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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.17KNew |
$176K - $218K
|
3.17K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 26.44% |
$70.4K - $87.3K
|
3.53K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
511New |
$28.4K - $35.2K
|
511
$29.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
22.9KNew |
$1.27M - $1.58M
|
22.9K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-153K- 48.23% |
$8.47M - $10.5M
|
164K
$9.37M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-15- 0.48% |
$833 - $1.03K
|
3.14K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
28New |
$1.56K - $1.93K
|
28
$1.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.62K+ 10.7% |
$201K - $249K
|
37.5K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
440+ 14.07% |
$24.4K - $30.3K
|
3.57K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
102K+ 6.83% |
$5.68M - $7.04M
|
1.6M
$91.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.3K- 0.51% |
$72K - $89.2K
|
253K
$14.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
3.46K+ 26.54% |
$192K - $238K
|
16.5K
$945K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
95New |
$5.28K - $6.54K
|
95
$5.44K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
CALL |
2.2KNew |
$122K - $151K
|
2.2K
$126K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 50.0% |
$11.1K - $13.8K
|
200
$11.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19New |
$1.06K - $1.31K
|
19
$1.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
52.5K+ 8.25% |
$2.92M - $3.61M
|
689K
$39.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3New |
$167 - $207
|
3
$172
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-670- 12.4% |
$37.2K - $46.1K
|
4.73K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
250New |
$13.9K - $17.2K
|
250
$14.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
6.5KNew |
$361K - $447K
|
6.5K
$372K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 4.76% |
$611 - $757
|
220
$12.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
738+ 9.14% |
$41K - $50.8K
|
8.81K
$504K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
354New |
$19.7K - $24.4K
|
354
$20.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-80- 1.46% |
$4.44K - $5.51K
|
5.4K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.04% |
$55.5 - $68.8
|
50
$2.86K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3- 0.06% |
$167 - $207
|
5.21K
$298K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
24New |
$1.33K - $1.65K
|
24
$1.37K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
137+ 8.86% |
$7.61K - $9.43K
|
1.68K
$96.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-128- 2.86% |
$7.11K - $8.81K
|
4.35K
$249K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70New |
$3.89K - $4.82K
|
70
$4.01K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
55+ 4.16% |
$3.05K - $3.79K
|
1.38K
$78.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
205+ 15.51% |
$11.4K - $14.1K
|
1.53K
$87.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-155- 11.9% |
$8.61K - $10.7K
|
1.15K
$65.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.54% |
$2.22K - $2.75K
|
7.41K
$424K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.2KNew |
$567K - $703K
|
10.2K
$584K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
8.54KNew |
$474K - $588K
|
8.54K
$488K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 20.83% |
$278 - $344
|
29
$1.66K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100+ 12.42% |
$5.55K - $6.88K
|
905
$51.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47- 28.83% |
$2.61K - $3.24K
|
116
$6.64K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
500New |
$27.8K - $34.4K
|
500
$28.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-41.6K- 83.32% |
$2.31M - $2.86M
|
8.33K
$477K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
69+ 1.02% |
$3.83K - $4.75K
|
6.84K
$391K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.42K+ 6.14% |
$134K - $166K
|
41.8K
$2.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-107- 55.44% |
$5.94K - $7.37K
|
86
$4.92K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-176- 5.16% |
$9.78K - $12.1K
|
3.23K
$185K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.91KNew |
$162K - $200K
|
2.91K
$167K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22KNew |
$67.5K - $83.7K
|
1.22K
$69.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.2KNew |
$566K - $702K
|
10.2K
$583K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-8.54K- 99.89% |
$474K - $588K
|
9
$515
|