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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.2K+ 10.13% |
$64.6K - $111K
|
13K
$744K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.15K+ 3.67% |
$62.3K - $107K
|
32.6K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.15KNew |
$62.1K - $107K
|
1.15K
$65.7K
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.09K+ 4.53% |
$59.1K - $102K
|
25.2K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.09K+ 33.14% |
$59K - $102K
|
4.39K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 35.06% |
$57.3K - $98.6K
|
4.09K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.05KNew |
$56.6K - $97.3K
|
1.05K
$59.9K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.03K+ 29.0% |
$55.6K - $95.6K
|
4.58K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.02K+ 0.54% |
$55.3K - $95.2K
|
192K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
949+ 41.19% |
$51.3K - $88.2K
|
3.25K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
944+ 7.68% |
$51K - $87.7K
|
13.2K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
926+ 23.43% |
$50K - $86.1K
|
4.88K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
919+ 5.33% |
$49.7K - $85.4K
|
18.2K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
905+ 10.57% |
$48.9K - $84.1K
|
9.47K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
900+ 257.14% |
$48.6K - $83.7K
|
1.25K
$71.5K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
900+ 17.25% |
$48.6K - $83.7K
|
6.12K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
880+ 28.03% |
$47.6K - $81.8K
|
4.02K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
875+ 1.29% |
$47.3K - $81.3K
|
68.5K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
852+ 1.28% |
$46K - $79.2K
|
67.5K
$3.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
852+ 9.65% |
$46K - $79.2K
|
9.68K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
823+ 38.51% |
$44.5K - $76.5K
|
2.96K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
818+ 5.73% |
$44.2K - $76K
|
15.1K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
800+ 3.55% |
$43.2K - $74.4K
|
23.3K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
761+ 13.33% |
$41.1K - $70.7K
|
6.47K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
750+ 20.05% |
$40.5K - $69.7K
|
4.49K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
730+ 858.82% |
$39.4K - $67.9K
|
815
$46.6K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
716+ 2.05% |
$38.7K - $66.6K
|
35.7K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
707+ 1.29% |
$38.2K - $65.7K
|
55.6K
$3.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
647+ 6.57% |
$35K - $60.1K
|
10.5K
$600K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
615+ 28.81% |
$33.2K - $57.2K
|
2.75K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
600+ 4.59% |
$32.4K - $55.8K
|
13.7K
$783K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
596+ 13.17% |
$32.2K - $55.4K
|
5.12K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
552+ 10.45% |
$29.8K - $51.3K
|
5.84K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
547+ 6.12% |
$29.6K - $50.8K
|
9.48K
$543K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
534+ 11.59% |
$28.9K - $49.6K
|
5.14K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
528+ 3.63% |
$28.5K - $49.1K
|
15.1K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
514+ 6.26% |
$27.8K - $47.8K
|
8.73K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
498+ 18.66% |
$26.9K - $46.3K
|
3.17K
$181K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
498+ 1.47% |
$26.9K - $46.3K
|
34.4K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
469+ 5.69% |
$25.3K - $43.6K
|
8.72K
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
447+ 10.96% |
$24.2K - $41.5K
|
4.53K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
444+ 26.24% |
$24K - $41.3K
|
2.14K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
431New |
$23.3K - $40.1K
|
431
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
427+ 3.27% |
$23.1K - $39.7K
|
13.5K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
422+ 0.72% |
$22.8K - $39.2K
|
59.2K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
401+ 10.6% |
$21.7K - $37.3K
|
4.18K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
401+ 2.41% |
$21.7K - $37.3K
|
17K
$975K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
385+ 0.07% |
$20.8K - $35.8K
|
542K
$31M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
372+ 2.08% |
$20.1K - $34.6K
|
18.3K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
364+ 8.9% |
$19.7K - $33.8K
|
4.46K
$255K
|