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 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-274- 4.15% |
$17K - $22.3K
|
6.33K
$576K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-275- 4.63% |
$17K - $22.4K
|
5.67K
$516K
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-277- 7.25% |
$17.1K - $22.6K
|
3.54K
$323K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-287- 1.9% |
$17.8K - $23.4K
|
14.8K
$1.35M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-291- 11.76% |
$18K - $23.7K
|
2.18K
$199K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-310- 1.98% |
$19.2K - $25.3K
|
15.4K
$1.4M
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-314- 1.44% |
$19.4K - $25.6K
|
21.4K
$1.95M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-316- 52.23% |
$19.6K - $25.7K
|
289
$26.3K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-350- 53.85% |
$21.7K - $28.5K
|
300
$27.3K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-351- 3.21% |
$21.7K - $28.6K
|
10.6K
$963K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-351- 4.49% |
$21.7K - $28.6K
|
7.47K
$680K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-355- 1.59% |
$22K - $28.9K
|
22K
$2M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-391- 1.24% |
$24.2K - $31.9K
|
31.2K
$2.84M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-400- 0.69% |
$24.8K - $32.6K
|
57.2K
$5.21M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-403- 2.59% |
$24.9K - $32.8K
|
15.2K
$1.38M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-405- 10.56% |
$25.1K - $33K
|
3.43K
$312K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-419- 2.97% |
$25.9K - $34.1K
|
13.7K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-429- 5.66% |
$26.6K - $34.9K
|
7.14K
$651K
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-432- 2.91% |
$26.7K - $35.2K
|
14.4K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-436- 0.67% |
$27K - $35.5K
|
64.6K
$5.88M
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-441- 4.2% |
$27.3K - $35.9K
|
10.1K
$916K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-444- 5.78% |
$27.5K - $36.2K
|
7.23K
$659K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-450- 8.69% |
$27.9K - $36.7K
|
4.73K
$430K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-457- 78.12% |
$28.3K - $37.2K
|
128
$11.7K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-469- 25.32% |
$29K - $38.2K
|
1.38K
$126K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-477- 2.67% |
$29.5K - $38.9K
|
17.4K
$1.58M
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-484- 1.34% |
$30K - $39.4K
|
35.5K
$3.24M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-485- 0.1% |
$30K - $39.5K
|
470K
$42.8M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-486- 46.42% |
$30.1K - $39.6K
|
561
$51.1K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-500- 10.79% |
$31K - $40.7K
|
4.13K
$377K
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 10.12% |
$31K - $40.7K
|
4.44K
$404K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-509- 8.46% |
$31.5K - $41.5K
|
5.5K
$501K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-540- 54.0% |
$33.4K - $44K
|
460
$41.9K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-544- 6.28% |
$33.7K - $44.3K
|
8.12K
$739K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-549- 12.03% |
$34K - $44.7K
|
4.02K
$366K
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-551- 91.83% |
$34.1K - $44.9K
|
49
$4.46K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-591- 4.14% |
$36.6K - $48.1K
|
13.7K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-604- 1.35% |
$37.4K - $49.2K
|
44.1K
$4.01M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-611- 2.97% |
$37.8K - $49.8K
|
20K
$1.82M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-622- 9.82% |
$38.5K - $50.7K
|
5.71K
$520K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-631- 0.19% |
$39.1K - $51.4K
|
338K
$30.8M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-679- 15.55% |
$42K - $55.3K
|
3.69K
$336K
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-700- 17.81% |
$43.3K - $57K
|
3.23K
$294K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-711- 10.94% |
$44K - $57.9K
|
5.79K
$527K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-727- 5.8% |
$45K - $59.2K
|
11.8K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-749- 9.22% |
$46.4K - $61K
|
7.38K
$672K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-763- 8.85% |
$47.2K - $62.2K
|
7.86K
$716K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-818- 12.44% |
$50.6K - $66.6K
|
5.76K
$525K
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-833- 2.45% |
$51.6K - $67.9K
|
33.2K
$3.02M
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-835- 2.03% |
$51.7K - $68K
|
40.3K
$3.67M
|