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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$412 - $587
|
8
$700
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
9.29KNew |
$479K - $682K
|
9.29K
$813K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$8.75K
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3.02KNew |
$156K - $222K
|
3.02K
$265K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
339New |
$17.5K - $24.9K
|
339
$29.7K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
79New |
$4.07K - $5.8K
|
79
$6.91K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-135- 2.94% |
$6.95K - $9.91K
|
4.46K
$390K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-739- 4.38% |
$38.1K - $54.2K
|
16.1K
$1.41M
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-603- 99.18% |
$31.1K - $44.2K
|
5
$437
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
160New |
$8.24K - $11.7K
|
160
$14K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$2.99K - $4.26K
|
58
$5.07K
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$1.03K - $1.47K
|
20
$1.75K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.49KNew |
$76.7K - $109K
|
1.49K
$130K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
304New |
$15.7K - $22.3K
|
304
$26.6K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
23New |
$1.18K - $1.69K
|
23
$2.01K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
349New |
$18K - $25.6K
|
349
$30.5K
|
|
Q3 2022 | |||||||
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
15+ 10.0% |
$812 - $1.35K
|
165
$14.4K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-159Closed |
$8.61K - $14.3K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-19.3K- 48.81% |
$1.04M - $1.73M
|
20.2K
$1.77M
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-43.8K- 73.16% |
$2.37M - $3.93M
|
16.1K
$1.41M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-320Closed |
$17.3K - $28.7K
|
0
$0
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
224+ 2.97% |
$12.1K - $20.1K
|
7.77K
$680K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-6- 1.99% |
$325 - $538
|
295
$25.8K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-286- 84.37% |
$15.5K - $25.7K
|
53
$4.64K
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.62K- 21.83% |
$87.7K - $145K
|
5.8K
$507K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2K+ 692.04% |
$108K - $179K
|
2.29K
$200K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
225+ 95.74% |
$12.2K - $20.2K
|
460
$40.2K
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 33.33% |
$1.08K - $1.79K
|
40
$3.5K
|
|
Nov 14, 2022
Q3 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
2.5K+ 19.54% |
$135K - $224K
|
15.3K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-9- 18.37% |
$487 - $807
|
40
$3.5K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
4.1K+ 43.16% |
$222K - $368K
|
13.6K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 2.38% |
$162 - $269
|
123
$10.8K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-115- 54.76% |
$6.23K - $10.3K
|
95
$8.31K
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-17.2K- 39.22% |
$929K - $1.54M
|
26.6K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-7K- 11.53% |
$379K - $628K
|
53.7K
$4.7M
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.99KNew |
$541K - $896K
|
9.99K
$874K
|
|
Nov 14, 2022
Q3 2022
|
Emerson Point Capital LP
Larchmont, NY |
BUY
|
- |
5.75K+ 30.99% |
$311K - $516K
|
24.3K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
327+ 6.28% |
$17.7K - $29.3K
|
5.54K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-267- 5.66% |
$14.5K - $23.9K
|
4.45K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-575- 12.29% |
$31.1K - $51.6K
|
4.11K
$359K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 16.67% |
$271 - $449
|
25
$2.19K
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
41.3KNew |
$2.24M - $3.71M
|
41.3K
$3.62M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
PUT |
140KNew |
$7.59M - $12.6M
|
140K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Hunt Lane Capital LP
New York, NY |
SELL
|
- |
-25K- 21.74% |
$1.35M - $2.24M
|
90K
$7.87M
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.37KNew |
$291K - $482K
|
5.37K
$470K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
31New |
$1.68K - $2.78K
|
31
$2.71K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
8.9K+ 1.64% |
$482K - $799K
|
551K
$48.2M
|
|
Nov 14, 2022
Q3 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-281- 1.66% |
$15.2K - $25.2K
|
16.7K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
33New |
$1.79K - $2.96K
|
33
$2.89K
|
|
Nov 14, 2022
Q3 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
80.6KNew |
$4.36M - $7.23M
|
80.6K
$7.05M
|