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 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
451+ 3.97% |
$25.9K - $65.5K
|
11.8K
$974K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
448+ 12.32% |
$25.8K - $65K
|
4.08K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
426+ 3.67% |
$24.5K - $61.9K
|
12K
$994K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
425+ 12.8% |
$24.4K - $61.7K
|
3.75K
$309K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
422+ 3.37% |
$24.3K - $61.3K
|
13K
$1.07M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
394+ 8.39% |
$22.7K - $57.2K
|
5.09K
$420K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
378+ 3.08% |
$21.7K - $54.9K
|
12.7K
$1.04M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
377+ 4.27% |
$21.7K - $54.7K
|
9.21K
$760K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
375New |
$21.6K - $54.4K
|
375
$31K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
375+ 12.84% |
$21.6K - $54.4K
|
3.3K
$272K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
370+ 12.35% |
$21.3K - $53.7K
|
3.37K
$278K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
370+ 7.4% |
$21.3K - $53.7K
|
5.37K
$443K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
365+ 15.88% |
$21K - $53K
|
2.66K
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
346+ 5.98% |
$19.9K - $50.2K
|
6.13K
$506K
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
341+ 48.1% |
$19.6K - $49.5K
|
1.05K
$86.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
340+ 10.7% |
$19.6K - $49.4K
|
3.52K
$290K
|
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
340+ 8.19% |
$19.6K - $49.4K
|
4.49K
$371K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
333+ 0.59% |
$19.2K - $48.3K
|
56.9K
$4.7M
|
|
|
Jul 05, 2022
Q2 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
327+ 2.48% |
$18.8K - $47.5K
|
13.5K
$1.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
327New |
$18.8K - $47.5K
|
327
$27K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
325+ 7.25% |
$18.7K - $47.2K
|
4.81K
$397K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
318+ 8.74% |
$18.3K - $46.2K
|
3.96K
$327K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
317New |
$18.2K - $46K
|
317
$26.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
310+ 2.32% |
$17.8K - $45K
|
13.6K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
309+ 3.19% |
$17.8K - $44.9K
|
10K
$826K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
305+ 2.55% |
$17.5K - $44.3K
|
12.3K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
303+ 10.84% |
$17.4K - $44K
|
3.1K
$256K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
300+ 201.34% |
$17.3K - $43.6K
|
449
$37.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
300+ 6.02% |
$17.3K - $43.6K
|
5.29K
$436K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
298+ 30.85% |
$17.1K - $43.3K
|
1.26K
$104K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
296+ 4.18% |
$17K - $43K
|
7.38K
$609K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 6.34% |
$16.7K - $42.3K
|
4.88K
$403K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
289+ 5.74% |
$16.6K - $42K
|
5.33K
$440K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
283+ 1.7% |
$16.3K - $41.1K
|
16.9K
$1.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 109.52% |
$15.9K - $40.1K
|
528
$43.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
272+ 3.22% |
$15.6K - $39.5K
|
8.72K
$719K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
265+ 3.24% |
$15.2K - $38.5K
|
8.44K
$697K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
264+ 6.24% |
$15.2K - $38.3K
|
4.49K
$371K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
243+ 1.63% |
$14K - $35.3K
|
15.2K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
235New |
$13.5K - $34.1K
|
235
$19.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
229+ 6.55% |
$13.2K - $33.2K
|
3.73K
$307K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
220+ 0.87% |
$12.7K - $31.9K
|
25.4K
$2.1M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
218+ 2.68% |
$12.5K - $31.7K
|
8.35K
$689K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
215+ 2.86% |
$12.4K - $31.2K
|
7.74K
$639K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
215New |
$12.4K - $31.2K
|
215
$17.7K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
213New |
$12.2K - $30.9K
|
213
$17.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
210New |
$12.1K - $30.5K
|
210
$17.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Homestead Advisers Corp
|
BUY
|
- |
209+ 25.06% |
$12K - $30.3K
|
1.04K
$86.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
200+ 4.46% |
$11.5K - $29K
|
4.68K
$387K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 17.64% |
$11.5K - $29K
|
1.33K
$110K
|