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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
82.4K+ 219.22% |
$5M - $7.29M
|
120K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
137New |
$8.31K - $12.1K
|
137
$11.6K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
827+ 25.97% |
$50.2K - $73.1K
|
4.01K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
15New |
$910 - $1.33K
|
15
$1.27K
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
25KNew |
$1.52M - $2.21M
|
25K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-36.6K- 80.79% |
$2.22M - $3.24M
|
8.7K
$739K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$3.03K - $4.42K
|
50
$4.25K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
1KNew |
$60.7K - $88.4K
|
1K
$85K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
677+ 11.29% |
$41.1K - $59.9K
|
6.67K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
30.1KNew |
$1.83M - $2.66M
|
30.1K
$2.56M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
43.3K+ 46.96% |
$2.63M - $3.83M
|
136K
$11.5M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.13K- 9.56% |
$190K - $277K
|
29.6K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13New |
$789 - $1.15K
|
13
$1.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.88MNew |
$235M - $343M
|
3.88M
$330M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$364 - $530
|
6
$510
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.75KNew |
$106K - $155K
|
1.75K
$149K
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.38KNew |
$266K - $388K
|
4.38K
$373K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$12.1K - $17.7K
|
200
$17K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
36New |
$2.18K - $3.18K
|
36
$3.06K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-150- 3.33% |
$9.1K - $13.3K
|
4.36K
$370K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.96KNew |
$180K - $262K
|
2.96K
$252K
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-266- 2.92% |
$16.1K - $23.5K
|
8.84K
$751K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
13.7KNew |
$831K - $1.21M
|
13.7K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
100New |
$6.07K - $8.84K
|
100
$8.5K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.16K- 45.88% |
$192K - $280K
|
3.73K
$317K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 3.47% |
$1.7K - $2.48K
|
836
$71.1K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-30- 13.95% |
$1.82K - $2.65K
|
185
$15.7K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-6.27K- 94.0% |
$380K - $554K
|
400
$34K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
124+ 0.33% |
$7.52K - $11K
|
38K
$3.23M
|
|
|
May 02, 2023
Q1 2023
|
Zenyatta Capital Management LP
|
SELL
|
- |
-40K- 50.0% |
$2.43M - $3.54M
|
40K
$3.4M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
15+ 750.0% |
$910 - $1.33K
|
17
$1.44K
|
|
|
May 01, 2023
Q1 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08KNew |
$248K - $361K
|
4.08K
$347K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.31K+ 46.51% |
$79.2K - $115K
|
4.11K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
96.4K+ 203.81% |
$5.85M - $8.52M
|
144K
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.84K+ 77.81% |
$172K - $251K
|
6.49K
$552K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
3.78KNew |
$229K - $334K
|
3.78K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
5.01KNew |
$304K - $443K
|
5.01K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.24KNew |
$197K - $287K
|
3.24K
$276K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-55- 39.57% |
$3.34K - $4.86K
|
84
$7.14K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8New |
$485 - $707
|
8
$680
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
74New |
$4.49K - $6.54K
|
74
$6.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$4.25K - $6.19K
|
70
$5.95K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 25.94% |
$12.1K - $17.7K
|
571
$48.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$303K - $442K
|
10K
$850K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.22K- 63.17% |
$378K - $550K
|
3.63K
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
80.3KNew |
$4.87M - $7.1M
|
80.3K
$6.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-93- 2.44% |
$5.64K - $8.22K
|
3.72K
$316K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$6.13K - $8.93K
|
101
$8.58K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.35K- 15.04% |
$506K - $738K
|
47.1K
$4.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3KNew |
$182K - $265K
|
3K
$255K
|