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 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-54- 35.06% |
$4.79K - $8.86K
|
100
$5.72K
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.56KClosed |
$404K - $748K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.28KClosed |
$114K - $210K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-1.34KClosed |
$119K - $219K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-49.9KClosed |
$4.43M - $8.18M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-8.43KClosed |
$748K - $1.38M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-583Closed |
$51.7K - $95.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-35Closed |
$3.11K - $5.74K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-17.9KClosed |
$1.59M - $2.93M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
61+ 1525.0% |
$5.41K - $10K
|
65
$3.72K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$123K - $227K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ams Capital Ltda
|
SELL
|
- |
-117KClosed |
$10.4M - $19.1M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-25.3KClosed |
$2.24M - $4.15M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-22.8KClosed |
$2.03M - $3.75M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.58KClosed |
$229K - $423K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-17.8KClosed |
$1.58M - $2.91M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$88.7 - $164
|
1
$57.2
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-175- 57.76% |
$15.5K - $28.7K
|
128
$7.32K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-24Closed |
$2.13K - $3.94K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-3.31KClosed |
$293K - $542K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$124K - $230K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3.53KClosed |
$313K - $579K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.16KClosed |
$192K - $355K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-5.9K- 76.52% |
$523K - $968K
|
1.81K
$104K
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$122K - $226K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.73KClosed |
$153K - $283K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.49KClosed |
$132K - $245K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.63KClosed |
$145K - $268K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-7.36KClosed |
$653K - $1.21M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.43KClosed |
$126K - $234K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-16.6KClosed |
$1.47M - $2.73M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.45KClosed |
$129K - $238K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.22KClosed |
$197K - $364K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.45KClosed |
$217K - $402K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.18KClosed |
$282K - $521K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-53Closed |
$4.7K - $8.69K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.45KClosed |
$218K - $402K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$444 - $820
|
5
$286
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.64KClosed |
$145K - $269K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.48KClosed |
$220K - $407K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-471Closed |
$41.8K - $77.3K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-260Closed |
$23.1K - $42.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.36KClosed |
$121K - $223K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-5Closed |
$444 - $820
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-6.29KClosed |
$558K - $1.03M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-7.22KClosed |
$641K - $1.18M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.26KClosed |
$112K - $207K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.73KClosed |
$153K - $283K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-100Closed |
$8.87K - $16.4K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-1.3KClosed |
$115K - $213K
|
0
$0
|