Purchases and Sales Made in Q3 2024 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-7- 1.04% |
$400 - $504
|
668
$43.6K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.58% |
$458 - $577
|
1.37K
$89.7K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9- 90.0% |
$515 - $649
|
1
$65.3
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-10- 9.09% |
$572 - $721
|
100
$6.53K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 8.21% |
$629 - $793
|
123
$8.03K
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-12- 0.25% |
$687 - $865
|
4.82K
$314K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 6.0% |
$858 - $1.08K
|
235
$15.3K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-15- 53.57% |
$858 - $1.08K
|
13
$849
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-19- 0.41% |
$1.09K - $1.37K
|
4.57K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-20- 0.61% |
$1.14K - $1.44K
|
3.24K
$212K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22- 0.31% |
$1.26K - $1.59K
|
6.99K
$456K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-24- 92.31% |
$1.37K - $1.73K
|
2
$131
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-24- 21.43% |
$1.37K - $1.73K
|
88
$5.75K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 30.38% |
$1.37K - $1.73K
|
55
$3.59K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 24.51% |
$1.43K - $1.8K
|
77
$5.03K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 25.25% |
$1.43K - $1.8K
|
74
$4.83K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-26- 0.12% |
$1.49K - $1.87K
|
22.5K
$1.47M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-27- 19.85% |
$1.54K - $1.95K
|
109
$7.12K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-28- 17.5% |
$1.6K - $2.02K
|
132
$8.62K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-31- 11.61% |
$1.77K - $2.23K
|
236
$15.4K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-33- 0.46% |
$1.89K - $2.38K
|
7.11K
$464K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 0.59% |
$1.95K - $2.45K
|
5.74K
$375K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-35- 83.33% |
$2K - $2.52K
|
7
$457
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39- 0.85% |
$2.23K - $2.81K
|
4.54K
$297K
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-39- 0.26% |
$2.23K - $2.81K
|
15.1K
$983K
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.26% |
$2.29K - $2.88K
|
15.3K
$997K
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-43- 0.25% |
$2.46K - $3.1K
|
17.3K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-45- 1.34% |
$2.57K - $3.24K
|
3.32K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 17.49% |
$2.63K - $3.32K
|
217
$14.2K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-47- 14.33% |
$2.69K - $3.39K
|
281
$18.3K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-47- 8.16% |
$2.69K - $3.39K
|
529
$34.5K
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 55.56% |
$2.86K - $3.6K
|
40
$2.61K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 3.38% |
$2.86K - $3.6K
|
1.43K
$93.4K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-50- 0.99% |
$2.86K - $3.6K
|
5K
$327K
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-51- 0.1% |
$2.92K - $3.68K
|
51.9K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-70- 0.44% |
$4K - $5.04K
|
15.9K
$1.04M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71- 20.11% |
$4.06K - $5.12K
|
282
$18.4K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-77- 32.22% |
$4.41K - $5.55K
|
162
$10.6K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-80- 4.28% |
$4.58K - $5.77K
|
1.79K
$117K
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-80- 34.78% |
$4.58K - $5.77K
|
150
$9.8K
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-81- 1.97% |
$4.63K - $5.84K
|
4.03K
$263K
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-82- 0.47% |
$4.69K - $5.91K
|
17.3K
$1.13M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-83- 2.24% |
$4.75K - $5.98K
|
3.62K
$236K
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-85- 1.38% |
$4.86K - $6.13K
|
6.09K
$398K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-86- 0.58% |
$4.92K - $6.2K
|
14.7K
$962K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-98- 24.38% |
$5.61K - $7.06K
|
304
$19.9K
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-99- 1.69% |
$5.66K - $7.13K
|
5.76K
$376K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-100- 2.41% |
$5.72K - $7.21K
|
4.05K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 0.49% |
$5.72K - $7.21K
|
20.5K
$1.34M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-108- 1.2% |
$6.18K - $7.78K
|
8.87K
$579K
|