Purchases and Sales Made in Q3 2024 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q3 2024. 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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-139- 24.78% |
$7.95K - $10K
|
422
$38.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-146- 2.31% |
$8.35K - $10.5K
|
6.18K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-146- 1.12% |
$8.35K - $10.5K
|
12.8K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-150- 3.04% |
$8.58K - $10.8K
|
4.79K
$436K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-151- 2.71% |
$8.64K - $10.9K
|
5.43K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-157- 1.87% |
$8.98K - $11.3K
|
8.23K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-160- 5.04% |
$9.15K - $11.5K
|
3.01K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-161- 9.75% |
$9.21K - $11.6K
|
1.49K
$136K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-174- 0.96% |
$9.95K - $12.5K
|
17.9K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-181- 35.35% |
$10.4K - $13K
|
331
$30.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-187- 27.18% |
$10.7K - $13.5K
|
501
$45.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-189- 3.9% |
$10.8K - $13.6K
|
4.65K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-192- 86.49% |
$11K - $13.8K
|
30
$2.73K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-198- 3.24% |
$11.3K - $14.3K
|
5.92K
$539K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-200- 26.28% |
$11.4K - $14.4K
|
561
$51.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-204- 20.26% |
$11.7K - $14.7K
|
803
$73.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-204- 5.95% |
$11.7K - $14.7K
|
3.23K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-208- 2.1% |
$11.9K - $15K
|
9.7K
$884K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-213- 4.8% |
$12.2K - $15.4K
|
4.23K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-224- 4.67% |
$12.8K - $16.1K
|
4.58K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-228- 1.12% |
$13K - $16.4K
|
20.2K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-231- 0.91% |
$13.2K - $16.6K
|
25.1K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-235- 0.23% |
$13.4K - $16.9K
|
104K
$9.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-235- 8.15% |
$13.4K - $16.9K
|
2.65K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-235- 4.27% |
$13.4K - $16.9K
|
5.27K
$480K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-237- 2.91% |
$13.6K - $17.1K
|
7.92K
$721K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-238- 0.07% |
$13.6K - $17.2K
|
339K
$30.9M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-250- 6.56% |
$14.3K - $18K
|
3.56K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-251- 50.5% |
$14.4K - $18.1K
|
246
$22.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-260- 0.87% |
$14.9K - $18.7K
|
29.8K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-260- 61.9% |
$14.9K - $18.7K
|
160
$14.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-260- 2.09% |
$14.9K - $18.7K
|
12.2K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-263- 0.25% |
$15K - $19K
|
107K
$9.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-269- 3.7% |
$15.4K - $19.4K
|
7K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-274- 11.71% |
$15.7K - $19.7K
|
2.07K
$188K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-283- 2.44% |
$16.2K - $20.4K
|
11.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-293- 7.16% |
$16.8K - $21.1K
|
3.8K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-295- 49.75% |
$16.9K - $21.3K
|
298
$27.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-297- 1.28% |
$17K - $21.4K
|
22.8K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-300- 6.49% |
$17.2K - $21.6K
|
4.32K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-311- 0.54% |
$17.8K - $22.4K
|
56.9K
$5.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-334- 6.18% |
$19.1K - $24.1K
|
5.07K
$462K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-341- 46.02% |
$19.5K - $24.6K
|
400
$36.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
SELL
|
- |
-350- 9.83% |
$20K - $25.2K
|
3.21K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-368- 10.18% |
$21.1K - $26.5K
|
3.25K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-377- 82.14% |
$21.6K - $27.2K
|
82
$7.47K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-382- 6.17% |
$21.9K - $27.5K
|
5.81K
$529K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-385- 11.78% |
$22K - $27.7K
|
2.88K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-400- 57.14% |
$22.9K - $28.8K
|
300
$27.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-407- 2.43% |
$23.3K - $29.3K
|
16.3K
$1.49M
|