Latest Institutional Transactions on Block, Inc. (SQ)
This table provides information on the latest institutional transactions involving Block, Inc. (SQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13New |
$703 - $1.21K
|
13
$744
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19New |
$1.03K - $1.77K
|
19
$1.09K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.61K+ 30.91% |
$86.9K - $149K
|
6.81K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
7.9K+ 38.36% |
$427K - $734K
|
28.5K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.01K+ 42.15% |
$271K - $466K
|
16.9K
$967K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
49.2KNew |
$2.66M - $4.57M
|
49.2K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-17.9K- 75.42% |
$967K - $1.66M
|
5.84K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
498+ 18.66% |
$26.9K - $46.3K
|
3.17K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
31.6K+ 56.43% |
$1.71M - $2.94M
|
87.7K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-116- 0.97% |
$6.27K - $10.8K
|
11.8K
$675K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-27.3K- 41.56% |
$1.47M - $2.54M
|
38.4K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-2- 20.0% |
$108 - $186
|
8
$458
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-47- 61.04% |
$2.54K - $4.37K
|
30
$1.72K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$270 - $465
|
5
$286
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.66KNew |
$89.9K - $155K
|
1.66K
$95.2K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
3KNew |
$162K - $279K
|
3K
$172K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2.7K- 39.31% |
$146K - $251K
|
4.17K
$238K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 3.85% |
$108 - $186
|
50
$2.86K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-360- 47.37% |
$19.5K - $33.5K
|
400
$22.9K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 4.82% |
$432 - $744
|
174
$9.96K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-8.14K- 13.51% |
$440K - $757K
|
52.1K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.3K+ 130.57% |
$286K - $493K
|
9.36K
$536K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 55.42% |
$101K - $174K
|
5.26K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-800- 41.47% |
$43.2K - $74.4K
|
1.13K
$64.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-170- 69.39% |
$9.19K - $15.8K
|
75
$4.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-800- 36.36% |
$43.2K - $74.4K
|
1.4K
$80.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-33- 0.78% |
$1.78K - $3.07K
|
4.21K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9+ 128.57% |
$486 - $837
|
16
$916
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
71+ 10.77% |
$3.84K - $6.6K
|
730
$41.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
44.3KNew |
$2.4M - $4.12M
|
44.3K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
63.3K+ 112.1% |
$3.42M - $5.88M
|
120K
$6.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
24+ 0.59% |
$1.3K - $2.23K
|
4.07K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 1.43% |
$54 - $93
|
69
$3.95K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
349New |
$18.9K - $32.4K
|
349
$20K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
10+ 5.41% |
$540 - $930
|
195
$11.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1K- 97.09% |
$54K - $93K
|
30
$1.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 4.53% |
$1.95K - $3.35K
|
759
$43.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-11.2K- 30.73% |
$605K - $1.04M
|
25.2K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
17New |
$919 - $1.58K
|
17
$973
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-27- 57.45% |
$1.46K - $2.51K
|
20
$1.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 1.83% |
$432 - $744
|
428
$24.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.86KNew |
$209K - $359K
|
3.86K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33New |
$1.78K - $3.07K
|
33
$1.89K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
40New |
$2.16K - $3.72K
|
40
$2.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-582- 12.31% |
$31.5K - $54.1K
|
4.15K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50.3KNew |
$2.72M - $4.68M
|
50.3K
$2.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.05KNew |
$56.6K - $97.3K
|
1.05K
$59.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
37.9KNew |
$2.05M - $3.53M
|
37.9K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
16.2KNew |
$873K - $1.5M
|
16.2K
$924K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4+ 2.35% |
$216 - $372
|
174
$9.96K
|