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
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
19+ 0.96% |
$4.44K - $5.35K
|
2K
$114K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
18+ 1.69% |
$4.21K - $5.07K
|
1.08K
$61.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
15New |
$3.51K - $4.23K
|
15
$858
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15+ 13.16% |
$3.51K - $4.23K
|
129
$7.38K
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
15+ 1.67% |
$3.51K - $4.23K
|
915
$52.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.44% |
$3.27K - $3.95K
|
3.2K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14+ 1.22% |
$3.27K - $3.95K
|
1.16K
$66.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
13+ 0.48% |
$3.04K - $3.66K
|
2.71K
$155K
|
|
|
Oct 15, 2021
Q3 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
13+ 0.76% |
$3.04K - $3.66K
|
1.73K
$98.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13+ 1.15% |
$3.04K - $3.66K
|
1.14K
$65.3K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
13+ 0.12% |
$3.04K - $3.66K
|
10.5K
$601K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12+ 400.0% |
$2.8K - $3.38K
|
15
$858
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12+ 0.73% |
$2.8K - $3.38K
|
1.67K
$95.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.62% |
$2.34K - $2.82K
|
1.63K
$93K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
10New |
$2.34K - $2.82K
|
10
$572
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
10+ 2.63% |
$2.34K - $2.82K
|
390
$22.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
10+ 6.54% |
$2.34K - $2.82K
|
163
$9.33K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10New |
$2.34K - $2.82K
|
10
$572
|
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
10+ 5.78% |
$2.34K - $2.82K
|
183
$10.5K
|
|
|
Nov 01, 2021
Q3 2021
|
F
|
BUY
|
- |
9+ 0.07% |
$2.1K - $2.54K
|
13.2K
$756K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
9+ 5.36% |
$2.1K - $2.54K
|
177
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.19% |
$2.1K - $2.54K
|
4.67K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8+ 3.92% |
$1.87K - $2.25K
|
212
$12.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
7+ 0.17% |
$1.64K - $1.97K
|
4.16K
$238K
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
6New |
$1.4K - $1.69K
|
6
$343
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 4.9% |
$1.17K - $1.41K
|
107
$6.12K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
4New |
$935 - $1.13K
|
4
$229
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.23% |
$935 - $1.13K
|
1.72K
$98.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 0.47% |
$935 - $1.13K
|
859
$49.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$701 - $845
|
5.73K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
3+ 20.0% |
$701 - $845
|
18
$1.03K
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
3+ 0.16% |
$701 - $845
|
1.84K
$105K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
2+ 0.76% |
$467 - $564
|
265
$15.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2+ 0.19% |
$467 - $564
|
1.04K
$59.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.13% |
$467 - $564
|
1.49K
$85K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 20.0% |
$234 - $282
|
6
$343
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.82% |
$234 - $282
|
123
$7.04K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.27% |
$234 - $282
|
377
$21.6K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1New |
$234 - $282
|
1
$57.2
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.1% |
$234 - $282
|
1K
$57.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 4.0% |
$234 - $282
|
24
$1.37K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2- 0.24% |
$467 - $564
|
845
$48.4K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4- 3.7% |
$935 - $1.13K
|
104
$5.95K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.1% |
$1.17K - $1.41K
|
5.2K
$298K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6- 0.56% |
$1.4K - $1.69K
|
1.06K
$60.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-6- 0.31% |
$1.4K - $1.69K
|
1.92K
$110K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-8- 0.61% |
$1.87K - $2.25K
|
1.3K
$74.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8- 0.65% |
$1.87K - $2.25K
|
1.22K
$69.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-9Closed |
$2.1K - $2.54K
|
0
$0
|