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 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
66+ 13.81% |
$3.57K - $6.13K
|
544
$31.1K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
62New |
$3.35K - $5.76K
|
62
$3.55K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
56New |
$3.03K - $5.21K
|
56
$3.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
55New |
$2.97K - $5.11K
|
55
$3.15K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$2.7K - $4.65K
|
50
$2.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 33.33% |
$2.7K - $4.65K
|
200
$11.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 4.7% |
$2.7K - $4.65K
|
1.11K
$63.7K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
50+ 6.85% |
$2.7K - $4.65K
|
780
$44.6K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
45+ 1.64% |
$2.43K - $4.18K
|
2.78K
$159K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
41New |
$2.22K - $3.81K
|
41
$2.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
40New |
$2.16K - $3.72K
|
40
$2.29K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
36+ 14.34% |
$1.95K - $3.35K
|
287
$16.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
35+ 92.11% |
$1.89K - $3.25K
|
73
$4.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33New |
$1.78K - $3.07K
|
33
$1.89K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
33+ 0.41% |
$1.78K - $3.07K
|
8.01K
$458K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
31+ 33.7% |
$1.68K - $2.88K
|
123
$7.04K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28+ 1.18% |
$1.51K - $2.6K
|
2.4K
$137K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 8.04% |
$1.35K - $2.32K
|
336
$19.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
25New |
$1.35K - $2.32K
|
25
$1.43K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
24+ 0.59% |
$1.3K - $2.23K
|
4.07K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
24New |
$1.3K - $2.23K
|
24
$1.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 27.59% |
$1.3K - $2.23K
|
111
$6.35K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
24New |
$1.3K - $2.23K
|
24
$1.37K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
23+ 8.07% |
$1.24K - $2.14K
|
308
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23+ 50.0% |
$1.24K - $2.14K
|
69
$3.95K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
22+ 0.22% |
$1.19K - $2.04K
|
9.86K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
20+ 0.18% |
$1.08K - $1.86K
|
11.4K
$653K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19New |
$1.03K - $1.77K
|
19
$1.09K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
18+ 0.17% |
$973 - $1.67K
|
10.8K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 20.48% |
$919 - $1.58K
|
100
$5.72K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
17New |
$919 - $1.58K
|
17
$973
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 200.0% |
$865 - $1.49K
|
24
$1.37K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
16New |
$865 - $1.49K
|
16
$916
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
16New |
$865 - $1.49K
|
16
$916
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
16+ 0.0% |
$865 - $1.49K
|
382K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$811 - $1.39K
|
15
$858
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
14+ 13.59% |
$757 - $1.3K
|
117
$6.69K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13+ 0.07% |
$703 - $1.21K
|
18.6K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13New |
$703 - $1.21K
|
13
$744
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.27% |
$540 - $930
|
3.7K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
10New |
$540 - $930
|
10
$572
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
10+ 5.41% |
$540 - $930
|
195
$11.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9+ 128.57% |
$486 - $837
|
16
$916
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9New |
$486 - $837
|
9
$515
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 4.82% |
$432 - $744
|
174
$9.96K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 44.44% |
$432 - $744
|
26
$1.49K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$378 - $651
|
7
$401
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.16% |
$324 - $558
|
3.78K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$324 - $558
|
6
$343
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 4.72% |
$270 - $465
|
111
$6.35K
|