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 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-94- 8.75% |
$5.7K - $8.31K
|
980
$83.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.02KNew |
$183K - $267K
|
3.02K
$257K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-14- 9.33% |
$850 - $1.24K
|
136
$11.6K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-42.2K- 13.47% |
$2.56M - $3.73M
|
271K
$23M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.73KNew |
$287K - $418K
|
4.73K
$402K
|
|
|
Apr 14, 2023
Q1 2023
|
Nepsis Inc.
|
SELL
|
- |
-45.4K- 23.84% |
$2.76M - $4.01M
|
145K
$12.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-522- 13.89% |
$31.7K - $46.2K
|
3.24K
$275K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
115New |
$6.98K - $10.2K
|
115
$9.77K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.94KNew |
$178K - $260K
|
2.94K
$250K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
27New |
$1.64K - $2.39K
|
27
$2.29K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.04KNew |
$184K - $269K
|
3.04K
$258K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12New |
$728 - $1.06K
|
12
$1.02K
|
|
| Q4 2022 | |||||||
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
150+ 100.0% |
$7.73K - $11K
|
300
$25.5K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-22.9KClosed |
$1.18M - $1.68M
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$139K - $198K
|
2.7K
$230K
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
CALL |
5.8KNew |
$299K - $426K
|
5.8K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-71.1K- 57.03% |
$3.66M - $5.22M
|
53.6K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-665- 10.46% |
$34.3K - $48.8K
|
5.69K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$8.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.21K+ 250.53% |
$268K - $382K
|
7.29K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$8.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 0.46% |
$1.03K - $1.47K
|
4.29K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.02K- 6.94% |
$52.7K - $75.1K
|
13.7K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 23.08% |
$618 - $881
|
40
$3.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
252KNew |
$13M - $18.5M
|
252K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
214+ 0.9% |
$11K - $15.7K
|
24.1K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-2.2K- 49.72% |
$113K - $161K
|
2.23K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-301K- 57.49% |
$15.5M - $22.1M
|
223K
$18.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.3KNew |
$170K - $242K
|
3.3K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
118+ 1.34% |
$6.08K - $8.66K
|
8.93K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.35KNew |
$173K - $246K
|
3.35K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Mass Ave Global Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$555K - $791K
|
10.8K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
13KNew |
$670K - $954K
|
13K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$258 - $367
|
5
$425
|
|
|
Feb 14, 2023
Q4 2022
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-1.22M- 75.83% |
$62.9M - $89.6M
|
389K
$33.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Orland Properties LTD
Washington, DC |
BUY
|
- |
4.69KNew |
$241K - $344K
|
4.69K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.1KNew |
$1.24M - $1.77M
|
24.1K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
97New |
$5K - $7.12K
|
97
$8.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
7.28KNew |
$375K - $534K
|
7.28K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.61KNew |
$340K - $485K
|
6.61K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-24.5KClosed |
$1.26M - $1.8M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-177- 3.85% |
$9.12K - $13K
|
4.43K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$73.2K - $104K
|
1.42K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
138+ 2.62% |
$7.11K - $10.1K
|
5.4K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-308- 1.45% |
$15.9K - $22.6K
|
20.9K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
PUT |
-2.5K- 12.82% |
$129K - $183K
|
17K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-15.2K- 40.62% |
$781K - $1.11M
|
22.2K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
8.03KNew |
$414K - $589K
|
8.03K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Manchester Global Management (Uk) LTD
London, X0 |
BUY
|
- |
115KNew |
$5.93M - $8.45M
|
115K
$9.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-13Closed |
$670 - $954
|
0
$0
|
|