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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$609K - $1.02M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-967Closed |
$153K - $256K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-925Closed |
$146K - $245K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.75KClosed |
$752K - $1.26M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Westwood Management Corp
|
SELL
|
- |
-17K- 39.75% |
$2.69M - $4.51M
|
25.8K
$2.36M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-8.82KClosed |
$1.4M - $2.34M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-874Closed |
$138K - $232K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-15Closed |
$2.37K - $3.98K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-860Closed |
$136K - $228K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.05KClosed |
$167K - $279K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-183Closed |
$29K - $48.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.06KClosed |
$168K - $281K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.2KClosed |
$190K - $318K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$172K - $289K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Rheos Capital Works Inc.
|
BUY
|
- |
20K+ 150.38% |
$3.17M - $5.3M
|
33.3K
$3.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.84KClosed |
$290K - $486K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-8.3KClosed |
$1.31M - $2.2M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-1.26KClosed |
$200K - $334K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.12KClosed |
$811K - $1.36M
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.14KClosed |
$180K - $302K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-8.85KClosed |
$1.4M - $2.34M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
SELL
|
- |
-16- 32.0% |
$2.53K - $4.24K
|
34
$3.11K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.63KClosed |
$257K - $431K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.02KClosed |
$161K - $270K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.25KClosed |
$357K - $597K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
SELL
|
- |
-4.91KClosed |
$778K - $1.3M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
4.7KNew |
$744K - $1.25M
|
4.7K
$430K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-974Closed |
$154K - $258K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-1.43KClosed |
$227K - $380K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-936Closed |
$148K - $248K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
18.7K+ 1486.75% |
$2.97M - $4.97M
|
20K
$1.83M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-949Closed |
$150K - $252K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.02KClosed |
$161K - $270K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.16KClosed |
$183K - $307K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-908Closed |
$144K - $241K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
SELL
|
- |
-1.93KClosed |
$306K - $512K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-1KClosed |
$158K - $265K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
500New |
$79.2K - $133K
|
500
$45.7K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
13+ 0.12% |
$3.04K - $3.66K
|
10.5K
$961K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-326Closed |
$76.2K - $91.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
15.7KNew |
$3.67M - $4.42M
|
15.7K
$1.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-897Closed |
$210K - $253K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-2.62KClosed |
$612K - $738K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-9KClosed |
$2.1M - $2.54M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Discovery Value Fund
Singapore, U0 |
SELL
|
- |
-3.5KClosed |
$818K - $986K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-75KClosed |
$17.5M - $21.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-6.53KClosed |
$1.53M - $1.84M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-29.2KClosed |
$6.83M - $8.23M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
855New |
$200K - $241K
|
855
$78.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
PUT |
-30K- 66.67% |
$7.01M - $8.45M
|
15K
$1.37M
|
|