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 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.94KClosed |
$111K - $281K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.78KNew |
$275K - $694K
|
4.78K
$426K
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.58KClosed |
$90.8K - $229K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4New |
$230 - $581
|
4
$356
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-310Closed |
$17.8K - $45K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.7KClosed |
$97.8K - $247K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.93KClosed |
$111K - $281K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.39KClosed |
$138K - $347K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10New |
$575 - $1.45K
|
10
$890
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.63KClosed |
$93.9K - $237K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-19.3KClosed |
$1.11M - $2.81M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6- 2.14% |
$345 - $871
|
275
$24.5K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33- 30.28% |
$1.9K - $4.79K
|
76
$6.76K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-46- 63.89% |
$2.65K - $6.68K
|
26
$2.31K
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-24.1KClosed |
$1.39M - $3.51M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.52K- 42.08% |
$145K - $365K
|
3.46K
$308K
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.92KClosed |
$111K - $279K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.84KClosed |
$106K - $267K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$154K - $388K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-1.71KClosed |
$98.2K - $248K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.5KClosed |
$86.3K - $218K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
5.1KNew |
$293K - $740K
|
5.1K
$454K
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
2.39K+ 5.09% |
$137K - $346K
|
49.2K
$4.38M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4KClosed |
$230K - $581K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-105Closed |
$6.04K - $15.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.75KClosed |
$100K - $254K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.52KClosed |
$87.1K - $220K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-20KClosed |
$1.15M - $2.9M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8New |
$460 - $1.16K
|
8
$712
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-181- 3.43% |
$10.4K - $26.3K
|
5.1K
$453K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
28+ 14.74% |
$1.61K - $4.07K
|
218
$19.4K
|
|
Aug 05, 2022
Q2 2022
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-4.8K- 37.5% |
$276K - $697K
|
8K
$712K
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.42K+ 68.32% |
$254K - $642K
|
10.9K
$970K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-2.53KClosed |
$146K - $368K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-10.2KClosed |
$587K - $1.48M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-9.64KClosed |
$554K - $1.4M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.61KClosed |
$92.6K - $234K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.78KClosed |
$102K - $259K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-4.74KClosed |
$272K - $687K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.49KClosed |
$85.8K - $217K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-274Closed |
$15.8K - $39.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-39.7KClosed |
$2.28M - $5.77M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.58KClosed |
$148K - $374K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 89.29% |
$11.5K - $29K
|
24
$2.14K
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.73KClosed |
$99.7K - $252K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-598- 6.02% |
$34.4K - $86.8K
|
9.34K
$831K
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-7.58KClosed |
$436K - $1.1M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-15.2K- 44.76% |
$874K - $2.21M
|
18.8K
$1.67M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-856Closed |
$49.2K - $124K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.14KClosed |
$123K - $311K
|
0
$0
|