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 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
35+ 0.31% |
$5.54K - $9.28K
|
11.3K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
35New |
$5.54K - $9.28K
|
35
$3.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
34+ 117.24% |
$5.38K - $9.01K
|
63
$5.64K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
33+ 0.35% |
$5.22K - $8.75K
|
9.6K
$859K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
32+ 23.02% |
$5.07K - $8.48K
|
171
$15.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
30+ 11.54% |
$4.75K - $7.95K
|
290
$26K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
30+ 1.26% |
$4.75K - $7.95K
|
2.42K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30+ 6.51% |
$4.75K - $7.95K
|
491
$43.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
30+ 8.31% |
$4.75K - $7.95K
|
391
$35K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 54.55% |
$4.75K - $7.95K
|
85
$7.61K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
28+ 1.97% |
$4.43K - $7.42K
|
1.45K
$130K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 1.51% |
$4.27K - $7.16K
|
1.81K
$162K
|
|
|
Jan 13, 2022
Q4 2021
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
26+ 0.27% |
$4.12K - $6.89K
|
9.81K
$878K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25+ 10.29% |
$3.96K - $6.63K
|
268
$24K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 0.66% |
$3.96K - $6.63K
|
3.83K
$343K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
25+ 1.19% |
$3.96K - $6.63K
|
2.12K
$190K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25+ 64.1% |
$3.96K - $6.63K
|
64
$5.73K
|
|
|
Feb 11, 2022
Q4 2021
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
25New |
$3.96K - $6.63K
|
25
$2.24K
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
21New |
$3.32K - $5.57K
|
21
$1.88K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 16.28% |
$3.32K - $5.57K
|
150
$13.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
20New |
$3.17K - $5.3K
|
20
$1.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
20+ 2.24% |
$3.17K - $5.3K
|
913
$81.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
20+ 0.45% |
$3.17K - $5.3K
|
4.46K
$400K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
20New |
$3.17K - $5.3K
|
20
$1.79K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20+ 18.18% |
$3.17K - $5.3K
|
130
$11.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 38.0% |
$3.01K - $5.04K
|
69
$6.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
18+ 1.36% |
$2.85K - $4.77K
|
1.34K
$120K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18+ 14.63% |
$2.85K - $4.77K
|
141
$12.6K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
18+ 24.32% |
$2.85K - $4.77K
|
92
$8.23K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
15+ 0.49% |
$2.37K - $3.98K
|
3.05K
$273K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
15New |
$2.37K - $3.98K
|
15
$1.34K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14+ 1.17% |
$2.22K - $3.71K
|
1.21K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
13New |
$2.06K - $3.45K
|
13
$1.16K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
12+ 150.0% |
$1.9K - $3.18K
|
20
$1.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
11New |
$1.74K - $2.92K
|
11
$985
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11+ 0.55% |
$1.74K - $2.92K
|
2.01K
$180K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.21% |
$1.58K - $2.65K
|
4.69K
$420K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
10New |
$1.58K - $2.65K
|
10
$895
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
10+ 0.41% |
$1.58K - $2.65K
|
2.47K
$221K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10+ 0.69% |
$1.58K - $2.65K
|
1.47K
$131K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 3.26% |
$1.58K - $2.65K
|
317
$28.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
9New |
$1.42K - $2.39K
|
9
$806
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9+ 0.42% |
$1.42K - $2.39K
|
2.14K
$191K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
7+ 0.06% |
$1.11K - $1.86K
|
10.9K
$976K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.61% |
$1.11K - $1.86K
|
1.15K
$103K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.15% |
$950 - $1.59K
|
4.04K
$362K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.16% |
$950 - $1.59K
|
3.76K
$337K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.67% |
$950 - $1.59K
|
365
$32.7K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
6+ 2.55% |
$950 - $1.59K
|
241
$21.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.67% |
$950 - $1.59K
|
906
$81.1K
|