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 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
267New |
$16.5K - $21.7K
|
267
$15.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
263+ 5.12% |
$16.3K - $21.4K
|
5.4K
$309K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
254+ 6.97% |
$15.7K - $20.7K
|
3.9K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
253+ 0.5% |
$15.7K - $20.6K
|
50.8K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
248+ 2.79% |
$15.4K - $20.2K
|
9.15K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
240+ 4.04% |
$14.9K - $19.6K
|
6.17K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
232+ 6.98% |
$14.4K - $18.9K
|
3.56K
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
225+ 0.17% |
$13.9K - $18.3K
|
131K
$7.52M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
212+ 557.89% |
$13.1K - $17.3K
|
250
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 5.17% |
$12.9K - $16.9K
|
4.23K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
202New |
$12.5K - $16.5K
|
202
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
200New |
$12.4K - $16.3K
|
200
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
195+ 10.15% |
$12.1K - $15.9K
|
2.12K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
190+ 3.83% |
$11.8K - $15.5K
|
5.16K
$295K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
180+ 21.77% |
$11.1K - $14.7K
|
1.01K
$57.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
178+ 4.51% |
$11K - $14.5K
|
4.13K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
176+ 2.44% |
$10.9K - $14.3K
|
7.38K
$422K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
171New |
$10.6K - $13.9K
|
171
$9.78K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
165+ 1.87% |
$10.2K - $13.4K
|
8.97K
$513K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
160New |
$9.9K - $13K
|
160
$9.16K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 79.19% |
$9.66K - $12.7K
|
353
$20.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
153+ 2.73% |
$9.47K - $12.5K
|
5.76K
$330K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
152+ 3.81% |
$9.41K - $12.4K
|
4.14K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
151+ 6.9% |
$9.35K - $12.3K
|
2.34K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
151+ 1.1% |
$9.35K - $12.3K
|
13.8K
$791K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
150New |
$9.29K - $12.2K
|
150
$8.58K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150New |
$9.29K - $12.2K
|
150
$8.58K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
144+ 1.12% |
$8.91K - $11.7K
|
13K
$743K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
144+ 1.48% |
$8.91K - $11.7K
|
9.89K
$566K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
140New |
$8.67K - $11.4K
|
140
$8.01K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
136+ 12.05% |
$8.42K - $11.1K
|
1.27K
$72.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
136New |
$8.42K - $11.1K
|
136
$7.78K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
130+ 3.74% |
$8.05K - $10.6K
|
3.6K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
129+ 3.32% |
$7.99K - $10.5K
|
4.02K
$230K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
128+ 125.49% |
$7.92K - $10.4K
|
230
$13.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
124+ 2.08% |
$7.68K - $10.1K
|
6.07K
$347K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
123+ 2.55% |
$7.61K - $10K
|
4.95K
$283K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
105+ 2.6% |
$6.5K - $8.55K
|
4.15K
$237K
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
100+ 0.44% |
$6.19K - $8.15K
|
22.6K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
100+ 16.67% |
$6.19K - $8.15K
|
700
$40.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
97+ 1.14% |
$6K - $7.9K
|
8.58K
$491K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
90+ 8.91% |
$5.57K - $7.33K
|
1.1K
$62.9K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
85New |
$5.26K - $6.92K
|
85
$4.86K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
85+ 607.14% |
$5.26K - $6.92K
|
99
$5.66K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
84+ 70.0% |
$5.2K - $6.84K
|
204
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
80+ 53.33% |
$4.95K - $6.52K
|
230
$13.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
75+ 1.56% |
$4.64K - $6.11K
|
4.88K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
72+ 6.83% |
$4.46K - $5.87K
|
1.13K
$64.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
71New |
$4.39K - $5.78K
|
71
$4.06K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
70+ 0.93% |
$4.33K - $5.7K
|
7.6K
$435K
|