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 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
100+ 5.9% |
$15.8K - $26.5K
|
1.8K
$164K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
100+ 10.95% |
$15.8K - $26.5K
|
1.01K
$92.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
99+ 2.5% |
$15.7K - $26.2K
|
4.06K
$371K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
95+ 0.15% |
$15K - $25.2K
|
62.4K
$5.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
91+ 154.24% |
$14.4K - $24.1K
|
150
$13.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
88+ 3.57% |
$13.9K - $23.3K
|
2.55K
$233K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
85+ 1.9% |
$13.5K - $22.5K
|
4.57K
$418K
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
85+ 1.63% |
$13.5K - $22.5K
|
5.32K
$486K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
84+ 6.67% |
$13.3K - $22.3K
|
1.34K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
82+ 2.69% |
$13K - $21.7K
|
3.13K
$286K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
80New |
$12.7K - $21.2K
|
80
$7.32K
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
79+ 106.76% |
$12.5K - $20.9K
|
153
$14K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
79+ 5.81% |
$12.5K - $20.9K
|
1.44K
$132K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
78+ 36.79% |
$12.3K - $20.7K
|
290
$26.5K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
76+ 2.29% |
$12K - $20.1K
|
3.39K
$310K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
75+ 1.48% |
$11.9K - $19.9K
|
5.15K
$471K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
75New |
$11.9K - $19.9K
|
75
$6.86K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
74New |
$11.7K - $19.6K
|
74
$6.77K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
70+ 4.14% |
$11.1K - $18.6K
|
1.76K
$161K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
70+ 3.54% |
$11.1K - $18.6K
|
2.05K
$187K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
69New |
$10.9K - $18.3K
|
69
$6.31K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
67+ 2.13% |
$10.6K - $17.8K
|
3.21K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
65+ 7.57% |
$10.3K - $17.2K
|
924
$84.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
64+ 2.61% |
$10.1K - $17K
|
2.52K
$231K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
61+ 0.24% |
$9.66K - $16.2K
|
25.8K
$2.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
60New |
$9.5K - $15.9K
|
60
$5.49K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
59+ 536.36% |
$9.34K - $15.6K
|
70
$6.4K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
59+ 1.72% |
$9.34K - $15.6K
|
3.49K
$319K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
58+ 109.43% |
$9.18K - $15.4K
|
111
$10.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Arnhold LLC
|
BUY
|
- |
56+ 2.11% |
$8.86K - $14.8K
|
2.71K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
52New |
$8.23K - $13.8K
|
52
$4.76K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$7.92K - $13.3K
|
50
$4.57K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
50New |
$7.92K - $13.3K
|
50
$4.57K
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
50+ 3.1% |
$7.92K - $13.3K
|
1.66K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
49+ 0.86% |
$7.76K - $13K
|
5.77K
$527K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
47+ 3.35% |
$7.44K - $12.5K
|
1.45K
$133K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46+ 191.67% |
$7.28K - $12.2K
|
70
$6.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
42New |
$6.65K - $11.1K
|
42
$3.84K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
42+ 1.13% |
$6.65K - $11.1K
|
3.76K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
42New |
$6.65K - $11.1K
|
42
$3.84K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
40+ 26.67% |
$6.33K - $10.6K
|
190
$17.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 222.22% |
$6.33K - $10.6K
|
58
$5.31K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40New |
$6.33K - $10.6K
|
40
$3.66K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
39+ 1.09% |
$6.17K - $10.3K
|
3.6K
$330K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
39New |
$6.17K - $10.3K
|
39
$3.57K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
37+ 0.49% |
$5.86K - $9.81K
|
7.65K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
36+ 15.58% |
$5.7K - $9.54K
|
267
$24.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
36+ 1.13% |
$5.7K - $9.54K
|
3.23K
$295K
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
35+ 1.57% |
$5.54K - $9.28K
|
2.27K
$208K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
35+ 0.31% |
$5.54K - $9.28K
|
11.3K
$1.03M
|