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 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-152K- 54.97% |
$9.9M - $15.1M
|
125K
$7.13M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
119KNew |
$7.71M - $11.7M
|
119K
$6.78M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.5KNew |
$162K - $247K
|
2.5K
$143K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.51KNew |
$163K - $248K
|
2.51K
$144K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
395New |
$25.7K - $39.1K
|
395
$22.6K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
132+ 37.93% |
$8.59K - $13.1K
|
480
$27.5K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-183- 70.11% |
$11.9K - $18.1K
|
78
$4.46K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.86KNew |
$642K - $976K
|
9.86K
$564K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2.45K- 94.23% |
$159K - $242K
|
150
$8.58K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.74K+ 7.13% |
$243K - $370K
|
56.1K
$3.21M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
313New |
$20.4K - $31K
|
313
$17.9K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
23.1KNew |
$1.5M - $2.28M
|
23.1K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.92K+ 48.33% |
$255K - $387K
|
12K
$687K
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
PUT |
208KNew |
$13.5M - $20.5M
|
208K
$11.9M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
22.3KNew |
$1.45M - $2.2M
|
22.3K
$1.27M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
6.4KNew |
$416K - $633K
|
6.4K
$366K
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
6New |
$390 - $594
|
6
$343
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.3K- 31.46% |
$84.4K - $128K
|
2.83K
$162K
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
CALL |
-7.8K- 39.59% |
$507K - $772K
|
11.9K
$681K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.46KNew |
$160K - $243K
|
2.46K
$141K
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
24.1KNew |
$1.57M - $2.38M
|
24.1K
$1.38M
|
|
Jan 29, 2025
Q4 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-7.5K- 19.23% |
$488K - $742K
|
31.5K
$1.8M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.06KNew |
$199K - $302K
|
3.06K
$175K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-3- 0.11% |
$195 - $297
|
2.75K
$157K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 20.42% |
$97.7K - $148K
|
5.85K
$335K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.63KNew |
$171K - $260K
|
2.63K
$151K
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.25KNew |
$277K - $421K
|
4.25K
$243K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11New |
$716 - $1.09K
|
11
$629
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-305- 4.99% |
$19.8K - $30.2K
|
5.81K
$332K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.39KNew |
$481K - $731K
|
7.39K
$423K
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
125New |
$8.13K - $12.4K
|
125
$7.15K
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.47KNew |
$161K - $245K
|
2.47K
$142K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-100- 90.91% |
$6.51K - $9.89K
|
10
$572
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.72KNew |
$307K - $466K
|
4.72K
$270K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-109- 0.72% |
$7.09K - $10.8K
|
14.9K
$855K
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
7.79KNew |
$507K - $771K
|
7.79K
$446K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
40New |
$2.6K - $3.96K
|
40
$2.29K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.72K+ 37.65% |
$177K - $269K
|
9.95K
$569K
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
17New |
$1.11K - $1.68K
|
17
$973
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
2.55KNew |
$166K - $252K
|
2.55K
$146K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
55+ 550.0% |
$3.58K - $5.44K
|
65
$3.72K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-838- 2.11% |
$54.5K - $82.9K
|
38.9K
$2.22M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.86K+ 48200.0% |
$251K - $381K
|
3.86K
$221K
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-48.2K- 22.07% |
$3.13M - $4.76M
|
170K
$9.73M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
12New |
$781 - $1.19K
|
12
$687
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.56K- 50.48% |
$166K - $253K
|
2.51K
$144K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149+ 4.89% |
$9.69K - $14.7K
|
3.2K
$183K
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
4.1KNew |
$267K - $406K
|
4.1K
$235K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1New |
$65.1 - $98.9
|
1
$57.2
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
292New |
$19K - $28.9K
|
292
$16.7K
|