Purchases and Sales Made in Q1 2025 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q1 2025. 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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-620- 2.09% |
$33.5K - $57.6K
|
29.1K
$1.67M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-625- 9.58% |
$33.8K - $58.1K
|
5.9K
$338K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-635- 3.91% |
$34.3K - $59K
|
15.6K
$893K
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-663- 4.21% |
$35.8K - $61.6K
|
15.1K
$863K
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-666- 0.44% |
$36K - $61.9K
|
149K
$8.53M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-699- 17.33% |
$37.8K - $65K
|
3.33K
$191K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-713- 6.3% |
$38.5K - $66.3K
|
10.6K
$607K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-723- 0.7% |
$39.1K - $67.2K
|
103K
$5.9M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-744- 4.39% |
$40.2K - $69.2K
|
16.2K
$927K
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-760- 52.78% |
$41.1K - $70.6K
|
680
$38.9K
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-785- 16.74% |
$42.4K - $73K
|
3.91K
$223K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-800- 41.47% |
$43.2K - $74.4K
|
1.13K
$64.6K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-803- 1.11% |
$43.4K - $74.6K
|
71.8K
$4.11M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-809- 10.66% |
$43.7K - $75.2K
|
6.78K
$388K
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-811- 5.97% |
$43.8K - $75.4K
|
12.8K
$731K
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-877- 1.8% |
$47.4K - $81.5K
|
47.8K
$2.73M
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-900- 2.7% |
$48.6K - $83.7K
|
32.5K
$1.86M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-941- 6.33% |
$50.9K - $87.5K
|
13.9K
$796K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-948- 8.39% |
$51.2K - $88.1K
|
10.3K
$592K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-995- 95.67% |
$53.8K - $92.5K
|
45
$2.57K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1K- 97.09% |
$54K - $93K
|
30
$1.72K
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1K- 0.38% |
$54.3K - $93.3K
|
264K
$15.1M
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.01K- 0.12% |
$54.7K - $94.2K
|
833K
$47.7M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 9.98% |
$59.7K - $103K
|
9.96K
$570K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.11K- 6.29% |
$60.1K - $103K
|
16.6K
$948K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 2.03% |
$61.4K - $106K
|
54.9K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.15K- 6.42% |
$62K - $107K
|
16.7K
$957K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.15K- 14.61% |
$62.1K - $107K
|
6.72K
$384K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.19K- 82.64% |
$64.3K - $111K
|
250
$14.3K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.24K- 18.35% |
$67K - $115K
|
5.51K
$315K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 13.43% |
$69.6K - $120K
|
8.3K
$475K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.35K- 68.11% |
$73K - $125K
|
632
$36.2K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.4K- 8.46% |
$75.7K - $130K
|
15.2K
$867K
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.41K- 6.63% |
$76.3K - $131K
|
19.9K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.47K- 29.17% |
$79.4K - $137K
|
3.57K
$204K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.48K- 2.57% |
$80.2K - $138K
|
56.4K
$3.23M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.55K- 24.1% |
$83.5K - $144K
|
4.87K
$278K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.61K- 40.47% |
$86.9K - $149K
|
2.37K
$135K
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-1.66K- 14.08% |
$89.8K - $154K
|
10.1K
$580K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 0.96% |
$89.9K - $155K
|
172K
$9.86M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 55.98% |
$90.2K - $155K
|
1.31K
$75.1K
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-1.69K- 3.72% |
$91.4K - $157K
|
43.7K
$2.5M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.72K- 28.46% |
$92.9K - $160K
|
4.32K
$247K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 18.99% |
$93.6K - $161K
|
7.39K
$423K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.75K- 5.93% |
$94.6K - $163K
|
27.8K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.76K- 22.95% |
$95.1K - $163K
|
5.9K
$338K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.81K- 19.73% |
$98K - $169K
|
7.38K
$422K
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-1.85K- 2.19% |
$100K - $172K
|
82.5K
$4.72M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.87K- 55.11% |
$101K - $174K
|
1.52K
$87.1K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 26.18% |
$103K - $177K
|
5.36K
$307K
|