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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 6.16% |
$11.7K - $14.1K
|
862
$49.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
50+ 4.55% |
$11.7K - $14.1K
|
1.15K
$65.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50New |
$11.7K - $14.1K
|
50
$2.86K
|
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
50+ 3.2% |
$11.7K - $14.1K
|
1.61K
$92.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
49+ 2.41% |
$11.5K - $13.8K
|
2.08K
$119K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49+ 4.71% |
$11.5K - $13.8K
|
1.09K
$62.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 13.22% |
$11.2K - $13.5K
|
411
$23.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
46+ 4.16% |
$10.7K - $13K
|
1.15K
$65.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
45+ 0.71% |
$10.5K - $12.7K
|
6.41K
$367K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 1.14% |
$10K - $12.1K
|
3.8K
$218K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 21.5% |
$10K - $12.1K
|
243
$13.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
43+ 4.99% |
$10K - $12.1K
|
904
$51.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
43+ 1.39% |
$10K - $12.1K
|
3.13K
$179K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 5.32% |
$9.81K - $11.8K
|
832
$47.6K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
42+ 140.0% |
$9.81K - $11.8K
|
72
$4.12K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40+ 6.38% |
$9.35K - $11.3K
|
667
$38.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
40+ 4.4% |
$9.35K - $11.3K
|
950
$54.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.53% |
$9.35K - $11.3K
|
1.62K
$92.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
37+ 2.73% |
$8.65K - $10.4K
|
1.39K
$79.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
36+ 3.57% |
$8.41K - $10.1K
|
1.04K
$59.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
36+ 4.16% |
$8.41K - $10.1K
|
902
$51.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
35+ 5.83% |
$8.18K - $9.86K
|
635
$36.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
34+ 2.5% |
$7.95K - $9.58K
|
1.39K
$79.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
33+ 15.14% |
$7.71K - $9.3K
|
251
$14.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33+ 0.93% |
$7.71K - $9.3K
|
3.58K
$205K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 17.98% |
$7.48K - $9.02K
|
210
$12K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
30New |
$7.01K - $8.45K
|
30
$1.72K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
30+ 1.82% |
$7.01K - $8.45K
|
1.68K
$96K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
30+ 1.8% |
$7.01K - $8.45K
|
1.7K
$97K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
28+ 1.36% |
$6.54K - $7.89K
|
2.09K
$120K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27+ 0.67% |
$6.31K - $7.61K
|
4.06K
$232K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 2.05% |
$6.08K - $7.33K
|
1.29K
$74K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26+ 13.0% |
$6.08K - $7.33K
|
226
$12.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
26+ 1.39% |
$6.08K - $7.33K
|
1.89K
$108K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
25+ 2.43% |
$5.84K - $7.05K
|
1.05K
$60.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 6.17% |
$5.84K - $7.05K
|
430
$24.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
25+ 1.61% |
$5.84K - $7.05K
|
1.58K
$90.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.15% |
$5.84K - $7.05K
|
16.5K
$946K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
25+ 2.41% |
$5.84K - $7.05K
|
1.06K
$60.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
24New |
$5.61K - $6.76K
|
24
$1.37K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
23+ 0.66% |
$5.37K - $6.48K
|
3.5K
$200K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
23New |
$5.37K - $6.48K
|
23
$1.32K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
22+ 0.59% |
$5.14K - $6.2K
|
3.76K
$215K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
22+ 4.4% |
$5.14K - $6.2K
|
522
$29.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 10.0% |
$4.91K - $5.92K
|
231
$13.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
21+ 1.17% |
$4.91K - $5.92K
|
1.82K
$104K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
20New |
$4.67K - $5.64K
|
20
$1.14K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
20+ 0.99% |
$4.67K - $5.64K
|
2.04K
$117K
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
19+ 1.25% |
$4.44K - $5.35K
|
1.54K
$88.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
19+ 1.86% |
$4.44K - $5.35K
|
1.04K
$59.5K
|