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
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5+ 0.18% |
$792 - $1.33K
|
2.75K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
5+ 10.0% |
$792 - $1.33K
|
55
$5.03K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5New |
$792 - $1.33K
|
5
$457
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
5New |
$792 - $1.33K
|
5
$457
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
4+ 16.0% |
$633 - $1.06K
|
29
$2.65K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
4+ 4.0% |
$633 - $1.06K
|
104
$9.51K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4New |
$633 - $1.06K
|
4
$366
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
2+ 20.0% |
$317 - $530
|
12
$1.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2New |
$317 - $530
|
2
$183
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 4.0% |
$158 - $265
|
26
$2.38K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1New |
$158 - $265
|
1
$91.5
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1Closed |
$158 - $265
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 0.58% |
$317 - $530
|
343
$31.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3- 0.15% |
$475 - $795
|
2.04K
$187K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 30.77% |
$633 - $1.06K
|
9
$823
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 1.06% |
$633 - $1.06K
|
373
$34.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5- 0.04% |
$792 - $1.33K
|
12.8K
$1.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7- 0.65% |
$1.11K - $1.86K
|
1.07K
$98.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8Closed |
$1.27K - $2.12K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 5.81% |
$1.58K - $2.65K
|
162
$14.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-10Closed |
$1.58K - $2.65K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-10- 0.79% |
$1.58K - $2.65K
|
1.25K
$115K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 73.33% |
$1.74K - $2.92K
|
4
$366
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-11- 0.46% |
$1.74K - $2.92K
|
2.41K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-11- 11.58% |
$1.74K - $2.92K
|
84
$7.68K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-15Closed |
$2.37K - $3.98K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Belmont Capital, LLC
|
SELL
|
- |
-16- 32.0% |
$2.53K - $4.24K
|
34
$3.11K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 20.78% |
$2.53K - $4.24K
|
61
$5.58K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-17- 14.91% |
$2.69K - $4.51K
|
97
$8.87K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-20- 1.29% |
$3.17K - $5.3K
|
1.53K
$140K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 5.63% |
$3.17K - $5.3K
|
335
$30.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 10.26% |
$3.17K - $5.3K
|
175
$16K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-20- 9.09% |
$3.17K - $5.3K
|
200
$18.3K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.54% |
$3.17K - $5.3K
|
1.28K
$117K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-20Closed |
$3.17K - $5.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21- 0.02% |
$3.32K - $5.57K
|
109K
$10M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-22- 13.5% |
$3.48K - $5.83K
|
141
$12.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 0.79% |
$3.64K - $6.1K
|
2.89K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-24Closed |
$3.8K - $6.36K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25- 59.52% |
$3.96K - $6.63K
|
17
$1.56K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-25- 69.44% |
$3.96K - $6.63K
|
11
$1.01K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 7.16% |
$3.96K - $6.63K
|
324
$29.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-25- 1.69% |
$3.96K - $6.63K
|
1.46K
$133K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 2.01% |
$4.12K - $6.89K
|
1.27K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-26- 1.53% |
$4.12K - $6.89K
|
1.67K
$153K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-28- 0.69% |
$4.43K - $7.42K
|
4.03K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-28- 3.24% |
$4.43K - $7.42K
|
835
$76.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-29- 22.48% |
$4.59K - $7.69K
|
100
$9.15K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-30- 1.69% |
$4.75K - $7.95K
|
1.75K
$160K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-31- 2.09% |
$4.91K - $8.22K
|
1.45K
$133K
|