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 03, 2022
Q2 2022
|
Wealth Effects LLC
|
SELL
|
- |
-3.01KClosed |
$173K - $436K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-33.3KClosed |
$1.92M - $4.83M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.56KClosed |
$89.9K - $227K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.07KClosed |
$119K - $300K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-5.37KClosed |
$309K - $779K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
30New |
$1.73K - $4.36K
|
30
$2.67K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
69.1KNew |
$3.97M - $10M
|
69.1K
$6.15M
|
|
Aug 01, 2022
Q2 2022
|
Monaco Asset Management Sam
|
SELL
|
- |
-10KClosed |
$575K - $1.45M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Monaco Asset Management Sam
|
SELL
|
PUT |
-10KClosed |
$575K - $1.45M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$581K - $1.47M
|
10.1K
$898K
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-2.02KClosed |
$116K - $293K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-682- 10.36% |
$39.2K - $99K
|
5.9K
$525K
|
|
Aug 01, 2022
Q2 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.1KClosed |
$121K - $305K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.47KClosed |
$142K - $358K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-3.5KClosed |
$201K - $508K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-515- 12.17% |
$29.6K - $74.8K
|
3.72K
$331K
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-2.01KClosed |
$116K - $292K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-4KClosed |
$230K - $581K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1- 0.02% |
$57.5 - $145
|
4.09K
$364K
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.4KClosed |
$253K - $639K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.97KClosed |
$113K - $286K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$117K - $296K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-265Closed |
$15.2K - $38.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-921- 52.3% |
$53K - $134K
|
840
$74.7K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-2.74KClosed |
$158K - $398K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.54KClosed |
$146K - $369K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6New |
$345 - $871
|
6
$534
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.61KClosed |
$150K - $379K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.96KClosed |
$170K - $430K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.64KClosed |
$94.3K - $238K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.2KClosed |
$126K - $319K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-1.88KClosed |
$108K - $273K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.09KClosed |
$120K - $304K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.65KClosed |
$94.6K - $239K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.22KClosed |
$243K - $613K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3- 75.0% |
$173 - $436
|
1
$89
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.09KClosed |
$178K - $449K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.61KClosed |
$92.7K - $234K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.24KClosed |
$186K - $470K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
50+ 0.96% |
$2.88K - $7.26K
|
5.23K
$466K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-13.1KClosed |
$754K - $1.9M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Yong Rong (Hk) Asset Management LTD
|
BUY
|
- |
230KNew |
$13.2M - $33.3M
|
230K
$20.4M
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-119- 86.23% |
$6.84K - $17.3K
|
19
$1.69K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
119+ 65.75% |
$6.84K - $17.3K
|
300
$26.7K
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-2.76KClosed |
$159K - $400K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
7.44KNew |
$428K - $1.08M
|
7.44K
$662K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
340+ 10.7% |
$19.6K - $49.4K
|
3.52K
$313K
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.86KClosed |
$107K - $270K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-54- 1.33% |
$3.11K - $7.84K
|
4K
$356K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-14- 0.43% |
$805 - $2.03K
|
3.26K
$290K
|