Purchases and Sales Made in Q3 2021 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
445+ 4.89% |
$104K - $125K
|
9.54K
$869K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
443New |
$104K - $125K
|
443
$40.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
439+ 35.92% |
$103K - $124K
|
1.66K
$151K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
436+ 3.81% |
$102K - $123K
|
11.9K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
432+ 0.6% |
$101K - $122K
|
72.5K
$6.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
428+ 35.28% |
$100K - $121K
|
1.64K
$149K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
422+ 6.27% |
$98.6K - $119K
|
7.16K
$652K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
414+ 13.25% |
$96.7K - $117K
|
3.54K
$322K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
409+ 24.55% |
$95.6K - $115K
|
2.08K
$189K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 2.68% |
$93.5K - $113K
|
15.3K
$1.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
400+ 0.16% |
$93.5K - $113K
|
247K
$22.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
400+ 33.39% |
$93.5K - $113K
|
1.6K
$146K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
399+ 30.0% |
$93.2K - $112K
|
1.73K
$157K
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
399+ 6.62% |
$93.2K - $112K
|
6.43K
$585K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
397+ 10.76% |
$92.8K - $112K
|
4.09K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
396+ 19.59% |
$92.5K - $112K
|
2.42K
$220K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
390+ 0.44% |
$91.1K - $110K
|
88.6K
$8.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
386+ 5.95% |
$90.2K - $109K
|
6.88K
$626K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
383+ 22.7% |
$89.5K - $108K
|
2.07K
$189K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
375+ 53.57% |
$87.6K - $106K
|
1.08K
$97.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
367+ 44.59% |
$85.8K - $103K
|
1.19K
$108K
|
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
354+ 31.55% |
$82.7K - $99.8K
|
1.48K
$134K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
349+ 4.81% |
$81.6K - $98.4K
|
7.61K
$693K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
348+ 18.95% |
$81.3K - $98.1K
|
2.18K
$199K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
343+ 8.29% |
$80.2K - $96.7K
|
4.48K
$408K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
339+ 2.44% |
$79.2K - $95.5K
|
14.2K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
336+ 13.06% |
$78.5K - $94.7K
|
2.91K
$265K
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
319+ 8.03% |
$74.5K - $89.9K
|
4.29K
$391K
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
317+ 2.83% |
$74.1K - $89.3K
|
11.5K
$1.05M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
317+ 11.88% |
$74.1K - $89.3K
|
2.99K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
301+ 11.38% |
$70.3K - $84.8K
|
2.95K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
300+ 15.0% |
$70.1K - $84.5K
|
2.3K
$209K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
297+ 26.21% |
$69.4K - $83.7K
|
1.43K
$130K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
293+ 23.44% |
$68.5K - $82.6K
|
1.54K
$141K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
291+ 28.73% |
$68K - $82K
|
1.3K
$119K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
289+ 1.8% |
$67.5K - $81.4K
|
16.3K
$1.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
277+ 1.46% |
$64.7K - $78.1K
|
19.3K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
276New |
$64.5K - $77.8K
|
276
$25.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
270+ 0.25% |
$63.1K - $76.1K
|
106K
$9.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
270+ 120.0% |
$63.1K - $76.1K
|
495
$45.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
264+ 825.0% |
$61.7K - $74.4K
|
296
$27K
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
260+ 4.41% |
$60.8K - $73.3K
|
6.16K
$561K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
260+ 15.05% |
$60.8K - $73.3K
|
1.99K
$181K
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
258+ 6.15% |
$60.3K - $72.7K
|
4.46K
$406K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
257+ 3.92% |
$60.1K - $72.4K
|
6.81K
$620K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
254+ 5.45% |
$59.4K - $71.6K
|
4.91K
$447K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
250+ 10.53% |
$58.4K - $70.5K
|
2.62K
$239K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
249+ 7.63% |
$58.2K - $70.2K
|
3.51K
$320K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
246+ 2.65% |
$57.5K - $69.3K
|
9.53K
$868K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 5.18% |
$57.3K - $69K
|
4.97K
$453K
|