2024
New holding
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
50
shares
|
$4,127
0.0% of portfolio
|
Q4 2022
Reduced 9.09%
|