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 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
162+ 5.17% |
$37.9K - $45.7K
|
3.3K
$300K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
161+ 4.13% |
$37.6K - $45.4K
|
4.06K
$370K
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
160+ 16.33% |
$37.4K - $45.1K
|
1.14K
$104K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
157+ 13.46% |
$36.7K - $44.2K
|
1.32K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
157+ 76.96% |
$36.7K - $44.2K
|
361
$32.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
157+ 18.11% |
$36.7K - $44.2K
|
1.02K
$93.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
155+ 10.09% |
$36.2K - $43.7K
|
1.69K
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
153+ 2.13% |
$35.8K - $43.1K
|
7.34K
$669K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
150New |
$35.1K - $42.3K
|
150
$13.7K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
150New |
$35.1K - $42.3K
|
150
$13.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
150+ 1.06% |
$35.1K - $42.3K
|
14.3K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
146+ 18.34% |
$34.1K - $41.1K
|
942
$85.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
140+ 7.5% |
$32.7K - $39.5K
|
2.01K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
139+ 7.47% |
$32.5K - $39.2K
|
2K
$182K
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
BUY
|
- |
138+ 1.51% |
$32.2K - $38.9K
|
9.26K
$844K
|
|
|
Oct 12, 2021
Q3 2021
|
Green Alpha Advisors, LLC
|
BUY
|
- |
135+ 2.25% |
$31.5K - $38K
|
6.13K
$558K
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
131+ 0.47% |
$30.6K - $36.9K
|
27.8K
$2.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
130+ 4.8% |
$30.4K - $36.6K
|
2.84K
$259K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
129+ 1.96% |
$30.1K - $36.4K
|
6.7K
$610K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
125+ 5.14% |
$29.2K - $35.2K
|
2.56K
$233K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
124New |
$29K - $34.9K
|
124
$11.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
124+ 0.64% |
$29K - $34.9K
|
19.5K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
122+ 2.41% |
$28.5K - $34.4K
|
5.19K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
121+ 0.58% |
$28.3K - $34.1K
|
20.9K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
120+ 1.7% |
$28K - $33.8K
|
7.18K
$653K
|
|
|
Nov 05, 2021
Q3 2021
|
Homestead Advisers Corp
|
BUY
|
- |
120+ 51.06% |
$28K - $33.8K
|
355
$32.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
120+ 11.59% |
$28K - $33.8K
|
1.16K
$105K
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
115+ 9.66% |
$26.9K - $32.4K
|
1.31K
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
114+ 2.46% |
$26.6K - $32.1K
|
4.76K
$433K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
110+ 9.57% |
$25.7K - $31K
|
1.26K
$115K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
110+ 2.33% |
$25.7K - $31K
|
4.84K
$441K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
109+ 43.6% |
$25.5K - $30.7K
|
359
$32.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
109+ 1090.0% |
$25.5K - $30.7K
|
119
$10.8K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
109+ 2.65% |
$25.5K - $30.7K
|
4.22K
$384K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
108+ 2.0% |
$25.2K - $30.4K
|
5.5K
$500K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
107+ 11.59% |
$25K - $30.2K
|
1.03K
$93.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
106+ 7.66% |
$24.8K - $29.9K
|
1.49K
$136K
|
|
|
Oct 19, 2021
Q3 2021
|
Arnhold LLC
|
BUY
|
- |
105+ 4.12% |
$24.5K - $29.6K
|
2.65K
$241K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
105New |
$24.5K - $29.6K
|
105
$9.56K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
102+ 2.63% |
$23.8K - $28.7K
|
3.98K
$363K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
102+ 5.44% |
$23.8K - $28.7K
|
1.98K
$180K
|
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
BUY
|
- |
100+ 4.17% |
$23.4K - $28.2K
|
2.5K
$228K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
100+ 9.55% |
$23.4K - $28.2K
|
1.15K
$104K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
100+ 7.23% |
$23.4K - $28.2K
|
1.48K
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$23.4K - $28.2K
|
100
$9.11K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
100New |
$23.4K - $28.2K
|
100
$9.11K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 2.77% |
$23.4K - $28.2K
|
3.71K
$338K
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
100+ 0.56% |
$23.4K - $28.2K
|
17.9K
$1.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
99+ 5.11% |
$23.1K - $27.9K
|
2.04K
$186K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
98+ 5.08% |
$22.9K - $27.6K
|
2.03K
$185K
|