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 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-400- 80.0% |
$25K - $34.3K
|
100
$8.9K
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.6KNew |
$163K - $223K
|
2.6K
$231K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.23K+ 48.61% |
$139K - $191K
|
6.81K
$606K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-740- 19.27% |
$46.3K - $63.4K
|
3.1K
$276K
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-9K- 64.29% |
$563K - $771K
|
5K
$445K
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 2.1% |
$63.2K - $86.6K
|
47.1K
$4.19M
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-39- 1.4% |
$2.44K - $3.34K
|
2.75K
$245K
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
2.55KNew |
$159K - $218K
|
2.55K
$226K
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.61KNew |
$163K - $223K
|
2.61K
$232K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-732- 13.18% |
$45.8K - $62.7K
|
4.82K
$429K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.96KNew |
$185K - $253K
|
2.96K
$263K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
35KNew |
$2.19M - $3M
|
35K
$3.11M
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
927+ 2.73% |
$58K - $79.5K
|
34.9K
$3.1M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17- 0.65% |
$1.06K - $1.46K
|
2.6K
$231K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
15New |
$939 - $1.29K
|
15
$1.33K
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
4.12KNew |
$258K - $353K
|
4.12K
$367K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-194- 7.12% |
$12.1K - $16.6K
|
2.53K
$225K
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
100+ 1.25% |
$6.26K - $8.57K
|
8.1K
$721K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$8.9K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$8.9K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4KNew |
$250K - $343K
|
4K
$356K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100New |
$6.26K - $8.57K
|
100
$8.9K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
56.9KNew |
$3.56M - $4.88M
|
56.9K
$5.06M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.87K+ 120.8% |
$493K - $675K
|
14.4K
$1.28M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.62KNew |
$164K - $225K
|
2.62K
$233K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.78KNew |
$174K - $239K
|
2.78K
$248K
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-167- 5.43% |
$10.4K - $14.3K
|
2.91K
$259K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
45New |
$2.82K - $3.86K
|
45
$4K
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.47KNew |
$154K - $211K
|
2.47K
$219K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
385New |
$24.1K - $33K
|
385
$34.3K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
50New |
$3.13K - $4.29K
|
50
$4.45K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
300New |
$18.8K - $25.7K
|
300
$26.7K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
170New |
$10.6K - $14.6K
|
170
$15.1K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 1.64% |
$3.13K - $4.29K
|
2.99K
$266K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 12.5% |
$125 - $171
|
14
$1.25K
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
10.1KNew |
$630K - $863K
|
10.1K
$896K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.95KNew |
$184K - $253K
|
2.95K
$262K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.95KNew |
$184K - $253K
|
2.95K
$262K
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58- 2.09% |
$3.63K - $4.97K
|
2.72K
$242K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.43KNew |
$152K - $209K
|
2.43K
$216K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.41KNew |
$151K - $206K
|
2.41K
$214K
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.49KNew |
$156K - $213K
|
2.49K
$221K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
16.8KNew |
$1.05M - $1.44M
|
16.8K
$1.49M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-63K- 89.73% |
$3.94M - $5.4M
|
7.21K
$641K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-227K- 92.12% |
$14.2M - $19.4M
|
19.4K
$1.73M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.97KNew |
$186K - $255K
|
2.97K
$264K
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.92KNew |
$183K - $250K
|
2.92K
$260K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.98KNew |
$186K - $255K
|
2.98K
$265K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
185New |
$11.6K - $15.9K
|
185
$16.5K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
12+ 1.09% |
$751 - $1.03K
|
1.11K
$99.1K
|