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 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
98+ 6.28% |
$22.9K - $27.6K
|
1.66K
$151K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
96+ 4.11% |
$22.4K - $27.1K
|
2.43K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
96+ 0.53% |
$22.4K - $27.1K
|
18.2K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
94+ 0.09% |
$22K - $26.5K
|
109K
$9.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
91+ 7.25% |
$21.3K - $25.6K
|
1.35K
$123K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
90+ 3.63% |
$21K - $25.4K
|
2.57K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
90+ 0.17% |
$21K - $25.4K
|
53.6K
$4.88M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
88+ 6.7% |
$20.6K - $24.8K
|
1.4K
$128K
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
87New |
$20.3K - $24.5K
|
87
$7.92K
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
86+ 10.12% |
$20.1K - $24.2K
|
936
$85.3K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
85+ 2.0% |
$19.9K - $24K
|
4.33K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
84+ 0.95% |
$19.6K - $23.7K
|
8.92K
$812K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
81+ 5.81% |
$18.9K - $22.8K
|
1.48K
$134K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
80+ 49.08% |
$18.7K - $22.5K
|
243
$22.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
80+ 3.01% |
$18.7K - $22.5K
|
2.74K
$249K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
80New |
$18.7K - $22.5K
|
80
$7.29K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
79+ 2.23% |
$18.5K - $22.3K
|
3.62K
$330K
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
76+ 1.96% |
$17.8K - $21.4K
|
3.96K
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 1.72% |
$17.5K - $21.1K
|
4.44K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
74+ 8.89% |
$17.3K - $20.9K
|
906
$82.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
72+ 9.22% |
$16.8K - $20.3K
|
853
$77.7K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
69+ 2.12% |
$16.1K - $19.4K
|
3.32K
$302K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
63+ 0.78% |
$14.7K - $17.8K
|
8.16K
$743K
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
63+ 5.76% |
$14.7K - $17.8K
|
1.16K
$105K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
62+ 46.62% |
$14.5K - $17.5K
|
195
$17.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
61+ 6.39% |
$14.3K - $17.2K
|
1.02K
$92.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
60+ 2.58% |
$14K - $16.9K
|
2.39K
$217K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
59New |
$13.8K - $16.6K
|
59
$5.37K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 4.4% |
$13.8K - $16.6K
|
1.4K
$127K
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
58+ 3.87% |
$13.6K - $16.3K
|
1.56K
$142K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 2.37% |
$13.3K - $16.1K
|
2.46K
$224K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
56+ 2.32% |
$13.1K - $15.8K
|
2.48K
$225K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 5.46% |
$13.1K - $15.8K
|
1.08K
$98.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Profund Advisors LLC
|
BUY
|
- |
55+ 2.07% |
$12.9K - $15.5K
|
2.71K
$247K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
55+ 4.22% |
$12.9K - $15.5K
|
1.36K
$124K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
54+ 5.76% |
$12.6K - $15.2K
|
992
$90.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
53+ 5.75% |
$12.4K - $14.9K
|
974
$88.7K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
53+ 3.66% |
$12.4K - $14.9K
|
1.5K
$137K
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
BUY
|
- |
52+ 1.46% |
$12.2K - $14.7K
|
3.61K
$329K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
51+ 0.79% |
$11.9K - $14.4K
|
6.5K
$592K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
51+ 0.23% |
$11.9K - $14.4K
|
22.7K
$2.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
50New |
$11.7K - $14.1K
|
50
$4.55K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50+ 58.82% |
$11.7K - $14.1K
|
135
$12.3K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
50New |
$11.7K - $14.1K
|
50
$4.55K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 40.98% |
$11.7K - $14.1K
|
172
$15.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
50+ 2.15% |
$11.7K - $14.1K
|
2.37K
$216K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
50+ 3.7% |
$11.7K - $14.1K
|
1.4K
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 6.16% |
$11.7K - $14.1K
|
862
$78.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
50+ 4.55% |
$11.7K - $14.1K
|
1.15K
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50New |
$11.7K - $14.1K
|
50
$4.55K
|