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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
20New |
$1.3K - $1.98K
|
20
$1.14K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
6.31KNew |
$411K - $624K
|
6.31K
$361K
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
15.5KNew |
$1.01M - $1.54M
|
15.5K
$889K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
117KNew |
$7.62M - $11.6M
|
117K
$6.7M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-675- 19.07% |
$43.9K - $66.8K
|
2.86K
$164K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$190K - $290K
|
2.93K
$167K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$13K - $19.8K
|
200
$11.4K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.13K- 25.92% |
$139K - $211K
|
6.09K
$349K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
200New |
$13K - $19.8K
|
200
$11.4K
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
5.45KNew |
$355K - $539K
|
5.45K
$312K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-512- 16.72% |
$33.3K - $50.6K
|
2.55K
$146K
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.9KNew |
$254K - $386K
|
3.9K
$223K
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-170- 1.86% |
$11.1K - $16.8K
|
8.99K
$514K
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
148KNew |
$9.61M - $14.6M
|
148K
$8.45M
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-29.6K- 50.52% |
$1.92M - $2.92M
|
28.9K
$1.66M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7New |
$455 - $692
|
7
$401
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
49.1K+ 701.43% |
$3.19M - $4.86M
|
56.1K
$3.21M
|
|
Feb 10, 2025
Q4 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
71.4K+ 1022.34% |
$4.65M - $7.06M
|
78.4K
$4.49M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
121+ 0.53% |
$7.87K - $12K
|
23K
$1.32M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
65New |
$4.23K - $6.43K
|
65
$3.72K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
2KNew |
$130K - $198K
|
2K
$114K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.94K+ 16.93% |
$321K - $489K
|
34.1K
$1.95M
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
579New |
$37.7K - $57.3K
|
579
$33.1K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28+ 17.07% |
$1.82K - $2.77K
|
192
$11K
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7.07KNew |
$460K - $700K
|
7.07K
$405K
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-12.2K- 45.17% |
$795K - $1.21M
|
14.8K
$849K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10- 3.23% |
$651 - $989
|
300
$17.2K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-691- 21.32% |
$45K - $68.4K
|
2.55K
$146K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.2K- 19.67% |
$143K - $218K
|
8.99K
$514K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.7KNew |
$176K - $267K
|
2.7K
$155K
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
4.15KNew |
$270K - $411K
|
4.15K
$238K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.5KNew |
$292K - $445K
|
4.5K
$257K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
CALL |
300New |
$19.5K - $29.7K
|
300
$17.2K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 16.64% |
$32.5K - $49.5K
|
2.51K
$143K
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
14.5KNew |
$944K - $1.43M
|
14.5K
$830K
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-99- 7.33% |
$6.44K - $9.79K
|
1.25K
$71.6K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.59KNew |
$168K - $256K
|
2.59K
$148K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
873New |
$56.8K - $86.4K
|
873
$50K
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.17KNew |
$141K - $215K
|
2.17K
$124K
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.19KNew |
$208K - $316K
|
3.19K
$183K
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16New |
$1.04K - $1.58K
|
16
$916
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
122KNew |
$7.95M - $12.1M
|
122K
$6.99M
|
|
Feb 05, 2025
Q4 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
249K+ 30.38% |
$16.2M - $24.6M
|
1.07M
$61.2M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.84KNew |
$315K - $479K
|
4.84K
$277K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 12.68% |
$586 - $890
|
80
$4.58K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.64KNew |
$172K - $261K
|
2.64K
$151K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
5New |
$325 - $495
|
5
$286
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
105New |
$6.83K - $10.4K
|
105
$6.01K
|
|
Feb 04, 2025
Q4 2024
|
Ghe, LLC
|
SELL
|
- |
-870- 16.83% |
$56.6K - $86.1K
|
4.3K
$246K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.39KNew |
$155K - $236K
|
2.39K
$137K
|