Purchases and Sales Made in Q2 2022 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
30New |
$1.73K - $4.36K
|
30
$2.48K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
30+ 0.3% |
$1.73K - $4.36K
|
10.1K
$835K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
30New |
$1.73K - $4.36K
|
30
$2.48K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 13.33% |
$1.73K - $4.36K
|
255
$21K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
29New |
$1.67K - $4.21K
|
29
$2.39K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
28+ 1.2% |
$1.61K - $4.07K
|
2.36K
$194K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
28+ 14.74% |
$1.61K - $4.07K
|
218
$18K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
27+ 81.82% |
$1.55K - $3.92K
|
60
$4.95K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25+ 8.59% |
$1.44K - $3.63K
|
316
$26.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
BUY
|
- |
25+ 0.23% |
$1.44K - $3.63K
|
10.7K
$885K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 6.81% |
$1.44K - $3.63K
|
392
$32.4K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21New |
$1.21K - $3.05K
|
21
$1.73K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 68.97% |
$1.15K - $2.9K
|
49
$4.04K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
18+ 9.14% |
$1.04K - $2.61K
|
215
$17.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
18+ 11.54% |
$1.04K - $2.61K
|
174
$14.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.89% |
$978 - $2.47K
|
917
$75.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$920 - $2.32K
|
16
$1.32K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 0.78% |
$805 - $2.03K
|
1.8K
$149K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 48.0% |
$690 - $1.74K
|
37
$3.05K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
10+ 40.0% |
$575 - $1.45K
|
35
$2.89K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
10New |
$575 - $1.45K
|
10
$825
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10+ 0.05% |
$575 - $1.45K
|
22K
$1.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 6.45% |
$575 - $1.45K
|
165
$13.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$518 - $1.31K
|
9
$743
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9+ 22.5% |
$518 - $1.31K
|
49
$4.04K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8New |
$460 - $1.16K
|
8
$660
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8New |
$460 - $1.16K
|
8
$660
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
7+ 2.9% |
$403 - $1.02K
|
248
$20.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6New |
$345 - $871
|
6
$495
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6New |
$345 - $871
|
6
$495
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.12% |
$288 - $726
|
4.05K
$334K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 8.33% |
$288 - $726
|
65
$5.37K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 20.0% |
$288 - $726
|
30
$2.48K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 1.05% |
$230 - $581
|
386
$31.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4New |
$230 - $581
|
4
$330
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4New |
$230 - $581
|
4
$330
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
3+ 100.0% |
$173 - $436
|
6
$495
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 4.55% |
$173 - $436
|
69
$5.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.61% |
$115 - $290
|
328
$27.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 9.09% |
$115 - $290
|
24
$1.98K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.68% |
$57.5 - $145
|
148
$12.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$57.5 - $145
|
1
$82.5
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1- 0.02% |
$57.5 - $145
|
4.09K
$338K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-1- 0.02% |
$57.5 - $145
|
5.36K
$443K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1Closed |
$57.5 - $145
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1- -0.0% |
$57.5 - $145
|
40.4K
$3.34M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.16% |
$115 - $290
|
1.22K
$101K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2Closed |
$115 - $290
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 5.0% |
$115 - $290
|
38
$3.14K
|