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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
75KNew |
$3.31M - $6.04M
|
75K
$6.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 23.53% |
$70.6K - $129K
|
5.2K
$463K
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-174K- 67.48% |
$7.7M - $14M
|
84K
$7.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.1K+ 26.27% |
$490K - $895K
|
53.4K
$4.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-38- 15.45% |
$1.68K - $3.06K
|
208
$18.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Glynn Capital Management LLC
|
SELL
|
- |
-87.7K- 42.12% |
$3.87M - $7.07M
|
121K
$10.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11New |
$486 - $886
|
11
$979
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.04K+ 2.2% |
$46K - $84K
|
48.4K
$4.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
16.7KNew |
$736K - $1.34M
|
16.7K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.12K- 4.18% |
$138K - $251K
|
71.7K
$6.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-16- 66.67% |
$706 - $1.29K
|
8
$712
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management B.V.
|
SELL
|
- |
-20K- 28.57% |
$883K - $1.61M
|
50K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
34New |
$1.5K - $2.74K
|
34
$3.02K
|
|
|
Nov 03, 2023
Q3 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
13.9KNew |
$614K - $1.12M
|
13.9K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
518New |
$22.9K - $41.7K
|
518
$46.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-38.1K- 69.72% |
$1.68M - $3.07M
|
16.5K
$1.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
4.02K+ 10.86% |
$177K - $324K
|
41K
$3.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30New |
$1.32K - $2.42K
|
30
$2.67K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 36.17% |
$750 - $1.37K
|
30
$2.67K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-5K- 33.33% |
$221K - $403K
|
10K
$890K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
326+ 4.16% |
$14.4K - $26.3K
|
8.15K
$725K
|
|
|
Oct 25, 2023
Q3 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-489K- 96.51% |
$21.6M - $39.4M
|
17.7K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
11New |
$486 - $886
|
11
$979
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-203- 1.28% |
$8.96K - $16.3K
|
15.6K
$1.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-597- 99.5% |
$26.4K - $48.1K
|
3
$267
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53+ 14.29% |
$2.34K - $4.27K
|
424
$37.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.05K+ 37.0% |
$90.3K - $165K
|
7.58K
$674K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
799+ 3.96% |
$35.3K - $64.3K
|
21K
$1.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.9KNew |
$216K - $395K
|
4.9K
$436K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
85+ 3.79% |
$3.75K - $6.85K
|
2.33K
$207K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.16K- 2.31% |
$139K - $254K
|
134K
$11.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.27KNew |
$321K - $585K
|
7.27K
$646K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$4.41K - $8.05K
|
100
$8.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
300New |
$13.2K - $24.2K
|
300
$26.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$1.72K - $3.14K
|
39
$3.47K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
14.5K+ 30.7% |
$640K - $1.17M
|
61.7K
$5.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-6.96K- 55.46% |
$307K - $561K
|
5.59K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$221 - $403
|
5
$445
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-660- 4.45% |
$29.1K - $53.1K
|
14.2K
$1.26M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
30K+ 13.64% |
$1.67M - $2.07M
|
250K
$22.2M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 5.88% |
$278 - $344
|
80
$7.12K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.37KClosed |
$131K - $163K
|
0
$0
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
4.32KNew |
$240K - $297K
|
4.32K
$384K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.39K- 16.98% |
$300K - $371K
|
26.4K
$2.35M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
6.9KNew |
$383K - $475K
|
6.9K
$614K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
4.58KNew |
$254K - $315K
|
4.58K
$408K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$222 - $275
|
4
$356
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.12KClosed |
$61.9K - $76.8K
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 222.77% |
$6.1M - $7.56M
|
159K
$14.2M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$1.39K - $1.72K
|
25
$2.22K
|
|