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 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-39Closed |
$7.87K - $10.8K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-62Closed |
$12.5K - $17.1K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-51Closed |
$10.3K - $14.1K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Sarasin & Partners LLP
|
SELL
|
- |
-26.1KClosed |
$5.28M - $7.23M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
American Assets Investment Management, LLC
|
SELL
|
- |
-10K- 66.67% |
$2.02M - $2.77M
|
5K
$455K
|
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.79KClosed |
$1.98M - $2.71M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-20Closed |
$4.04K - $5.53K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Dagco, Inc.
|
SELL
|
- |
-1.63KClosed |
$328K - $449K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
- |
161KNew |
$32.6M - $44.6M
|
161K
$14.7M
|
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
161KNew |
$32.6M - $44.6M
|
161K
$14.7M
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-74Closed |
$14.9K - $20.5K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$20.2K - $27.7K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8New |
$1.61K - $2.21K
|
8
$729
|
|
|
Apr 21, 2021
Q1 2021
|
Deltec Asset Management LLC
|
SELL
|
- |
-4KClosed |
$807K - $1.11M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
200New |
$40.4K - $55.3K
|
200
$18.2K
|
|
|
Apr 14, 2021
Q1 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.08KClosed |
$419K - $574K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.59KClosed |
$321K - $440K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-11Closed |
$2.22K - $3.04K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3KClosed |
$606K - $830K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-135Closed |
$27.3K - $37.3K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.63KClosed |
$329K - $451K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2023
Q4 2020
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-202KClosed |
$31.4M - $48.9M
|
0
$0
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-31- 1.81% |
$4.8K - $7.49K
|
1.68K
$153K
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-252Closed |
$39K - $60.9K
|
0
$0
|
|
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-1.31KClosed |
$203K - $317K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-4.59KClosed |
$711K - $1.11M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-191Closed |
$29.6K - $46.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
CALL |
-6Closed |
$929 - $1.45K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-300- 94.64% |
$46.5K - $72.5K
|
17
$1.55K
|
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
1.83KNew |
$283K - $442K
|
1.83K
$167K
|
|
|
Feb 16, 2021
Q4 2020
|
Prime Capital Management CO LTD
Hong Kong, K3 |
SELL
|
- |
-158KClosed |
$24.4M - $38.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pfm Health Sciences, LP
San Francisco, CA |
SELL
|
- |
-182KClosed |
$28.1M - $43.8M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-800KClosed |
$124M - $193M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-548Closed |
$84.9K - $132K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-5KClosed |
$774K - $1.21M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100+ 25.0% |
$15.5K - $24.2K
|
500
$45.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
40KNew |
$6.2M - $9.66M
|
40K
$3.64M
|
|
|
Feb 12, 2021
Q4 2020
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.64KClosed |
$254K - $396K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Requisite Capital Management, LLC
|
SELL
|
- |
-2.5KClosed |
$387K - $604K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blue Rock Advisors, LLC
Wayzata, MN |
SELL
|
- |
-8.76KClosed |
$1.36M - $2.12M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
18KNew |
$2.79M - $4.35M
|
18K
$1.64M
|
|
|
Feb 09, 2021
Q4 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-9.91KClosed |
$1.54M - $2.39M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6+ 6.0% |
$929 - $1.45K
|
106
$9.65K
|
|
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
BUY
|
PUT |
10KNew |
$1.55M - $2.42M
|
10K
$911K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-250Closed |
$38.7K - $60.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
La Financiere De L'Echiquier
|
SELL
|
- |
-77.4KClosed |
$12M - $18.7M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-50Closed |
$7.74K - $12.1K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-610Closed |
$94.5K - $147K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
4KNew |
$620K - $966K
|
4K
$364K
|
|
|
Jan 20, 2021
Q4 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.51KClosed |
$234K - $365K
|
0
$0
|
|