Latest Institutional Purchases of Block, Inc. (SQ)
This list provides information on the latest institutional transactions involving Block, Inc. (SQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$422K - $857K
|
10.8K
$908K
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
10.7KNew |
$419K - $851K
|
10.7K
$902K
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$392K - $796K
|
10K
$843K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
9.94KNew |
$390K - $791K
|
9.94K
$838K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.51KNew |
$373K - $757K
|
9.51K
$802K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.58KNew |
$336K - $683K
|
8.58K
$723K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.82KNew |
$228K - $463K
|
5.82K
$491K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.36KNew |
$210K - $426K
|
5.36K
$452K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$173K - $352K
|
4.42K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$169K - $343K
|
4.31K
$363K
|
|
Feb 09, 2024
Q4 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
4.25KNew |
$166K - $338K
|
4.25K
$358K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.15KNew |
$163K - $330K
|
4.15K
$350K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.98K+ 33.09% |
$156K - $317K
|
16K
$1.35M
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.88KNew |
$152K - $308K
|
3.88K
$327K
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
3.55KNew |
$139K - $283K
|
3.55K
$300K
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.54KNew |
$139K - $282K
|
3.54K
$298K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.4K+ 62.82% |
$133K - $270K
|
8.81K
$742K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.16KNew |
$124K - $252K
|
3.16K
$267K
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.14KNew |
$123K - $250K
|
3.14K
$265K
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.06KNew |
$120K - $243K
|
3.06K
$258K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3.03KNew |
$119K - $241K
|
3.03K
$255K
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.95KNew |
$116K - $235K
|
2.95K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
2.95KNew |
$116K - $235K
|
2.95K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.92KNew |
$115K - $233K
|
2.92K
$246K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.88KNew |
$113K - $229K
|
2.88K
$243K
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.87KNew |
$112K - $228K
|
2.87K
$242K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.85KNew |
$112K - $227K
|
2.85K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$110K - $224K
|
2.82K
$237K
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2.76KNew |
$108K - $220K
|
2.76K
$233K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.75KNew |
$108K - $219K
|
2.75K
$232K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.75KNew |
$108K - $219K
|
2.75K
$232K
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$104K - $211K
|
2.65K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$103K - $209K
|
2.62K
$221K
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.61KNew |
$102K - $208K
|
2.61K
$220K
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
2.6KNew |
$102K - $207K
|
2.6K
$219K
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
2.6KNew |
$102K - $207K
|
2.6K
$219K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$99K - $201K
|
2.52K
$213K
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
1.91K+ 16.34% |
$74.9K - $152K
|
13.6K
$1.15M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.62K+ 33.14% |
$63.5K - $129K
|
6.51K
$549K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.46KNew |
$57.1K - $116K
|
1.46K
$123K
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.3KNew |
$50.9K - $103K
|
1.3K
$109K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
450New |
$17.6K - $35.8K
|
450
$37.9K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$15.7K - $31.8K
|
400
$33.7K
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
385+ 7.37% |
$15.1K - $30.6K
|
5.61K
$473K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$12.2K - $24.8K
|
312
$26.3K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
280New |
$11K - $22.3K
|
280
$23.6K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
247+ 43.33% |
$9.69K - $19.7K
|
817
$68.9K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
234New |
$9.18K - $18.6K
|
234
$19.7K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
209+ 0.37% |
$8.2K - $16.6K
|
57.2K
$4.82M
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
200New |
$7.84K - $15.9K
|
200
$16.9K
|