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 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-85- 29.82% |
$5.26K - $6.92K
|
200
$18.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-86- 16.9% |
$5.32K - $7.01K
|
423
$38.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-88- 94.62% |
$5.45K - $7.17K
|
5
$455
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-89- 2.17% |
$5.51K - $7.25K
|
4.02K
$366K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-90- 14.95% |
$5.57K - $7.33K
|
512
$46.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-90- 66.67% |
$5.57K - $7.33K
|
45
$4.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-90- 11.76% |
$5.57K - $7.33K
|
675
$61.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-93- 2.55% |
$5.76K - $7.58K
|
3.56K
$324K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-95- 0.54% |
$5.88K - $7.74K
|
17.3K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-97- 82.91% |
$6K - $7.9K
|
20
$1.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-100- 3.06% |
$6.19K - $8.15K
|
3.17K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-104- 2.1% |
$6.44K - $8.47K
|
4.84K
$441K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-104- 0.5% |
$6.44K - $8.47K
|
20.9K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-106- 25.85% |
$6.56K - $8.63K
|
304
$27.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-109- 2.22% |
$6.75K - $8.88K
|
4.8K
$437K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-110- 1.87% |
$6.81K - $8.96K
|
5.76K
$525K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-110- 68.75% |
$6.81K - $8.96K
|
50
$4.55K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-117- 1.46% |
$7.24K - $9.53K
|
7.9K
$719K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-124- 3.02% |
$7.68K - $10.1K
|
3.98K
$363K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-125- 3.18% |
$7.74K - $10.2K
|
3.81K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-130- 1.96% |
$8.05K - $10.6K
|
6.49K
$591K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-135- 2.04% |
$8.36K - $11K
|
6.48K
$590K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-136- 0.95% |
$8.42K - $11.1K
|
14.2K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-139- 2.8% |
$8.6K - $11.3K
|
4.82K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-143- 1.96% |
$8.85K - $11.6K
|
7.17K
$653K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-149- 2.87% |
$9.22K - $12.1K
|
5.05K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-149- 4.12% |
$9.22K - $12.1K
|
3.47K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-149- 2.87% |
$9.22K - $12.1K
|
5.05K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-150- 0.26% |
$9.29K - $12.2K
|
56.6K
$5.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-150- 2.14% |
$9.29K - $12.2K
|
6.87K
$626K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-150- 90.91% |
$9.29K - $12.2K
|
15
$1.37K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-156- 95.12% |
$9.66K - $12.7K
|
8
$729
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-162- 3.29% |
$10K - $13.2K
|
4.76K
$433K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-164- 1.47% |
$10.2K - $13.4K
|
11K
$1M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-168- 4.44% |
$10.4K - $13.7K
|
3.61K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-168- 3.53% |
$10.4K - $13.7K
|
4.59K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-183- 0.55% |
$11.3K - $14.9K
|
33.1K
$3.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-190- 2.08% |
$11.8K - $15.5K
|
8.95K
$815K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-200- 4.89% |
$12.4K - $16.3K
|
3.89K
$354K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-212- 9.61% |
$13.1K - $17.3K
|
1.99K
$182K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-220- 5.66% |
$13.6K - $17.9K
|
3.67K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-235- 7.01% |
$14.5K - $19.1K
|
3.12K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-237- 2.24% |
$14.7K - $19.3K
|
10.3K
$940K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-240- 4.64% |
$14.9K - $19.6K
|
4.94K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-244- 18.58% |
$15.1K - $19.9K
|
1.07K
$97.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-245- 4.01% |
$15.2K - $20K
|
5.86K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-250- 80.91% |
$15.5K - $20.4K
|
59
$5.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-253- 0.75% |
$15.7K - $20.6K
|
33.4K
$3.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-255- 83.61% |
$15.8K - $20.8K
|
50
$4.55K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-258- 3.1% |
$16K - $21K
|
8.06K
$734K
|