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 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3- 75.0% |
$173 - $436
|
1
$82.5
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.07% |
$230 - $581
|
5.57K
$460K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-4- 40.0% |
$230 - $581
|
6
$495
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5- 0.09% |
$288 - $726
|
5.38K
$444K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
SELL
|
- |
-5Closed |
$288 - $726
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$288 - $726
|
0
$0
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 4.76% |
$288 - $726
|
100
$8.25K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5- 0.09% |
$288 - $726
|
5.38K
$444K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6- 1.16% |
$345 - $871
|
510
$42.1K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6- 0.15% |
$345 - $871
|
4.09K
$338K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6- 2.14% |
$345 - $871
|
275
$22.7K
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-9- 0.12% |
$518 - $1.31K
|
7.53K
$622K
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-9Closed |
$518 - $1.31K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 71.43% |
$575 - $1.45K
|
4
$330
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10- 0.14% |
$575 - $1.45K
|
6.95K
$574K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 0.95% |
$575 - $1.45K
|
1.04K
$86.2K
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10Closed |
$575 - $1.45K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10- 7.14% |
$575 - $1.45K
|
130
$10.7K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-11Closed |
$633 - $1.6K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 11.22% |
$633 - $1.6K
|
87
$7.18K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-12Closed |
$690 - $1.74K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-13- 8.44% |
$748 - $1.89K
|
141
$11.6K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-14- 0.43% |
$805 - $2.03K
|
3.26K
$269K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 7.69% |
$920 - $2.32K
|
192
$15.8K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-16- 0.44% |
$920 - $2.32K
|
3.66K
$302K
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-21Closed |
$1.21K - $3.05K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 67.65% |
$1.32K - $3.34K
|
11
$908
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-24- 10.21% |
$1.38K - $3.48K
|
211
$17.4K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-25- 1.34% |
$1.44K - $3.63K
|
1.83K
$151K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 3.21% |
$1.5K - $3.77K
|
784
$64.7K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-28- 8.67% |
$1.61K - $4.07K
|
295
$24.3K
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-28- 0.49% |
$1.61K - $4.07K
|
5.63K
$465K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-29- 1.21% |
$1.67K - $4.21K
|
2.37K
$196K
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-29- 46.03% |
$1.67K - $4.21K
|
34
$2.81K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32- 91.43% |
$1.84K - $4.65K
|
3
$248
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-32- 9.47% |
$1.84K - $4.65K
|
306
$25.3K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-33- 0.61% |
$1.9K - $4.79K
|
5.37K
$443K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33- 30.28% |
$1.9K - $4.79K
|
76
$6.27K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-35Closed |
$2.01K - $5.08K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40Closed |
$2.3K - $5.81K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-40- 0.73% |
$2.3K - $5.81K
|
5.4K
$446K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-41- 0.54% |
$2.36K - $5.95K
|
7.61K
$628K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-43- 1.03% |
$2.47K - $6.24K
|
4.15K
$342K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-46- 13.73% |
$2.65K - $6.68K
|
289
$23.9K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-46- 63.89% |
$2.65K - $6.68K
|
26
$2.15K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-47- 1.4% |
$2.7K - $6.82K
|
3.32K
$274K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-49Closed |
$2.82K - $7.11K
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-49- 34.51% |
$2.82K - $7.11K
|
93
$7.68K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 83.33% |
$2.88K - $7.26K
|
10
$825
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-51- 7.3% |
$2.93K - $7.4K
|
648
$53.5K
|