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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 2.88% |
$171K - $207K
|
26.2K
$2.38M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
720+ 28.3% |
$168K - $203K
|
3.26K
$297K
|
|
Nov 15, 2021
Q3 2021
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
716+ 5.4% |
$167K - $202K
|
14K
$1.27M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
715+ 80.79% |
$167K - $201K
|
1.6K
$146K
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
714+ 3.19% |
$167K - $201K
|
23.1K
$2.11M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
695+ 19.05% |
$162K - $196K
|
4.34K
$396K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
675+ 64.41% |
$158K - $190K
|
1.72K
$157K
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
674+ 16.96% |
$158K - $190K
|
4.65K
$423K
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
674+ 2.89% |
$158K - $190K
|
24K
$2.18M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
672+ 114.29% |
$157K - $189K
|
1.26K
$115K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
670+ 6.8% |
$157K - $189K
|
10.5K
$958K
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
670+ 33.94% |
$157K - $189K
|
2.64K
$241K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
668New |
$156K - $188K
|
668
$60.8K
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
668+ 3.87% |
$156K - $188K
|
17.9K
$1.63M
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
658+ 26.18% |
$154K - $185K
|
3.17K
$289K
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
655+ 2.22% |
$153K - $185K
|
30.2K
$2.75M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
654+ 46.22% |
$153K - $184K
|
2.07K
$188K
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
653+ 3265.0% |
$153K - $184K
|
673
$61.3K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
637+ 40.29% |
$149K - $180K
|
2.22K
$202K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
637+ 4.17% |
$149K - $180K
|
15.9K
$1.45M
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
630+ 1.65% |
$147K - $178K
|
38.7K
$3.53M
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
607+ 35.58% |
$142K - $171K
|
2.31K
$211K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
594New |
$139K - $167K
|
594
$54.1K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
593+ 0.33% |
$139K - $167K
|
181K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
591+ 17.71% |
$138K - $167K
|
3.93K
$358K
|
|
Nov 15, 2021
Q3 2021
|
Shay Capital LLC
New York, NY |
BUY
|
- |
591New |
$138K - $167K
|
591
$53.8K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
572+ 40.37% |
$134K - $161K
|
1.99K
$181K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
568+ 15.29% |
$133K - $160K
|
4.28K
$390K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
558+ 5.27% |
$130K - $157K
|
11.1K
$1.02M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
558+ 37.05% |
$130K - $157K
|
2.06K
$188K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
538+ 7.78% |
$126K - $152K
|
7.46K
$679K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
535+ 3.87% |
$125K - $151K
|
14.4K
$1.31M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
530+ 48.01% |
$124K - $149K
|
1.63K
$149K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
525+ 19.85% |
$123K - $148K
|
3.17K
$289K
|
|
Nov 15, 2021
Q3 2021
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
500+ 1.31% |
$117K - $141K
|
38.8K
$3.53M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
497+ 8.65% |
$116K - $140K
|
6.24K
$568K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
492+ 14.27% |
$115K - $139K
|
3.94K
$359K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
487+ 18.02% |
$114K - $137K
|
3.19K
$291K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
486+ 8.87% |
$114K - $137K
|
5.97K
$543K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
484New |
$113K - $136K
|
484
$44.1K
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
482+ 6.74% |
$113K - $136K
|
7.63K
$695K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
481+ 6.12% |
$112K - $136K
|
8.34K
$760K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
480+ 12.6% |
$112K - $135K
|
4.29K
$391K
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
480+ 15.09% |
$112K - $135K
|
3.66K
$333K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
480New |
$112K - $135K
|
480
$43.7K
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
477+ 0.91% |
$111K - $134K
|
52.8K
$4.81M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
458+ 6.31% |
$107K - $129K
|
7.71K
$703K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
454+ 7.93% |
$106K - $128K
|
6.18K
$563K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
454+ 7.93% |
$106K - $128K
|
6.18K
$563K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
447+ 1.02% |
$104K - $126K
|
44.3K
$4.03M
|