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 08, 2022
Q4 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-250- 1.2% |
$39.6K - $66.3K
|
20.5K
$1.88M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-250- 7.19% |
$39.6K - $66.3K
|
3.23K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-258- 13.02% |
$40.8K - $68.4K
|
1.72K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-259- 30.36% |
$41K - $68.7K
|
594
$54.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-262- 5.56% |
$41.5K - $69.5K
|
4.45K
$407K
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-265- 1.43% |
$41.9K - $70.2K
|
18.3K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-268- 16.33% |
$42.4K - $71K
|
1.37K
$126K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-269- 8.03% |
$42.6K - $71.3K
|
3.08K
$282K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-270- 4.2% |
$42.7K - $71.6K
|
6.16K
$564K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-276- 2.15% |
$43.7K - $73.2K
|
12.5K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-276Closed |
$43.7K - $73.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
SELL
|
- |
-281- 3.32% |
$44.5K - $74.5K
|
8.19K
$749K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-289- 6.16% |
$45.7K - $76.6K
|
4.4K
$403K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-290- 33.18% |
$45.9K - $76.9K
|
584
$53.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-296- 4.42% |
$46.9K - $78.5K
|
6.4K
$585K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-300- 83.33% |
$47.5K - $79.5K
|
60
$5.49K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-300- 10.31% |
$47.5K - $79.5K
|
2.61K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-300- 60.61% |
$47.5K - $79.5K
|
195
$17.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 16.67% |
$47.5K - $79.5K
|
1.5K
$137K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-301- 7.23% |
$47.6K - $79.8K
|
3.86K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-310- 75.43% |
$49.1K - $82.2K
|
101
$9.24K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-315- 3.86% |
$49.9K - $83.5K
|
7.85K
$718K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-316- 28.94% |
$50K - $83.8K
|
776
$71K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-317- 15.51% |
$50.2K - $84K
|
1.73K
$158K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-340- 55.02% |
$53.8K - $90.1K
|
278
$25.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-340Closed |
$53.8K - $90.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-345- 4.82% |
$54.6K - $91.5K
|
6.81K
$623K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-351- 12.95% |
$55.6K - $93K
|
2.36K
$216K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-355- 5.23% |
$56.2K - $94.1K
|
6.44K
$589K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-361- 8.39% |
$57.1K - $95.7K
|
3.94K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-362- 18.1% |
$57.3K - $96K
|
1.64K
$150K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-375- 59.06% |
$59.4K - $99.4K
|
260
$23.8K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-376- 8.68% |
$59.5K - $99.7K
|
3.96K
$362K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-384- 2.52% |
$60.8K - $102K
|
14.8K
$1.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-385- 57.63% |
$60.9K - $102K
|
283
$25.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-392- 12.18% |
$62.1K - $104K
|
2.83K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-397- 9.71% |
$62.8K - $105K
|
3.69K
$338K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-398- 4.17% |
$63K - $106K
|
9.14K
$836K
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-401- 8.51% |
$63.5K - $106K
|
4.31K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-405- 4.0% |
$64.1K - $107K
|
9.73K
$890K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-408- 10.36% |
$64.6K - $108K
|
3.53K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-412- 6.66% |
$65.2K - $109K
|
5.77K
$528K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-412- 6.66% |
$65.2K - $109K
|
5.77K
$528K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-416- 18.96% |
$65.9K - $110K
|
1.78K
$163K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-425- 21.58% |
$67.3K - $113K
|
1.54K
$141K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-425Closed |
$67.3K - $113K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-433- 20.98% |
$68.5K - $115K
|
1.63K
$149K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-439- 21.21% |
$69.5K - $116K
|
1.63K
$149K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-443Closed |
$70.1K - $117K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-450- 17.15% |
$71.2K - $119K
|
2.17K
$199K
|