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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.46KNew |
$340K - $410K
|
1.46K
$133K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.45K+ 4.99% |
$338K - $408K
|
30.5K
$2.77M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.45K+ 93.84% |
$338K - $408K
|
2.99K
$272K
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.44K+ 1.66% |
$337K - $406K
|
88.3K
$8.04M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.43KNew |
$335K - $404K
|
1.43K
$131K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.43KNew |
$335K - $404K
|
1.43K
$131K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$334K - $403K
|
1.43K
$130K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.41K+ 7.13% |
$329K - $396K
|
21.1K
$1.92M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.4K+ 381.97% |
$327K - $394K
|
1.76K
$161K
|
|
Nov 10, 2021
Q3 2021
|
Kbc Group Nv
|
BUY
|
- |
1.39K+ 2.43% |
$324K - $391K
|
58.6K
$5.33M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.38KNew |
$323K - $389K
|
1.38K
$126K
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
1.38K+ 5.22% |
$322K - $389K
|
27.8K
$2.53M
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 4.09% |
$319K - $384K
|
34.7K
$3.16M
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
1.34KNew |
$312K - $377K
|
1.34K
$122K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.33K+ 9.92% |
$310K - $374K
|
14.7K
$1.34M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.32K+ 5.23% |
$309K - $373K
|
26.6K
$2.43M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.32K+ 32.96% |
$308K - $371K
|
5.31K
$484K
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.32K+ 4.18% |
$307K - $371K
|
32.7K
$2.98M
|
|
Nov 12, 2021
Q3 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
1.31K+ 0.91% |
$307K - $370K
|
145K
$13.2M
|
|
Nov 12, 2021
Q3 2021
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
BUY
|
- |
1.3K+ 3.81% |
$303K - $366K
|
35.3K
$3.21M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.28K+ 1.79% |
$299K - $360K
|
72.6K
$6.61M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
1.27KNew |
$297K - $358K
|
1.27K
$116K
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
1.26KNew |
$295K - $355K
|
1.26K
$115K
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.26KNew |
$294K - $355K
|
1.26K
$115K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.25K+ 0.54% |
$293K - $353K
|
231K
$21.1M
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.25K+ 11.56% |
$292K - $353K
|
12.1K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 16.57% |
$289K - $349K
|
8.71K
$793K
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.24K+ 14.77% |
$289K - $348K
|
9.6K
$874K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 7.29% |
$287K - $346K
|
18.1K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.23K+ 10.34% |
$287K - $346K
|
13.1K
$1.19M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 6.95% |
$286K - $345K
|
18.9K
$1.72M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.21K+ 8.11% |
$282K - $340K
|
16.1K
$1.46M
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.2K+ 13.9% |
$281K - $338K
|
9.84K
$896K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 340.74% |
$279K - $337K
|
1.55K
$141K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.19K+ 19.76% |
$279K - $336K
|
7.22K
$658K
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
1.19K+ 22.65% |
$278K - $335K
|
6.44K
$586K
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$271K - $327K
|
1.16K
$106K
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.15K+ 3958.62% |
$268K - $324K
|
1.18K
$107K
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.14K+ 30.22% |
$267K - $322K
|
4.92K
$448K
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.13K+ 7.85% |
$264K - $318K
|
15.5K
$1.41M
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.12K+ 6.25% |
$263K - $317K
|
19.1K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.12K+ 28.78% |
$261K - $314K
|
4.99K
$454K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 11.38% |
$261K - $314K
|
10.9K
$994K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.11KNew |
$259K - $313K
|
1.11K
$101K
|
|
Nov 12, 2021
Q3 2021
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 24.02% |
$259K - $312K
|
5.72K
$521K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
1.1K+ 67.44% |
$257K - $309K
|
2.73K
$248K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.1KNew |
$257K - $309K
|
1.1K
$100K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.1K+ 0.68% |
$257K - $309K
|
161K
$14.7M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.1KNew |
$257K - $309K
|
1.1K
$100K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 114.93% |
$255K - $308K
|
2.04K
$186K
|