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 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
108+ 0.89% |
$7.03K - $10.7K
|
12.3K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
105New |
$6.83K - $10.4K
|
105
$8.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
103New |
$6.7K - $10.2K
|
103
$8.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103New |
$6.7K - $10.2K
|
103
$8.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
102New |
$6.64K - $10.1K
|
102
$8.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
$6.51K - $9.89K
|
100
$8.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.51K - $9.89K
|
100
$8.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
99+ 2.15% |
$6.44K - $9.79K
|
4.71K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98+ 23.22% |
$6.38K - $9.69K
|
520
$43.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
95+ 11.83% |
$6.18K - $9.4K
|
898
$75.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
94+ 188.0% |
$6.12K - $9.3K
|
144
$12.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
90+ 2.47% |
$5.86K - $8.9K
|
3.73K
$314K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
88+ 100.0% |
$5.73K - $8.7K
|
176
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
85+ 2.01% |
$5.53K - $8.41K
|
4.3K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
82New |
$5.33K - $8.11K
|
82
$6.89K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
80+ 93.02% |
$5.2K - $7.91K
|
166
$13.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
77+ 2.97% |
$5.01K - $7.62K
|
2.67K
$224K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
77New |
$5.01K - $7.62K
|
77
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
77New |
$5.01K - $7.62K
|
77
$6.47K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
73+ 1.64% |
$4.75K - $7.22K
|
4.52K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70+ 40.0% |
$4.55K - $6.92K
|
245
$20.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$4.55K - $6.92K
|
70
$5.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
70New |
$4.55K - $6.92K
|
70
$5.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
68+ 0.43% |
$4.42K - $6.73K
|
15.9K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
65+ 8.63% |
$4.23K - $6.43K
|
818
$68.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
65New |
$4.23K - $6.43K
|
65
$5.46K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
63+ 0.6% |
$4.1K - $6.23K
|
10.5K
$883K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
59+ 34.3% |
$3.84K - $5.84K
|
231
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
55+ 550.0% |
$3.58K - $5.44K
|
65
$5.46K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
52+ 1.5% |
$3.38K - $5.14K
|
3.52K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 1.25% |
$3.25K - $4.95K
|
4.05K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
50+ 16.08% |
$3.25K - $4.95K
|
361
$30.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 38.21% |
$3.06K - $4.65K
|
170
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
47New |
$3.06K - $4.65K
|
47
$3.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
45+ 1.04% |
$2.93K - $4.45K
|
4.36K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
45+ 7.33% |
$2.93K - $4.45K
|
659
$55.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$2.8K - $4.25K
|
43
$3.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 27.56% |
$2.8K - $4.25K
|
199
$16.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 11.17% |
$2.8K - $4.25K
|
428
$36K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42+ 5.58% |
$2.73K - $4.15K
|
795
$66.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
42+ 0.39% |
$2.73K - $4.15K
|
10.7K
$902K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
40New |
$2.6K - $3.96K
|
40
$3.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
38+ 1.05% |
$2.47K - $3.76K
|
3.65K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
35+ 0.4% |
$2.28K - $3.46K
|
8.76K
$736K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 8.46% |
$2.21K - $3.36K
|
436
$36.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 3.05% |
$2.08K - $3.17K
|
1.08K
$90.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
32+ 9.67% |
$2.08K - $3.17K
|
363
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.19% |
$1.95K - $2.97K
|
16.2K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29+ 29.0% |
$1.89K - $2.87K
|
129
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28+ 17.07% |
$1.82K - $2.77K
|
192
$16.1K
|