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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.14% |
$4.27K - $5.62K
|
6.11K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
66New |
$4.09K - $5.38K
|
66
$3.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
66+ 183.33% |
$4.09K - $5.38K
|
102
$5.84K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66+ 143.48% |
$4.09K - $5.38K
|
112
$6.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
65+ 433.33% |
$4.02K - $5.29K
|
80
$4.58K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
62+ 1.3% |
$3.84K - $5.05K
|
4.83K
$276K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
61+ 1525.0% |
$3.78K - $4.97K
|
65
$3.72K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 81.08% |
$3.71K - $4.89K
|
134
$7.67K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
59+ 1.41% |
$3.65K - $4.81K
|
4.23K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
59New |
$3.65K - $4.81K
|
59
$3.38K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
55+ 8.06% |
$3.4K - $4.48K
|
737
$42.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54+ 2.97% |
$3.34K - $4.4K
|
1.88K
$107K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
50New |
$3.1K - $4.07K
|
50
$2.86K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50New |
$3.1K - $4.07K
|
50
$2.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
44+ 6.69% |
$2.72K - $3.58K
|
702
$40.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
43+ 0.42% |
$2.66K - $3.5K
|
10.3K
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
41+ 0.07% |
$2.54K - $3.34K
|
56.9K
$3.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
41+ 35.34% |
$2.54K - $3.34K
|
157
$8.98K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 6.34% |
$2.54K - $3.34K
|
688
$39.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.25% |
$2.48K - $3.26K
|
16.3K
$934K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
40New |
$2.48K - $3.26K
|
40
$2.29K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
38+ 44.71% |
$2.35K - $3.1K
|
123
$7.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
36+ 2.56% |
$2.23K - $2.93K
|
1.44K
$82.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 0.86% |
$2.17K - $2.85K
|
4.12K
$235K
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
33+ 0.23% |
$2.04K - $2.69K
|
14.5K
$831K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 35.48% |
$2.04K - $2.69K
|
126
$7.21K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
31+ 0.27% |
$1.92K - $2.53K
|
11.5K
$660K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.96% |
$1.92K - $2.53K
|
3.27K
$187K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
30+ 3.0% |
$1.86K - $2.44K
|
1.03K
$58.9K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30New |
$1.86K - $2.44K
|
30
$1.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
30New |
$1.86K - $2.44K
|
30
$1.72K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 50.0% |
$1.86K - $2.44K
|
90
$5.15K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 23.77% |
$1.8K - $2.36K
|
151
$8.64K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
24New |
$1.49K - $1.96K
|
24
$1.37K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 1.31% |
$1.42K - $1.87K
|
1.78K
$102K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$1.36K - $1.79K
|
22
$1.26K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
22+ 0.68% |
$1.36K - $1.79K
|
3.26K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 3.7% |
$1.36K - $1.79K
|
616
$35.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
17+ 340.0% |
$1.05K - $1.38K
|
22
$1.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
15+ 115.38% |
$929 - $1.22K
|
28
$1.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
12New |
$743 - $978
|
12
$687
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
11New |
$681 - $896
|
11
$629
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$681 - $896
|
11
$629
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
8+ 0.04% |
$495 - $652
|
18K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8+ 0.0% |
$495 - $652
|
510K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 7.84% |
$495 - $652
|
110
$6.29K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 7.61% |
$433 - $570
|
99
$5.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7New |
$433 - $570
|
7
$401
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
7+ 0.09% |
$433 - $570
|
7.86K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6+ 0.16% |
$371 - $489
|
3.77K
$216K
|