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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.04K+ 2.2% |
$46K - $84K
|
48.4K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
16.7KNew |
$736K - $1.34M
|
16.7K
$954K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.12K- 4.18% |
$138K - $251K
|
71.7K
$4.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-16- 66.67% |
$706 - $1.29K
|
8
$458
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management B.V.
|
SELL
|
- |
-20K- 28.57% |
$883K - $1.61M
|
50K
$2.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
34New |
$1.5K - $2.74K
|
34
$1.95K
|
|
|
Nov 03, 2023
Q3 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
13.9KNew |
$614K - $1.12M
|
13.9K
$795K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
518New |
$22.9K - $41.7K
|
518
$29.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-38.1K- 69.72% |
$1.68M - $3.07M
|
16.5K
$946K
|
|
|
Nov 01, 2023
Q3 2023
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
4.02K+ 10.86% |
$177K - $324K
|
41K
$2.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30New |
$1.32K - $2.42K
|
30
$1.72K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 36.17% |
$750 - $1.37K
|
30
$1.72K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-5K- 33.33% |
$221K - $403K
|
10K
$572K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
326+ 4.16% |
$14.4K - $26.3K
|
8.15K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-489K- 96.51% |
$21.6M - $39.4M
|
17.7K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
11New |
$486 - $886
|
11
$629
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-203- 1.28% |
$8.96K - $16.3K
|
15.6K
$894K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-597- 99.5% |
$26.4K - $48.1K
|
3
$172
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53+ 14.29% |
$2.34K - $4.27K
|
424
$24.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.05K+ 37.0% |
$90.3K - $165K
|
7.58K
$433K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
799+ 3.96% |
$35.3K - $64.3K
|
21K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.9KNew |
$216K - $395K
|
4.9K
$280K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.16K- 2.31% |
$139K - $254K
|
134K
$7.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
7.27KNew |
$321K - $585K
|
7.27K
$416K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$4.41K - $8.05K
|
100
$5.72K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
300New |
$13.2K - $24.2K
|
300
$17.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
39New |
$1.72K - $3.14K
|
39
$2.23K
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
14.5K+ 30.7% |
$640K - $1.17M
|
61.7K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-6.96K- 55.46% |
$307K - $561K
|
5.59K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$221 - $403
|
5
$286
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-660- 4.45% |
$29.1K - $53.1K
|
14.2K
$811K
|
|
| Q2 2023 | |||||||
|
May 15, 2025
Q2 2023
|
Clear Street LLC
|
BUY
|
PUT |
100KNew |
$5.55M - $6.88M
|
100K
$5.72M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.37KClosed |
$131K - $163K
|
0
$0
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
4.32KNew |
$240K - $297K
|
4.32K
$247K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.39K- 16.98% |
$300K - $371K
|
26.4K
$1.51M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
CALL |
6.9KNew |
$383K - $475K
|
6.9K
$395K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
4.58KNew |
$254K - $315K
|
4.58K
$262K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4New |
$222 - $275
|
4
$229
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 222.77% |
$6.1M - $7.56M
|
159K
$9.11M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$1.39K - $1.72K
|
25
$1.43K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-113- 3.44% |
$6.28K - $7.78K
|
3.17K
$181K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$2.78K - $3.44K
|
50
$2.86K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
700+ 2.13% |
$38.9K - $48.2K
|
33.5K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
64.9K+ 17.65% |
$3.6M - $4.46M
|
432K
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
35KNew |
$1.94M - $2.41M
|
35K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.89K- 37.0% |
$105K - $130K
|
3.22K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
PUT |
1.2K+ 3.54% |
$66.6K - $82.6K
|
35.1K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-33.8K- 18.39% |
$1.88M - $2.33M
|
150K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
10KNew |
$555K - $688K
|
10K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
69.1KNew |
$3.84M - $4.75M
|
69.1K
$3.95M
|
|