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 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-44Closed |
$10.3K - $12.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 1.93% |
$10.5K - $12.7K
|
2.29K
$209K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-45- 0.29% |
$10.5K - $12.7K
|
15.7K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-46- 24.86% |
$10.7K - $13K
|
139
$12.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-49Closed |
$11.5K - $13.8K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-50- 2.08% |
$11.7K - $14.1K
|
2.36K
$214K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-50- 4.52% |
$11.7K - $14.1K
|
1.06K
$96.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-50- 3.27% |
$11.7K - $14.1K
|
1.48K
$135K
|
|
|
Nov 13, 2023
Q3 2021
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-50- 0.78% |
$11.7K - $14.1K
|
6.36K
$579K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50- 25.0% |
$11.7K - $14.1K
|
150
$13.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-52- 16.67% |
$12.2K - $14.7K
|
260
$23.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-55- 4.27% |
$12.9K - $15.5K
|
1.23K
$112K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 4.88% |
$13.1K - $15.8K
|
1.09K
$99.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-64- 5.07% |
$15K - $18K
|
1.2K
$109K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-67Closed |
$15.7K - $18.9K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-69- 6.61% |
$16.1K - $19.4K
|
975
$88.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-69- 2.86% |
$16.1K - $19.4K
|
2.34K
$213K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-70- 20.77% |
$16.4K - $19.7K
|
267
$24.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-71- 5.32% |
$16.6K - $20K
|
1.26K
$115K
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-74- 6.56% |
$17.3K - $20.9K
|
1.05K
$96K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-75- 4.03% |
$17.5K - $21.1K
|
1.78K
$162K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-75- 9.4% |
$17.5K - $21.1K
|
723
$65.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-77- 2.02% |
$18K - $21.7K
|
3.73K
$340K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-80- 2.37% |
$18.7K - $22.5K
|
3.3K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-80- 1.52% |
$18.7K - $22.5K
|
5.2K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-81- 0.93% |
$18.9K - $22.8K
|
8.67K
$789K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-85- 2.33% |
$19.9K - $24K
|
3.56K
$324K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-86- 0.79% |
$20.1K - $24.2K
|
10.9K
$989K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-86- 0.95% |
$20.1K - $24.2K
|
8.94K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-89- 1.15% |
$20.8K - $25.1K
|
7.65K
$696K
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-89- 9.27% |
$20.8K - $25.1K
|
871
$79.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-89- 94.68% |
$20.8K - $25.1K
|
5
$455
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-94Closed |
$22K - $26.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-100- 10.42% |
$23.4K - $28.2K
|
860
$78.3K
|
|
|
Oct 25, 2021
Q3 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 0.48% |
$23.4K - $28.2K
|
20.8K
$1.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-101- 0.89% |
$23.6K - $28.5K
|
11.2K
$1.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-103- 0.52% |
$24.1K - $29K
|
19.7K
$1.79M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-103- 0.61% |
$24.1K - $29K
|
16.7K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-104- 2.84% |
$24.3K - $29.3K
|
3.56K
$325K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-105- 9.01% |
$24.5K - $29.6K
|
1.06K
$96.6K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-107- 2.14% |
$25K - $30.2K
|
4.88K
$445K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-108- 41.86% |
$25.2K - $30.4K
|
150
$13.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-112- 5.07% |
$26.2K - $31.6K
|
2.1K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-115Closed |
$26.9K - $32.4K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-118- 3.59% |
$27.6K - $33.3K
|
3.17K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-118- 4.7% |
$27.6K - $33.3K
|
2.39K
$218K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-120Closed |
$28K - $33.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-122- 1.68% |
$28.5K - $34.4K
|
7.13K
$649K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-123- 56.42% |
$28.7K - $34.7K
|
95
$8.65K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-132- 0.8% |
$30.8K - $37.2K
|
16.3K
$1.49M
|