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
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-417- 25.68% |
$97.4K - $118K
|
1.21K
$110K
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-428- 4.12% |
$100K - $121K
|
9.95K
$906K
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-435- 3.19% |
$102K - $123K
|
13.2K
$1.2M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-451- 0.94% |
$105K - $127K
|
47.7K
$4.34M
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-463- 4.71% |
$108K - $130K
|
9.38K
$854K
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-469- 16.27% |
$110K - $132K
|
2.41K
$220K
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-470Closed |
$110K - $132K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-474- 1.81% |
$111K - $134K
|
25.7K
$2.34M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-474- 16.27% |
$111K - $134K
|
2.44K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-500- 1.85% |
$117K - $141K
|
26.6K
$2.42M
|
|
Oct 12, 2021
Q3 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-500- 5.56% |
$117K - $141K
|
8.5K
$774K
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-500- 1.85% |
$117K - $141K
|
26.6K
$2.42M
|
|
Nov 12, 2021
Q3 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-506- 37.56% |
$118K - $143K
|
841
$76.6K
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-507- 30.49% |
$118K - $143K
|
1.16K
$105K
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-517- 14.18% |
$121K - $146K
|
3.13K
$285K
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
SELL
|
- |
-521- 5.8% |
$122K - $147K
|
8.47K
$771K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-525- 2.0% |
$123K - $148K
|
25.7K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-537- 1.04% |
$125K - $151K
|
51.1K
$4.66M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-542- 21.48% |
$127K - $153K
|
1.98K
$180K
|
|
Oct 26, 2021
Q3 2021
|
Applied Research Investments, LLC
|
SELL
|
- |
-548- 3.87% |
$128K - $154K
|
13.6K
$1.24M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-578- 5.93% |
$135K - $163K
|
9.16K
$834K
|
|
Oct 19, 2021
Q3 2021
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-588- 15.58% |
$137K - $166K
|
3.19K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-600- 16.7% |
$140K - $169K
|
2.99K
$273K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-609- 1.7% |
$142K - $172K
|
35.2K
$3.2M
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-610- 3.63% |
$143K - $172K
|
16.2K
$1.47M
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-639- 6.4% |
$149K - $180K
|
9.34K
$851K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-640- 10.5% |
$150K - $180K
|
5.46K
$497K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-693- 16.59% |
$162K - $195K
|
3.48K
$317K
|
|
Oct 22, 2021
Q3 2021
|
Sicart Associates LLC
|
SELL
|
- |
-700- 39.77% |
$164K - $197K
|
1.06K
$96.5K
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
SELL
|
- |
-702- 9.84% |
$164K - $198K
|
6.43K
$586K
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-730- 6.39% |
$171K - $206K
|
10.7K
$974K
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-738- 7.37% |
$172K - $208K
|
9.28K
$845K
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-750- 20.0% |
$175K - $211K
|
3K
$273K
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-764- 11.68% |
$179K - $215K
|
5.78K
$526K
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-782- 2.75% |
$183K - $220K
|
27.7K
$2.52M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-796- 46.2% |
$186K - $224K
|
927
$84.4K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-799- 1.89% |
$187K - $225K
|
41.4K
$3.77M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-822- 67.1% |
$192K - $232K
|
403
$36.7K
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-825- 9.04% |
$193K - $232K
|
8.3K
$756K
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-825- 6.63% |
$193K - $232K
|
11.6K
$1.06M
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-831Closed |
$194K - $234K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-841- 14.81% |
$197K - $237K
|
4.84K
$440K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-842- 8.83% |
$197K - $237K
|
8.69K
$791K
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-845Closed |
$197K - $238K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-880- 1.92% |
$206K - $248K
|
44.8K
$4.08M
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-882- 7.83% |
$206K - $249K
|
10.4K
$946K
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-883- 18.31% |
$206K - $249K
|
3.94K
$359K
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-885- 1.16% |
$207K - $249K
|
75.7K
$6.89M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-886- 43.9% |
$207K - $250K
|
1.13K
$103K
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-886- 0.38% |
$207K - $250K
|
231K
$21M
|