Purchases and Sales Made in Q1 2022 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q1 2022. The information is specifically focused on institutions that hold shares of Block, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
272+ 13.53% |
$24.1K - $44.6K
|
2.28K
$204K
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
270+ 16.25% |
$24K - $44.3K
|
1.93K
$173K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
265New |
$23.5K - $43.5K
|
265
$23.7K
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
BUY
|
- |
257+ 4.24% |
$22.8K - $42.2K
|
6.31K
$565K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
252New |
$22.4K - $41.3K
|
252
$22.6K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
252+ 2.15% |
$22.4K - $41.3K
|
11.9K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
251+ 8.22% |
$22.3K - $41.2K
|
3.31K
$296K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
242+ 11.82% |
$21.5K - $39.7K
|
2.29K
$205K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
241+ 3.25% |
$21.4K - $39.5K
|
7.65K
$685K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
228New |
$20.2K - $37.4K
|
228
$20.4K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
224+ 2.36% |
$19.9K - $36.7K
|
9.7K
$868K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
223+ 1.17% |
$19.8K - $36.6K
|
19.3K
$1.73M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
221+ 0.98% |
$19.6K - $36.3K
|
22.8K
$2.04M
|
|
May 13, 2022
Q1 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
221+ 7.55% |
$19.6K - $36.3K
|
3.15K
$282K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
220+ 12.65% |
$19.5K - $36.1K
|
1.96K
$175K
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
209+ 5.28% |
$18.5K - $34.3K
|
4.17K
$373K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
205New |
$18.2K - $33.6K
|
205
$18.3K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
205+ 56.94% |
$18.2K - $33.6K
|
565
$50.6K
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
202+ 83.82% |
$17.9K - $33.1K
|
443
$39.6K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
189+ 4.29% |
$16.8K - $31K
|
4.59K
$411K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
189+ 21.85% |
$16.8K - $31K
|
1.05K
$94.3K
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
180New |
$16K - $29.5K
|
180
$16.1K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
173+ 2.46% |
$15.3K - $28.4K
|
7.2K
$645K
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
170+ 7.67% |
$15.1K - $27.9K
|
2.39K
$213K
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
165+ 11.34% |
$14.6K - $27.1K
|
1.62K
$145K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
163+ 133.61% |
$14.5K - $26.7K
|
285
$25.5K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
163+ 56.21% |
$14.5K - $26.7K
|
453
$40.5K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
162+ 44.38% |
$14.4K - $26.6K
|
527
$47.2K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
161+ 1.66% |
$14.3K - $26.4K
|
9.89K
$885K
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
160+ 8.56% |
$14.2K - $26.2K
|
2.03K
$182K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
159+ 3.28% |
$14.1K - $26.1K
|
5K
$448K
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
156+ 200.0% |
$13.8K - $25.6K
|
234
$20.9K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
154+ 10.24% |
$13.7K - $25.3K
|
1.66K
$148K
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
153+ 7.24% |
$13.6K - $25.1K
|
2.27K
$203K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
149+ 26.0% |
$13.2K - $24.4K
|
722
$64.6K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
144+ 10.71% |
$12.8K - $23.6K
|
1.49K
$133K
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
143+ 1100.0% |
$12.7K - $23.5K
|
156
$14K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
139+ 5.34% |
$12.3K - $22.8K
|
2.74K
$245K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
136+ 222.95% |
$12.1K - $22.3K
|
197
$17.6K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
134+ 27.74% |
$11.9K - $22K
|
617
$55.2K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
130+ 12.95% |
$11.5K - $21.3K
|
1.13K
$101K
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
130+ 6.6% |
$11.5K - $21.3K
|
2.1K
$188K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
129+ 5.2% |
$11.4K - $21.2K
|
2.61K
$234K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
127+ 1.33% |
$11.3K - $20.8K
|
9.7K
$869K
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 5.31% |
$11.1K - $20.5K
|
2.48K
$222K
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
125+ 8.02% |
$11.1K - $20.5K
|
1.68K
$151K
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
123+ 6.99% |
$10.9K - $20.2K
|
1.88K
$168K
|
|
May 05, 2022
Q1 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
120+ 0.29% |
$10.6K - $19.7K
|
40.9K
$3.66M
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
119+ 626.32% |
$10.6K - $19.5K
|
138
$12.4K
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
115New |
$10.2K - $18.9K
|
115
$10.3K
|