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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
28+ 3.47% |
$1.7K - $2.48K
|
836
$47.8K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-30- 13.95% |
$1.82K - $2.65K
|
185
$10.6K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-6.27K- 94.0% |
$380K - $554K
|
400
$22.9K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
124+ 0.33% |
$7.52K - $11K
|
38K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
Zenyatta Capital Management LP
|
SELL
|
- |
-40K- 50.0% |
$2.43M - $3.54M
|
40K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
15+ 750.0% |
$910 - $1.33K
|
17
$973
|
|
|
May 01, 2023
Q1 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.08KNew |
$248K - $361K
|
4.08K
$234K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.31K+ 46.51% |
$79.2K - $115K
|
4.11K
$235K
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
3.78KNew |
$229K - $334K
|
3.78K
$216K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
5.01KNew |
$304K - $443K
|
5.01K
$287K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.24KNew |
$197K - $287K
|
3.24K
$186K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-55- 39.57% |
$3.34K - $4.86K
|
84
$4.81K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
74New |
$4.49K - $6.54K
|
74
$4.23K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
70New |
$4.25K - $6.19K
|
70
$4.01K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-200- 25.94% |
$12.1K - $17.7K
|
571
$32.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
5K+ 100.0% |
$303K - $442K
|
10K
$572K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.22K- 63.17% |
$378K - $550K
|
3.63K
$208K
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-93- 2.44% |
$5.64K - $8.22K
|
3.72K
$213K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
101New |
$6.13K - $8.93K
|
101
$5.78K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.35K- 15.04% |
$506K - $738K
|
47.1K
$2.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3KNew |
$182K - $265K
|
3K
$172K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-94- 8.75% |
$5.7K - $8.31K
|
980
$56.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.02KNew |
$183K - $267K
|
3.02K
$173K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-42.2K- 13.47% |
$2.56M - $3.73M
|
271K
$15.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.73KNew |
$287K - $418K
|
4.73K
$271K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-522- 13.89% |
$31.7K - $46.2K
|
3.24K
$185K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
115New |
$6.98K - $10.2K
|
115
$6.58K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.94KNew |
$178K - $260K
|
2.94K
$168K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
27New |
$1.64K - $2.39K
|
27
$1.54K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.04KNew |
$184K - $269K
|
3.04K
$174K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12New |
$728 - $1.06K
|
12
$687
|
|
| Q4 2022 | |||||||
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-22.9KClosed |
$1.18M - $1.68M
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$139K - $198K
|
2.7K
$155K
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
CALL |
5.8KNew |
$299K - $426K
|
5.8K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-665- 10.46% |
$34.3K - $48.8K
|
5.69K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.21K+ 250.53% |
$268K - $382K
|
7.29K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
100New |
$5.15K - $7.34K
|
100
$5.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 0.46% |
$1.03K - $1.47K
|
4.29K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-1.02K- 6.94% |
$52.7K - $75.1K
|
13.7K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12- 23.08% |
$618 - $881
|
40
$2.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-2.2K- 49.72% |
$113K - $161K
|
2.23K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-301K- 57.49% |
$15.5M - $22.1M
|
223K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
3.3KNew |
$170K - $242K
|
3.3K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.35KNew |
$173K - $246K
|
3.35K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Mass Ave Global Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$555K - $791K
|
10.8K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
13KNew |
$670K - $954K
|
13K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5New |
$258 - $367
|
5
$286
|
|
|
Feb 14, 2023
Q4 2022
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-1.22M- 75.83% |
$62.9M - $89.6M
|
389K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Orland Properties LTD
Washington, DC |
BUY
|
- |
4.69KNew |
$241K - $344K
|
4.69K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
24.1KNew |
$1.24M - $1.77M
|
24.1K
$1.38M
|
|