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 |
---|---|---|---|---|---|---|---|
May 03, 2022
Q1 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-2.76K- 50.0% |
$245K - $452K
|
2.76K
$251K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.83K- 6.86% |
$251K - $464K
|
38.4K
$3.5M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.89K- 44.54% |
$256K - $473K
|
3.59K
$327K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.93K- 98.92% |
$260K - $480K
|
32
$2.91K
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.94KClosed |
$261K - $482K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.97K- 61.63% |
$264K - $487K
|
1.85K
$168K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.09KClosed |
$274K - $507K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-3.09K- 95.52% |
$274K - $507K
|
145
$13.2K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.17K- 5.73% |
$282K - $521K
|
52.2K
$4.75M
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.18KClosed |
$282K - $521K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 14.38% |
$282K - $522K
|
19K
$1.73M
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.2K- 16.27% |
$284K - $525K
|
16.5K
$1.5M
|
|
Apr 01, 2024
Q1 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-3.25K- 39.92% |
$288K - $532K
|
4.89K
$445K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.27K- 3.73% |
$290K - $536K
|
84.3K
$7.68M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.28K- 30.45% |
$291K - $538K
|
7.48K
$682K
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-3.31KClosed |
$293K - $542K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-3.36K- 85.53% |
$298K - $551K
|
568
$51.7K
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.41K- 61.85% |
$303K - $560K
|
2.1K
$192K
|
|
May 16, 2022
Q1 2022
|
Viking Global Investors LP
|
SELL
|
- |
-3.41K- 0.75% |
$303K - $560K
|
452K
$41.1M
|
|
May 16, 2022
Q1 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-3.42KClosed |
$303K - $561K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.5KClosed |
$311K - $574K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-3.5KClosed |
$311K - $574K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-3.52K- 79.53% |
$313K - $578K
|
907
$82.6K
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-3.53KClosed |
$313K - $579K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-3.58KClosed |
$318K - $587K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.64K- 47.66% |
$323K - $598K
|
4K
$365K
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-3.7KClosed |
$328K - $607K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.7KClosed |
$328K - $607K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 33.06% |
$332K - $614K
|
7.58K
$690K
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.76KClosed |
$333K - $616K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.94KClosed |
$350K - $647K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-4KClosed |
$355K - $656K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-4.26KClosed |
$378K - $698K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.28KClosed |
$380K - $702K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-4.3K- 6.53% |
$382K - $706K
|
61.6K
$5.61M
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.45K- 1.57% |
$395K - $730K
|
278K
$25.3M
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.48KClosed |
$397K - $734K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.52KClosed |
$401K - $742K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.56KClosed |
$404K - $748K
|
0
$0
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.6K- 15.72% |
$408K - $755K
|
24.7K
$2.25M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.61K- 37.64% |
$409K - $756K
|
7.63K
$695K
|
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-4.8K- 24.37% |
$426K - $787K
|
14.9K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.8KClosed |
$426K - $788K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.93K- 43.35% |
$437K - $809K
|
6.44K
$587K
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.96KClosed |
$440K - $814K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-5.01KClosed |
$444K - $822K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-5.18KClosed |
$460K - $850K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.5K- 30.14% |
$488K - $902K
|
12.7K
$1.16M
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.51KClosed |
$489K - $904K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.62K- 14.92% |
$499K - $922K
|
32K
$2.92M
|