Purchases and Sales Made in Q4 2021 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Applied Research Investments, LLC
|
BUY
|
- |
1.08K+ 7.95% |
$171K - $287K
|
14.7K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.07K+ 153.0% |
$170K - $284K
|
1.77K
$151K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.07K+ 53.72% |
$169K - $283K
|
3.06K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 16.46% |
$167K - $280K
|
7.47K
$635K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 75.14% |
$167K - $279K
|
2.45K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.05K+ 11.03% |
$167K - $279K
|
10.6K
$900K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.05K+ 41.0% |
$166K - $278K
|
3.6K
$306K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
1.05K+ 4.8% |
$166K - $278K
|
22.8K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.05K+ 391.39% |
$165K - $277K
|
1.31K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04KNew |
$164K - $275K
|
1.04K
$88.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.01K+ 6.1% |
$160K - $267K
|
17.5K
$1.49M
|
|
|
Jan 03, 2022
Q4 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.01K+ 16.34% |
$159K - $267K
|
7.16K
$609K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1KNew |
$158K - $265K
|
1K
$85K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1KNew |
$158K - $265K
|
1K
$85K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
962+ 8.96% |
$152K - $255K
|
11.7K
$994K
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
BUY
|
- |
954+ 2.14% |
$151K - $253K
|
45.6K
$3.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
951+ 14.8% |
$151K - $252K
|
7.38K
$627K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
945+ 9.5% |
$150K - $251K
|
10.9K
$926K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
944+ 97.32% |
$149K - $250K
|
1.91K
$163K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
937+ 14.33% |
$148K - $248K
|
7.48K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
908+ 19.09% |
$144K - $241K
|
5.67K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
904+ 904.0% |
$143K - $240K
|
1K
$85.4K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
900New |
$142K - $239K
|
900
$76.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
897+ 17.25% |
$142K - $238K
|
6.1K
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
884New |
$140K - $234K
|
884
$75.1K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
865+ 7.44% |
$137K - $229K
|
12.5K
$1.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
846+ 209.93% |
$134K - $224K
|
1.25K
$106K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
840+ 62.87% |
$133K - $223K
|
2.18K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
831+ 83.1% |
$132K - $220K
|
1.83K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
805+ 9.29% |
$127K - $213K
|
9.47K
$805K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800New |
$127K - $212K
|
800
$68K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
796+ 11.94% |
$126K - $211K
|
7.46K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
793+ 51.39% |
$126K - $210K
|
2.34K
$199K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
774+ 13.52% |
$123K - $205K
|
6.5K
$553K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
755+ 27.09% |
$120K - $200K
|
3.54K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
737+ 40.05% |
$117K - $195K
|
2.58K
$219K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
733+ 14.12% |
$116K - $194K
|
5.93K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
733+ 0.15% |
$116K - $194K
|
475K
$40.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
726+ 3.83% |
$115K - $192K
|
19.7K
$1.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
720+ 6.75% |
$114K - $191K
|
11.4K
$968K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
714+ 42.55% |
$113K - $189K
|
2.39K
$203K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
712+ 30.39% |
$113K - $189K
|
3.06K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
710+ 61.74% |
$112K - $188K
|
1.86K
$158K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
699+ 4.91% |
$111K - $185K
|
14.9K
$1.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
699+ 36.73% |
$111K - $185K
|
2.6K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
692+ 13.95% |
$110K - $183K
|
5.65K
$481K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
692+ 13.95% |
$110K - $183K
|
5.65K
$481K
|
|
|
Feb 14, 2022
Q4 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
675+ 2.81% |
$107K - $179K
|
24.7K
$2.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
649+ 58.47% |
$103K - $172K
|
1.76K
$150K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
645+ 3.55% |
$102K - $171K
|
18.8K
$1.6M
|