Purchases and Sales Made in Q2 2024 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q2 2024. 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, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-56- 0.65% |
$3.47K - $4.56K
|
8.62K
$493K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-59- 1.56% |
$3.65K - $4.81K
|
3.72K
$213K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-61- 1.22% |
$3.78K - $4.97K
|
4.93K
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-63- 1.06% |
$3.9K - $5.13K
|
5.86K
$335K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 1.15% |
$4.15K - $5.46K
|
5.78K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-70- 42.42% |
$4.33K - $5.7K
|
95
$5.44K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-73- 0.79% |
$4.52K - $5.95K
|
9.22K
$528K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-74- 2.03% |
$4.58K - $6.03K
|
3.57K
$204K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-74- 87.06% |
$4.58K - $6.03K
|
11
$629
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-82- 1.01% |
$5.08K - $6.68K
|
8.02K
$459K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-84- 0.55% |
$5.2K - $6.84K
|
15.1K
$863K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-85- 29.82% |
$5.26K - $6.92K
|
200
$11.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-86- 16.9% |
$5.32K - $7.01K
|
423
$24.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 94.62% |
$5.45K - $7.17K
|
5
$286
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-89- 2.17% |
$5.51K - $7.25K
|
4.02K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-90- 11.76% |
$5.57K - $7.33K
|
675
$38.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-90- 14.95% |
$5.57K - $7.33K
|
512
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-90- 66.67% |
$5.57K - $7.33K
|
45
$2.57K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-93- 2.55% |
$5.76K - $7.58K
|
3.56K
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-95- 0.54% |
$5.88K - $7.74K
|
17.3K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-97- 82.91% |
$6K - $7.9K
|
20
$1.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 3.06% |
$6.19K - $8.15K
|
3.17K
$182K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-104- 0.5% |
$6.44K - $8.47K
|
20.9K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-104- 2.1% |
$6.44K - $8.47K
|
4.84K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-106- 25.85% |
$6.56K - $8.63K
|
304
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-109- 2.22% |
$6.75K - $8.88K
|
4.8K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-110- 1.87% |
$6.81K - $8.96K
|
5.76K
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-110- 68.75% |
$6.81K - $8.96K
|
50
$2.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-117- 1.46% |
$7.24K - $9.53K
|
7.9K
$452K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-124- 3.02% |
$7.68K - $10.1K
|
3.98K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-125- 3.18% |
$7.74K - $10.2K
|
3.81K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-130- 1.96% |
$8.05K - $10.6K
|
6.49K
$371K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-135- 2.04% |
$8.36K - $11K
|
6.48K
$371K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-136- 0.95% |
$8.42K - $11.1K
|
14.2K
$811K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-139- 2.8% |
$8.6K - $11.3K
|
4.82K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-143- 1.96% |
$8.85K - $11.6K
|
7.17K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-149- 4.12% |
$9.22K - $12.1K
|
3.47K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-149- 2.87% |
$9.22K - $12.1K
|
5.05K
$289K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-149- 2.87% |
$9.22K - $12.1K
|
5.05K
$289K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-150- 2.14% |
$9.29K - $12.2K
|
6.87K
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-150- 90.91% |
$9.29K - $12.2K
|
15
$858
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-150- 0.26% |
$9.29K - $12.2K
|
56.6K
$3.24M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-150- 75.0% |
$9.29K - $12.2K
|
50
$2.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-156- 95.12% |
$9.66K - $12.7K
|
8
$458
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-162- 3.29% |
$10K - $13.2K
|
4.76K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-164- 1.47% |
$10.2K - $13.4K
|
11K
$631K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-168- 4.44% |
$10.4K - $13.7K
|
3.61K
$207K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-168- 3.53% |
$10.4K - $13.7K
|
4.59K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-183- 0.55% |
$11.3K - $14.9K
|
33.1K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-190- 2.08% |
$11.8K - $15.5K
|
8.95K
$512K
|