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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
408+ 88.7% |
$21K - $29.9K
|
868
$75.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-14.6K- 8.88% |
$750K - $1.07M
|
149K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-89- 1.84% |
$4.58K - $6.53K
|
4.75K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Barrier Capital Management, LLC
San Francisco, CA |
SELL
|
- |
-35.7K- 52.87% |
$1.84M - $2.62M
|
31.8K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-3.65K- 22.21% |
$188K - $268K
|
12.8K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
CALL |
-500- 45.45% |
$25.8K - $36.7K
|
600
$52.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.73KNew |
$244K - $347K
|
4.73K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-1.07K- 3.79% |
$55.1K - $78.5K
|
27.1K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-442- 4.11% |
$22.8K - $32.4K
|
10.3K
$902K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.97KNew |
$101K - $145K
|
1.97K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
30+ 272.73% |
$1.55K - $2.2K
|
41
$3.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-229- 69.18% |
$11.8K - $16.8K
|
102
$8.92K
|
|
|
Feb 09, 2023
Q4 2022
|
Hst Ventures, LLC
|
BUY
|
- |
38.3KNew |
$1.97M - $2.81M
|
38.3K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
3.53KNew |
$182K - $259K
|
3.53K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
213New |
$11K - $15.6K
|
213
$18.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.38K- 27.92% |
$71K - $101K
|
3.56K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-3.62K- 52.34% |
$186K - $265K
|
3.29K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.93KNew |
$99.3K - $141K
|
1.93K
$169K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
PUT |
700New |
$36.1K - $51.4K
|
700
$61.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
21New |
$1.08K - $1.54K
|
21
$1.84K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1New |
$51.5 - $73.4
|
1
$87.5
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
30New |
$1.55K - $2.2K
|
30
$2.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.57KNew |
$236K - $335K
|
4.57K
$400K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
238+ 4.65% |
$12.3K - $17.5K
|
5.36K
$469K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-150- 76.14% |
$7.73K - $11K
|
47
$4.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
661+ 1.04% |
$34K - $48.5K
|
64K
$5.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2New |
$103 - $147
|
2
$175
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
10.2KNew |
$527K - $751K
|
10.2K
$895K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.03KNew |
$104K - $149K
|
2.03K
$177K
|
|
|
Feb 03, 2023
Q4 2022
|
Homestead Advisers Corp
|
SELL
|
- |
-470- 43.88% |
$24.2K - $34.5K
|
601
$52.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 27.27% |
$773 - $1.1K
|
40
$3.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5- 9.09% |
$258 - $367
|
50
$4.37K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.73K- 27.69% |
$89.1K - $127K
|
4.52K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
40+ 4.17% |
$2.06K - $2.94K
|
1K
$87.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$8.75K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
501+ 12.26% |
$25.8K - $36.8K
|
4.59K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-603- 11.74% |
$31.1K - $44.2K
|
4.54K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
10+ 16.67% |
$515 - $734
|
70
$6.12K
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.77K- 29.05% |
$143K - $203K
|
6.77K
$592K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-131- 28.73% |
$6.75K - $9.61K
|
325
$28.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-74.1K- 99.62% |
$3.82M - $5.44M
|
283
$24.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
80KNew |
$4.12M - $5.87M
|
80K
$7M
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
25New |
$1.29K - $1.83K
|
25
$2.19K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.7K- 20.49% |
$87.3K - $124K
|
6.58K
$575K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
22New |
$1.13K - $1.61K
|
22
$1.92K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 39.75% |
$117K - $167K
|
3.44K
$301K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.76KNew |
$194K - $276K
|
3.76K
$329K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 5.26% |
$103 - $147
|
36
$3.15K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-8- 3.15% |
$412 - $587
|
246
$21.5K
|