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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
205+ 15.51% |
$11.4K - $14.1K
|
1.53K
$130K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-155- 11.9% |
$8.61K - $10.7K
|
1.15K
$97.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.54% |
$2.22K - $2.75K
|
7.41K
$630K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.2KNew |
$567K - $703K
|
10.2K
$867K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
8.54KNew |
$474K - $588K
|
8.54K
$725K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 20.83% |
$278 - $344
|
29
$2.46K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100+ 12.42% |
$5.55K - $6.88K
|
905
$76.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 28.83% |
$2.61K - $3.24K
|
116
$9.86K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$27.8K - $34.4K
|
500
$42.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-41.6K- 83.32% |
$2.31M - $2.86M
|
8.33K
$708K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
69+ 1.02% |
$3.83K - $4.75K
|
6.84K
$581K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.42K+ 6.14% |
$134K - $166K
|
41.8K
$3.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-107- 55.44% |
$5.94K - $7.37K
|
86
$7.31K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-176- 5.16% |
$9.78K - $12.1K
|
3.23K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.91KNew |
$162K - $200K
|
2.91K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-115- 1.28% |
$6.39K - $7.92K
|
8.87K
$754K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22KNew |
$67.5K - $83.7K
|
1.22K
$103K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$2.78K - $3.44K
|
50
$4.25K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2KNew |
$566K - $702K
|
10.2K
$867K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-8.54K- 99.89% |
$474K - $588K
|
9
$765
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.76K- 69.68% |
$209K - $258K
|
1.63K
$139K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 27.5% |
$58.8K - $72.8K
|
4.91K
$417K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
670+ 262.75% |
$37.2K - $46.1K
|
925
$78.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 4.35% |
$167 - $207
|
72
$6.12K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
25.6KNew |
$1.55M - $2.26M
|
25.6K
$2.18M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-221K- 33.1% |
$13.4M - $19.6M
|
447K
$38M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
100KNew |
$6.07M - $8.84M
|
100K
$8.5M
|
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.9KClosed |
$297K - $433K
|
0
$0
|
|
|
Aug 11, 2023
Q1 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
354KNew |
$21.5M - $31.3M
|
354K
$30.1M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.01KClosed |
$183K - $266K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.78KNew |
$169K - $246K
|
2.78K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-100- 99.01% |
$6.07K - $8.84K
|
1
$85
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.66M+ 49.06% |
$101M - $147M
|
5.04M
$428M
|
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
40KNew |
$2.43M - $3.54M
|
40K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1KNew |
$60.7K - $88.4K
|
1K
$85K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.93KNew |
$178K - $259K
|
2.93K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
PUT |
4.5KNew |
$273K - $398K
|
4.5K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-234K- 12.47% |
$14.2M - $20.7M
|
1.65M
$140M
|
|
|
May 15, 2023
Q1 2023
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
162KNew |
$9.83M - $14.3M
|
162K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
125KNew |
$7.59M - $11.1M
|
125K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
275KNew |
$16.7M - $24.3M
|
275K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-855- 22.45% |
$51.9K - $75.6K
|
2.95K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Honeycomb Asset Management LP
New York, NY |
SELL
|
- |
-201K- 57.26% |
$12.2M - $17.8M
|
150K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
5.29KNew |
$321K - $467K
|
5.29K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
913KNew |
$55.4M - $80.7M
|
913K
$77.6M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
100New |
$6.07K - $8.84K
|
100
$8.5K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.3KNew |
$261K - $380K
|
4.3K
$366K
|
|
|
May 12, 2023
Q1 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
3.1K+ 6.72% |
$188K - $274K
|
49.2K
$4.18M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-30K- 37.5% |
$1.82M - $2.65M
|
50K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$607 - $884
|
10
$850
|
|