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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.68KNew |
$355K - $487K
|
5.68K
$505K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-91- 3.21% |
$5.69K - $7.8K
|
2.75K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
155+ 7.23% |
$9.7K - $13.3K
|
2.3K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-183- 18.07% |
$11.5K - $15.7K
|
830
$73.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 1.14% |
$62.6 - $85.7
|
89
$7.92K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-26- 20.97% |
$1.63K - $2.23K
|
98
$8.72K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
285New |
$17.8K - $24.4K
|
285
$25.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 33.33% |
$125 - $171
|
8
$712
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.89KNew |
$181K - $247K
|
2.89K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
41+ 0.57% |
$2.57K - $3.51K
|
7.21K
$641K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 35.08% |
$115K - $157K
|
3.4K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-4.1K- 82.0% |
$257K - $351K
|
900
$80.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$150K - $206K
|
2.4K
$213K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.54KNew |
$284K - $389K
|
4.54K
$404K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
29.6KNew |
$1.85M - $2.53M
|
29.6K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.44KNew |
$152K - $209K
|
2.44K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-22- 18.33% |
$1.38K - $1.89K
|
98
$8.72K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.1KNew |
$635K - $869K
|
10.1K
$902K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 11.44% |
$31.3K - $42.9K
|
4.87K
$433K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
4.5KNew |
$282K - $386K
|
4.5K
$400K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.02KNew |
$189K - $259K
|
3.02K
$269K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-20- 57.14% |
$1.25K - $1.71K
|
15
$1.33K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3.19KNew |
$199K - $273K
|
3.19K
$284K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-100- 0.3% |
$3.92K - $7.96K
|
33.8K
$3.01M
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
4.27KNew |
$167K - $340K
|
4.27K
$380K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 0.1% |
$39.2 - $79.6
|
1K
$89.2K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 15.25% |
$353 - $716
|
50
$4.45K
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
31KNew |
$1.22M - $2.47M
|
31K
$2.76M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$15.7K - $31.8K
|
400
$35.6K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.95KNew |
$116K - $235K
|
2.95K
$262K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-18- 50.0% |
$706 - $1.43K
|
18
$1.6K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.75KNew |
$108K - $219K
|
2.75K
$245K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50.1KNew |
$1.96M - $3.99M
|
50.1K
$4.46M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
175New |
$6.86K - $13.9K
|
175
$15.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
140New |
$5.49K - $11.1K
|
140
$12.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25New |
$981 - $1.99K
|
25
$2.22K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-19.3K- 67.41% |
$757K - $1.54M
|
9.33K
$830K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.88KNew |
$113K - $229K
|
2.88K
$257K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.3KNew |
$50.9K - $103K
|
1.3K
$115K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$9.18K - $18.6K
|
234
$20.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
CALL |
-30.5K- 42.19% |
$1.2M - $2.43M
|
41.8K
$3.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
12.5KNew |
$492K - $998K
|
12.5K
$1.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
29New |
$1.14K - $2.31K
|
29
$2.58K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
10.7KNew |
$419K - $851K
|
10.7K
$952K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$173K - $352K
|
4.42K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$169K - $343K
|
4.31K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$392K - $796K
|
10K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1K- 14.19% |
$39.2K - $79.6K
|
6.05K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Tabor Asset Management, LP
New York, NY |
BUY
|
- |
29.4K+ 102.69% |
$1.15M - $2.34M
|
58K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
346KNew |
$13.6M - $27.6M
|
346K
$30.8M
|
|