Purchases and Sales Made in Q4 2024 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
351New |
$22.8K - $34.7K
|
351
$29.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
348+ 11.45% |
$22.6K - $34.4K
|
3.39K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
334+ 0.04% |
$21.7K - $33K
|
908K
$76.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
333+ 2.46% |
$21.7K - $32.9K
|
13.9K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
320+ 0.33% |
$20.8K - $31.7K
|
98K
$8.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
313New |
$20.4K - $31K
|
313
$26.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
312+ 4.84% |
$20.3K - $30.9K
|
6.75K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
310+ 3.3% |
$20.2K - $30.7K
|
9.7K
$815K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
308+ 1.09% |
$20K - $30.5K
|
28.5K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
302+ 14.62% |
$19.6K - $29.9K
|
2.37K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
292New |
$19K - $28.9K
|
292
$24.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
267New |
$17.4K - $26.4K
|
267
$22.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
253+ 4.65% |
$16.5K - $25K
|
5.7K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
BUY
|
- |
240+ 7.48% |
$15.6K - $23.7K
|
3.45K
$290K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
226+ 1.26% |
$14.7K - $22.4K
|
18.1K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
219+ 4.04% |
$14.2K - $21.7K
|
5.64K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
218+ 2.77% |
$14.2K - $21.6K
|
8.1K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
213+ 2.37% |
$13.9K - $21.1K
|
9.2K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
212+ 3.11% |
$13.8K - $21K
|
7.04K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
206New |
$13.4K - $20.4K
|
206
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.22% |
$13K - $19.8K
|
92K
$7.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
200New |
$13K - $19.8K
|
200
$16.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$13K - $19.8K
|
200
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
189+ 5.31% |
$12.3K - $18.7K
|
3.75K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
189+ 0.07% |
$12.3K - $18.7K
|
262K
$22M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 3.2% |
$12.1K - $18.4K
|
5.99K
$503K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
185+ 5.14% |
$12K - $18.3K
|
3.78K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
185+ 21.76% |
$12K - $18.3K
|
1.04K
$86.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
174+ 3480.0% |
$11.3K - $17.2K
|
179
$15K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 7.23% |
$10.9K - $16.6K
|
2.49K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
165+ 2.59% |
$10.7K - $16.3K
|
6.52K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
159New |
$10.3K - $15.7K
|
159
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
159New |
$10.3K - $15.7K
|
159
$13.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
159+ 67.66% |
$10.3K - $15.7K
|
394
$33.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 18.31% |
$9.89K - $15K
|
982
$82.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$9.76K - $14.8K
|
150
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
149New |
$9.69K - $14.7K
|
149
$12.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149+ 4.89% |
$9.69K - $14.7K
|
3.2K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
149+ 2.48% |
$9.69K - $14.7K
|
6.16K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
149+ 0.28% |
$9.69K - $14.7K
|
52.9K
$4.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 0.54% |
$9.43K - $14.3K
|
26.9K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139+ 0.25% |
$9.04K - $13.7K
|
54.9K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
136+ 48.23% |
$8.85K - $13.5K
|
418
$35.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 37.93% |
$8.59K - $13.1K
|
480
$40.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 3.29% |
$8.52K - $13K
|
4.11K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
131+ 2.25% |
$8.52K - $13K
|
5.95K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
125New |
$8.13K - $12.4K
|
125
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
121+ 2.3% |
$7.87K - $12K
|
5.39K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
121+ 0.53% |
$7.87K - $12K
|
23K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
115+ 1.4% |
$7.48K - $11.4K
|
8.34K
$701K
|