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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
249+ 7.63% |
$58.2K - $70.2K
|
3.51K
$201K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
246+ 2.65% |
$57.5K - $69.3K
|
9.53K
$545K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 5.18% |
$57.3K - $69K
|
4.97K
$285K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
244+ 8.74% |
$57K - $68.8K
|
3.04K
$174K
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
242+ 13.83% |
$56.6K - $68.2K
|
1.99K
$114K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
240+ 1.11% |
$56.1K - $67.6K
|
21.9K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
239+ 27.19% |
$55.9K - $67.4K
|
1.12K
$64K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
235+ 5.25% |
$54.9K - $66.2K
|
4.71K
$270K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
235New |
$54.9K - $66.2K
|
235
$13.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
230+ 3.78% |
$53.7K - $64.8K
|
6.32K
$362K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
228+ 6.25% |
$53.3K - $64.3K
|
3.87K
$222K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
225+ 642.86% |
$52.6K - $63.4K
|
260
$14.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
225+ 9.96% |
$52.6K - $63.4K
|
2.48K
$142K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
225+ 1.61% |
$52.6K - $63.4K
|
14.2K
$814K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
225+ 13.41% |
$52.6K - $63.4K
|
1.9K
$109K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
222+ 6.75% |
$51.9K - $62.6K
|
3.51K
$201K
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
218+ 1.44% |
$50.9K - $61.4K
|
15.4K
$879K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
216+ 8.37% |
$50.5K - $60.9K
|
2.8K
$160K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
212+ 0.64% |
$49.5K - $59.7K
|
33.4K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
210+ 2100.0% |
$49.1K - $59.2K
|
220
$12.6K
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
209+ 7.62% |
$48.8K - $58.9K
|
2.95K
$169K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
208+ 1.15% |
$48.6K - $58.6K
|
18.3K
$1.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
208+ 13.61% |
$48.6K - $58.6K
|
1.74K
$99.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
205+ 18.16% |
$47.9K - $57.8K
|
1.33K
$76.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
203+ 2.03% |
$47.4K - $57.2K
|
10.2K
$585K
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
202+ 12.74% |
$47.2K - $56.9K
|
1.79K
$102K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
202+ 11.32% |
$47.2K - $56.9K
|
1.99K
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
201+ 22.36% |
$47K - $56.6K
|
1.1K
$62.9K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
200+ 4.56% |
$46.7K - $56.4K
|
4.59K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
200+ 9.57% |
$46.7K - $56.4K
|
2.29K
$131K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
198+ 6.78% |
$46.3K - $55.8K
|
3.12K
$179K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
197+ 41.47% |
$46K - $55.5K
|
672
$38.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
196+ 2.37% |
$45.8K - $55.2K
|
8.48K
$485K
|
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
190+ 2.2% |
$44.4K - $53.5K
|
8.85K
$506K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
190+ 2.18% |
$44.4K - $53.5K
|
8.9K
$509K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
188+ 19.36% |
$43.9K - $53K
|
1.16K
$66.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
188+ 118.99% |
$43.9K - $53K
|
346
$19.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
187+ 41.65% |
$43.7K - $52.7K
|
636
$36.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
185+ 12.54% |
$43.2K - $52.1K
|
1.66K
$95K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
182+ 4.85% |
$42.5K - $51.3K
|
3.93K
$225K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
180+ 41.1% |
$42.1K - $50.7K
|
618
$35.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
180+ 1.63% |
$42.1K - $50.7K
|
11.2K
$641K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
177+ 15.69% |
$41.4K - $49.9K
|
1.31K
$74.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
177+ 11.3% |
$41.4K - $49.9K
|
1.74K
$99.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
176+ 2.3% |
$41.1K - $49.6K
|
7.84K
$449K
|
|
|
Nov 15, 2021
Q3 2021
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
176+ 11.84% |
$41.1K - $49.6K
|
1.66K
$95.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
174+ 3.47% |
$40.7K - $49K
|
5.18K
$297K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
167+ 8.35% |
$39K - $47.1K
|
2.17K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
167+ 3.41% |
$39K - $47.1K
|
5.07K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
165New |
$38.6K - $46.5K
|
165
$9.44K
|