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 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
626+ 30.15% |
$35.8K - $45.1K
|
2.7K
$246K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
605+ 0.16% |
$34.6K - $43.6K
|
370K
$33.7M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
588+ 6.77% |
$33.6K - $42.4K
|
9.28K
$845K
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
580+ 3.8% |
$33.2K - $41.8K
|
15.8K
$1.44M
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
541+ 15.77% |
$31K - $39K
|
3.97K
$362K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
525+ 9.03% |
$30K - $37.8K
|
6.34K
$578K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
520+ 14.99% |
$29.7K - $37.5K
|
3.99K
$363K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
513+ 0.24% |
$29.3K - $37K
|
217K
$19.8M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$28.6K - $36K
|
500
$45.5K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
499+ 44.32% |
$28.5K - $36K
|
1.63K
$148K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
496+ 13.76% |
$28.4K - $35.7K
|
4.1K
$373K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
490+ 9.89% |
$28K - $35.3K
|
5.44K
$496K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
489+ 0.45% |
$28K - $35.2K
|
109K
$9.95M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
487+ 215.49% |
$27.9K - $35.1K
|
713
$64.9K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
474+ 0.44% |
$27.1K - $34.2K
|
109K
$9.94M
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
473+ 5.99% |
$27.1K - $34.1K
|
8.37K
$762K
|
|
Nov 14, 2024
Q3 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
470+ 0.61% |
$26.9K - $33.9K
|
78K
$7.1M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
445+ 10.69% |
$25.5K - $32.1K
|
4.61K
$420K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
430+ 4.29% |
$24.6K - $31K
|
10.4K
$952K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
415+ 30.01% |
$23.7K - $29.9K
|
1.8K
$164K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
403+ 1612.0% |
$23.1K - $29K
|
428
$39K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
400+ 27.76% |
$22.9K - $28.8K
|
1.84K
$168K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
383+ 4.72% |
$21.9K - $27.6K
|
8.5K
$774K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
378+ 9.49% |
$21.6K - $27.2K
|
4.36K
$397K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
352+ 3.56% |
$20.1K - $25.4K
|
10.2K
$932K
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
345+ 3.44% |
$19.7K - $24.9K
|
10.4K
$945K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
339+ 4.18% |
$19.4K - $24.4K
|
8.45K
$770K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
336+ 0.32% |
$19.2K - $24.2K
|
106K
$9.69M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
331+ 8.04% |
$18.9K - $23.9K
|
4.45K
$405K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
315+ 4.01% |
$18K - $22.7K
|
8.17K
$744K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
306+ 8.34% |
$17.5K - $22.1K
|
3.98K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
300New |
$17.2K - $21.6K
|
300
$27.3K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.33% |
$17.2K - $21.6K
|
91.8K
$8.36M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
298+ 7.42% |
$17K - $21.5K
|
4.32K
$393K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
295+ 5.17% |
$16.9K - $21.3K
|
6.01K
$547K
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
285+ 0.86% |
$16.3K - $20.5K
|
33.4K
$3.04M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
282+ 15.81% |
$16.1K - $20.3K
|
2.07K
$188K
|
|
Oct 24, 2024
Q3 2024
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
261+ 0.12% |
$14.9K - $18.8K
|
218K
$19.9M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
258+ 1.68% |
$14.8K - $18.6K
|
15.6K
$1.42M
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
258+ 3.2% |
$14.8K - $18.6K
|
8.32K
$758K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
246+ 6.67% |
$14.1K - $17.7K
|
3.93K
$358K
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
245+ 4.85% |
$14K - $17.7K
|
5.3K
$482K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
230+ 112.75% |
$13.2K - $16.6K
|
434
$39.5K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
216+ 0.31% |
$12.4K - $15.6K
|
69.7K
$6.35M
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
206+ 1.42% |
$11.8K - $14.8K
|
14.7K
$1.34M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
206+ 4.99% |
$11.8K - $14.8K
|
4.33K
$395K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
205+ 6.05% |
$11.7K - $14.8K
|
3.6K
$328K
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
200+ 2.99% |
$11.4K - $14.4K
|
6.89K
$628K
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
200+ 0.37% |
$11.4K - $14.4K
|
53.9K
$4.91M
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
200New |
$11.4K - $14.4K
|
200
$18.2K
|