Purchases and Sales Made in Q1 2022 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q1 2022. The information is specifically focused on institutions that hold shares of Block, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$444 - $820
|
2.67K
$244K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$444 - $820
|
5
$457
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4New |
$355 - $656
|
4
$366
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.18% |
$355 - $656
|
2.17K
$199K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$355 - $656
|
4
$366
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$177 - $328
|
7.7K
$704K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 200.0% |
$177 - $328
|
3
$274
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 0.08% |
$88.7 - $164
|
1.22K
$112K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1New |
$88.7 - $164
|
1
$91.5
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2Closed |
$177 - $328
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-3Closed |
$266 - $492
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-5- 0.11% |
$444 - $820
|
4.48K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-5Closed |
$444 - $820
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5- 0.32% |
$444 - $820
|
1.58K
$144K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-5Closed |
$444 - $820
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6- 0.34% |
$532 - $984
|
1.76K
$161K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-6- 2.49% |
$532 - $984
|
235
$21.5K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.66% |
$532 - $984
|
900
$82.3K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-6Closed |
$532 - $984
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.11% |
$532 - $984
|
5.66K
$518K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7Closed |
$621 - $1.15K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$710 - $1.31K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-9Closed |
$798 - $1.48K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9Closed |
$798 - $1.48K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-9Closed |
$798 - $1.48K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-10- 66.67% |
$887 - $1.64K
|
5
$457
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10- 0.38% |
$887 - $1.64K
|
2.6K
$238K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 0.08% |
$887 - $1.64K
|
12.5K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-10- 0.05% |
$887 - $1.64K
|
20.5K
$1.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 0.13% |
$976 - $1.8K
|
8.63K
$789K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-14- 53.85% |
$1.24K - $2.3K
|
12
$1.1K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.29% |
$1.24K - $2.3K
|
4.8K
$439K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-15- 6.33% |
$1.33K - $2.46K
|
222
$20.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 9.26% |
$1.33K - $2.46K
|
147
$13.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17Closed |
$1.51K - $2.79K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-17- 0.95% |
$1.51K - $2.79K
|
1.78K
$163K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 90.0% |
$1.6K - $2.95K
|
2
$183
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-20Closed |
$1.77K - $3.28K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-22- 0.39% |
$1.95K - $3.61K
|
5.58K
$510K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-22Closed |
$1.95K - $3.61K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-24Closed |
$2.13K - $3.94K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-24- 0.74% |
$2.13K - $3.94K
|
3.22K
$294K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-24- 37.5% |
$2.13K - $3.94K
|
40
$3.66K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-25- 14.29% |
$2.22K - $4.1K
|
150
$13.7K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-25- 19.23% |
$2.22K - $4.1K
|
105
$9.61K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 16.05% |
$2.31K - $4.26K
|
136
$12.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-27- 0.65% |
$2.4K - $4.43K
|
4.1K
$375K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-28- 0.82% |
$2.48K - $4.59K
|
3.37K
$308K
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-32Closed |
$2.84K - $5.25K
|
0
$0
|