Purchases and Sales Made in Q4 2021 in Block, Inc. (SQ)
This table provides information about the institutional ownership of Block, Inc. (SQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
318New |
$50.3K - $84.3K
|
318
$29K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
314+ 1.92% |
$49.7K - $83.2K
|
16.6K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
312+ 18.08% |
$49.4K - $82.7K
|
2.04K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
306+ 0.74% |
$48.4K - $81.1K
|
41.7K
$3.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
300+ 18.8% |
$47.5K - $79.5K
|
1.9K
$173K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
295+ 19.88% |
$46.7K - $78.2K
|
1.78K
$162K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
293+ 0.78% |
$46.4K - $77.7K
|
37.7K
$3.43M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
288+ 5.79% |
$45.6K - $76.3K
|
5.26K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
284+ 2.17% |
$45K - $75.3K
|
13.4K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
282+ 16.17% |
$44.6K - $74.8K
|
2.03K
$185K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
274New |
$43.4K - $72.6K
|
274
$25K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268+ 0.06% |
$42.4K - $71K
|
454K
$41.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
267+ 21.98% |
$42.3K - $70.8K
|
1.48K
$135K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
265+ 15.55% |
$41.9K - $70.2K
|
1.97K
$179K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
260+ 6.06% |
$41.2K - $68.9K
|
4.55K
$415K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
260New |
$41.2K - $68.9K
|
260
$23.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
253+ 10.37% |
$40K - $67.1K
|
2.69K
$245K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
250+ 16.16% |
$39.6K - $66.3K
|
1.8K
$164K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
248+ 11.11% |
$39.3K - $65.7K
|
2.48K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
242+ 14.53% |
$38.3K - $64.1K
|
1.91K
$174K
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
240+ 2.13% |
$38K - $63.6K
|
11.5K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
238+ 10.54% |
$37.7K - $63.1K
|
2.5K
$227K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
237+ 18.24% |
$37.5K - $62.8K
|
1.54K
$140K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
235+ 197.48% |
$37.2K - $62.3K
|
354
$32.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
230+ 4.15% |
$36.4K - $61K
|
5.77K
$525K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
228New |
$36.1K - $60.4K
|
228
$20.8K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
226+ 7.24% |
$35.8K - $59.9K
|
3.35K
$305K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
225New |
$35.6K - $59.6K
|
225
$20.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
224+ 19.31% |
$35.5K - $59.4K
|
1.38K
$126K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
224New |
$35.5K - $59.4K
|
224
$20.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
223+ 85.77% |
$35.3K - $59.1K
|
483
$44K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
221New |
$35K - $58.6K
|
221
$20.1K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
220New |
$34.8K - $58.3K
|
220
$20K
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
219New |
$34.7K - $58.1K
|
219
$19.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
218New |
$34.5K - $57.8K
|
218
$19.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
216+ 0.2% |
$34.2K - $57.3K
|
107K
$9.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
210+ 5.13% |
$33.2K - $55.7K
|
4.31K
$392K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
203+ 8.2% |
$32.1K - $53.8K
|
2.68K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
202+ 517.95% |
$32K - $53.5K
|
241
$22K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200+ 133.33% |
$31.7K - $53K
|
350
$31.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 2.36% |
$31.7K - $53K
|
8.69K
$791K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.28% |
$31.7K - $53K
|
71.9K
$6.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
199+ 15.25% |
$31.5K - $52.8K
|
1.5K
$137K
|
|
|
Jan 12, 2022
Q4 2021
|
Green Alpha Advisors, LLC
|
BUY
|
- |
191+ 3.12% |
$30.2K - $50.6K
|
6.32K
$575K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
191+ 22.96% |
$30.2K - $50.6K
|
1.02K
$93.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
190+ 6.97% |
$30.1K - $50.4K
|
2.92K
$266K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
186+ 16.91% |
$29.4K - $49.3K
|
1.29K
$117K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
184+ 9.03% |
$29.1K - $48.8K
|
2.22K
$202K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
181+ 1.95% |
$28.7K - $48K
|
9.44K
$860K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
180+ 17.31% |
$28.5K - $47.7K
|
1.22K
$111K
|