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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 5.43% |
$78.8K - $99.2K
|
26.7K
$1.76M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1.28K+ 4.74% |
$73K - $92K
|
28.2K
$1.86M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.24KNew |
$71.1K - $89.5K
|
1.24K
$81.9K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.2K+ 400.0% |
$68.7K - $86.5K
|
1.5K
$98.9K
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.16K+ 8.4% |
$66.2K - $83.5K
|
14.9K
$985K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.14K+ 114.19% |
$64.9K - $81.8K
|
2.13K
$140K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.12K+ 16.58% |
$64.2K - $80.9K
|
7.9K
$520K
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
1.11K+ 1.33% |
$63.5K - $80K
|
84.7K
$5.58M
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$63.5K - $80K
|
1.11K
$73.2K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.11KNew |
$63.4K - $79.9K
|
1.11K
$73.1K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.09K+ 7.71% |
$62.5K - $78.8K
|
15.3K
$1.01M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 7.0% |
$62.4K - $78.6K
|
16.7K
$1.1M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 15.06% |
$62.3K - $78.5K
|
8.32K
$549K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.06K+ 83.79% |
$60.6K - $76.4K
|
2.33K
$153K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.05K+ 16.55% |
$60.3K - $76K
|
7.42K
$489K
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.03K+ 3.96% |
$58.9K - $74.2K
|
27.1K
$1.78M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.03K+ 13.61% |
$58.8K - $74K
|
8.57K
$565K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02K+ 5.42% |
$58.5K - $73.7K
|
19.9K
$1.31M
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.01K+ 4.83% |
$57.9K - $72.9K
|
21.9K
$1.45M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 48.6% |
$57.6K - $72.6K
|
3.08K
$203K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1KNew |
$57.2K - $72.1K
|
1K
$65.9K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
991+ 30.58% |
$56.7K - $71.4K
|
4.23K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
990+ 0.41% |
$56.6K - $71.3K
|
243K
$16M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
988+ 4.42% |
$56.5K - $71.2K
|
23.3K
$1.54M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
976+ 0.19% |
$55.8K - $70.3K
|
511K
$33.7M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
971+ 19.69% |
$55.6K - $70K
|
5.9K
$389K
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
960New |
$54.9K - $69.2K
|
960
$63.3K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
948+ 1.68% |
$54.2K - $68.3K
|
57.5K
$3.79M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
941+ 19.29% |
$53.8K - $67.8K
|
5.82K
$384K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
919+ 11.76% |
$52.6K - $66.2K
|
8.73K
$576K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
915New |
$52.3K - $65.9K
|
915
$60.3K
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
910+ 4.83% |
$52.1K - $65.6K
|
19.8K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
880+ 4.14% |
$50.3K - $63.4K
|
22.1K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
864+ 6.65% |
$49.4K - $62.3K
|
13.9K
$913K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
850New |
$48.6K - $61.3K
|
850
$56K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
848+ 32.43% |
$48.5K - $61.1K
|
3.46K
$228K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
840+ 5.54% |
$48.1K - $60.5K
|
16K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
837+ 18.27% |
$47.9K - $60.3K
|
5.42K
$357K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
821+ 17.37% |
$47K - $59.2K
|
5.55K
$366K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
813+ 14.07% |
$46.5K - $58.6K
|
6.59K
$435K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
800+ 158.1% |
$45.8K - $57.7K
|
1.31K
$86.1K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
774New |
$44.3K - $55.8K
|
774
$51K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
773+ 8.97% |
$44.2K - $55.7K
|
9.39K
$619K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
772+ 7.48% |
$44.2K - $55.6K
|
11.1K
$731K
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
757+ 23.32% |
$43.3K - $54.6K
|
4K
$264K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
741+ 11.42% |
$42.4K - $53.4K
|
7.23K
$476K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
706+ 0.07% |
$40.4K - $50.9K
|
1.06M
$70.2M
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
689New |
$39.4K - $49.7K
|
689
$45.4K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
671+ 11.65% |
$38.4K - $48.4K
|
6.43K
$424K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
671New |
$38.4K - $48.4K
|
671
$44.2K
|