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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.57KClosed |
$90.3K - $228K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.13KClosed |
$123K - $310K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
F
|
BUY
|
- |
13.2KNew |
$759K - $1.92M
|
13.2K
$756K
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.86KClosed |
$107K - $270K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.68KClosed |
$96.8K - $244K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-7.65KClosed |
$440K - $1.11M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.22KClosed |
$127K - $322K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.41KClosed |
$196K - $495K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-21Closed |
$1.21K - $3.05K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
30New |
$1.73K - $4.36K
|
30
$1.72K
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.9KClosed |
$167K - $421K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.5KClosed |
$86.3K - $218K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12Closed |
$690 - $1.74K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.02K- 63.16% |
$346K - $874K
|
3.51K
$201K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
SELL
|
- |
-145Closed |
$8.34K - $21.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$920 - $2.32K
|
16
$916
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.56KClosed |
$89.9K - $227K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.57KClosed |
$90.1K - $227K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.03K- 11.6% |
$59K - $149K
|
7.82K
$447K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-299- 5.61% |
$17.2K - $43.4K
|
5.03K
$288K
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.41KClosed |
$139K - $350K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
460New |
$26.5K - $66.8K
|
460
$26.3K
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.35KClosed |
$135K - $341K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-80- 2.23% |
$4.6K - $11.6K
|
3.52K
$201K
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-17.5KClosed |
$1.01M - $2.55M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
65.6K+ 78.62% |
$3.77M - $9.52M
|
149K
$8.52M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.96KClosed |
$113K - $284K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-2.45KClosed |
$141K - $355K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 71.43% |
$575 - $1.45K
|
4
$229
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.48KClosed |
$85.2K - $215K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
BUY
|
CALL |
10KNew |
$575K - $1.45M
|
10K
$572K
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-5.77KClosed |
$332K - $838K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.68KClosed |
$96.6K - $244K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.4KClosed |
$138K - $348K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-4.52K- 14.71% |
$260K - $656K
|
26.2K
$1.5M
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-225- 77.59% |
$12.9K - $32.7K
|
65
$3.72K
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.04KClosed |
$118K - $297K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-530- 1.91% |
$30.5K - $77K
|
27.2K
$1.56M
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-2.33KClosed |
$134K - $338K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.48KClosed |
$143K - $360K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.91KClosed |
$110K - $277K
|
0
$0
|
|
Q1 2022 | |||||||
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-62K- 83.78% |
$5.5M - $10.2M
|
12K
$687K
|
|
May 09, 2023
Q1 2022
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
20K+ 80.0% |
$1.77M - $3.28M
|
45K
$2.57M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.13KNew |
$189K - $349K
|
2.13K
$122K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-45- 20.45% |
$3.99K - $7.38K
|
175
$10K
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
13.3K+ 121.19% |
$1.18M - $2.18M
|
24.2K
$1.39M
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-87Closed |
$7.72K - $14.3K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.91KClosed |
$170K - $314K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-446Closed |
$39.6K - $73.2K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.44KClosed |
$217K - $400K
|
0
$0
|